FAMILY-OFFICE-AS-A-SERVICE Trademark

Trademark Overview


On Friday, November 27, 2020, a trademark application was filed for FAMILY-OFFICE-AS-A-SERVICE with the United States Patent and Trademark Office. The USPTO has given the FAMILY-OFFICE-AS-A-SERVICE trademark a serial number of 90346004. The federal status of this trademark filing is REGISTERED as of Tuesday, March 15, 2022. This trademark is owned by KX7 Operations LLC. The FAMILY-OFFICE-AS-A-SERVICE trademark is filed in the Insurance & Financial Services category with the following description:

Financial advisory and consultancy services, namely, creating personalized strategies for managing and building wealth, strategic financial advisory services, and financial management services
family-office-as-a-service

General Information


Serial Number90346004
Word MarkFAMILY-OFFICE-AS-A-SERVICE
Filing DateFriday, November 27, 2020
Status700 - REGISTERED
Status DateTuesday, March 15, 2022
Registration Number6669636
Registration DateTuesday, March 15, 2022
Mark Drawing4000 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateTuesday, December 28, 2021

Trademark Statements


Goods and ServicesFinancial advisory and consultancy services, namely, creating personalized strategies for managing and building wealth, strategic financial advisory services, and financial management services

Classification Information


International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateTuesday, February 2, 2021
Primary Code036
First Use Anywhere DateFriday, November 2, 2018
First Use In Commerce DateFriday, November 2, 2018

Trademark Owner History


Party NameXWEALTHSTRATEGIES, LLC
Party Type31 - New Owner After Registration
Legal Entity Type16 - Limited Liability Company
AddressTHE WOODLANDS, TX 77380

Party NameKX7 Operations LLC
Party Type30 - Original Registrant
Legal Entity Type16 - Limited Liability Company
AddressSouthlake, TX 76092

Party NameKX7 Operations LLC
Party Type20 - Owner at Publication
Legal Entity Type16 - Limited Liability Company
AddressSouthlake, TX 76092

Party NameKX7 Operations LLC
Party Type10 - Original Applicant
Legal Entity Type16 - Limited Liability Company
AddressSouthlake, TX 76092

Trademark Events


Event DateEvent Description
Tuesday, March 15, 2022REGISTERED-PRINCIPAL REGISTER
Tuesday, December 28, 2021OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Tuesday, December 28, 2021PUBLISHED FOR OPPOSITION
Wednesday, December 22, 2021ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY
Wednesday, December 8, 2021NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Friday, November 19, 2021APPROVED FOR PUB - PRINCIPAL REGISTER
Friday, November 19, 2021TEAS/EMAIL CORRESPONDENCE ENTERED
Friday, November 19, 2021CORRESPONDENCE RECEIVED IN LAW OFFICE
Friday, November 19, 2021TEAS RESPONSE TO OFFICE ACTION RECEIVED
Friday, November 5, 2021TEAS CHANGE OF CORRESPONDENCE RECEIVED
Friday, November 5, 2021TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS
Friday, November 5, 2021ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Friday, November 5, 2021TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Monday, November 1, 2021TEAS CHANGE OF CORRESPONDENCE RECEIVED
Monday, November 1, 2021TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS
Monday, November 1, 2021ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Monday, November 1, 2021TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Wednesday, May 19, 2021NOTIFICATION OF NON-FINAL ACTION E-MAILED
Wednesday, May 19, 2021NON-FINAL ACTION E-MAILED
Wednesday, May 19, 2021NON-FINAL ACTION WRITTEN
Wednesday, May 12, 2021ASSIGNED TO EXAMINER
Tuesday, February 2, 2021NEW APPLICATION OFFICE SUPPLIED DATA ENTERED IN TRAM
Tuesday, December 1, 2020NEW APPLICATION ENTERED IN TRAM