FAMILY OFFICE DASHBOARD Trademark

Trademark Overview

On Tuesday, July 18, 2017, a trademark application was filed for FAMILY OFFICE DASHBOARD with the United States Patent and Trademark Office. The USPTO has given the FAMILY OFFICE DASHBOARD trademark a serial number of 87532684. The federal status of this trademark filing is ABANDONED - AFTER EX PARTE APPEAL as of Tuesday, May 5, 2020. This trademark is owned by PagnatoKarp Partners, LLC. The FAMILY OFFICE DASHBOARD trademark is filed in the Insurance & Financial Services category with the following description:

Financial services, namely, advice relating to investments, asset management, cash management, charitable monetary giving through financial and estate planning; financial analysis and consultation, financial planning consultation, financial portfolio management, financial research and financial risk management; investment fund transfer and transaction services; assisting others with the completion of financial transactions for stocks, bonds, securities and equities; investment management; investment services, namely, asset acquisition, consultation, development and management services; financial management and consulting services; providing financial information; financial analysis and consultation; finance consulting; analysis services, namely, financial analysis; financial consulting in the field of financial information management
family office dashboard

General Information

Serial Number87532684
Word MarkFAMILY OFFICE DASHBOARD
Filing DateTuesday, July 18, 2017
Status603 - ABANDONED - AFTER EX PARTE APPEAL
Status DateTuesday, May 5, 2020
Registration Number0000000
Registration DateNOT AVAILABLE
Mark Drawing4000 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateNOT AVAILABLE

Trademark Statements

Disclaimer with Predetermined Text"DASHBOARD"
Goods and ServicesFinancial services, namely, advice relating to investments, asset management, cash management, charitable monetary giving through financial and estate planning; financial analysis and consultation, financial planning consultation, financial portfolio management, financial research and financial risk management; investment fund transfer and transaction services; assisting others with the completion of financial transactions for stocks, bonds, securities and equities; investment management; investment services, namely, asset acquisition, consultation, development and management services; financial management and consulting services; providing financial information; financial analysis and consultation; finance consulting; analysis services, namely, financial analysis; financial consulting in the field of financial information management

Classification Information

International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateTuesday, July 25, 2017
Primary Code036
First Use Anywhere DateTuesday, July 18, 2017
First Use In Commerce DateSunday, September 30, 2018

Trademark Owner History

Party NamePAGNATO, LLC
Party Type13 - New Owner Before Publication
Legal Entity Type16 - Limited Liability Company
AddressFOLLY BEACH, SC 29439
Party NameTRUEFIDUCIARY INSTITUTE
Party Type12 - New Owner Before Publication
Legal Entity Type54 - NOT AVAILABLE
AddressRESTON, VA 20190
Party NameTRUEFIDUCIARY INSTITUTE
Party Type11 - New Owner Before Publication
Legal Entity Type54 - NOT AVAILABLE
AddressRESTON, VA 20190
Party NamePagnatoKarp Partners, LLC
Party Type10 - Original Applicant
Legal Entity Type16 - Limited Liability Company
AddressReston, VA 20190

Trademark Events

Event DateEvent Description
Wednesday, October 28, 2020AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
Wednesday, October 7, 2020AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
Wednesday, September 30, 2020AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
Monday, May 11, 2020ABANDONMENT NOTICE MAILED - AFTER EX PARTE APPEAL
Tuesday, May 5, 2020ABANDONMENT - AFTER EX PARTE APPEAL
Tuesday, May 5, 2020EXPARTE APPEAL TERMINATED
Tuesday, February 4, 2020EXPARTE APPEAL DSMSED - FAILURE TO FILE BRIEF
Thursday, June 13, 2019NOTIFICATION OF SUBSEQUENT FINAL EMAILED
Thursday, June 13, 2019SUBSEQUENT FINAL EMAILED
Thursday, June 13, 2019SUBSEQUENT FINAL REFUSAL WRITTEN
Friday, May 17, 2019TEAS/EMAIL CORRESPONDENCE ENTERED
Thursday, May 16, 2019CORRESPONDENCE RECEIVED IN LAW OFFICE
Thursday, May 16, 2019TEAS RESPONSE TO OFFICE ACTION RECEIVED
Friday, November 16, 2018NOTIFICATION OF NON-FINAL ACTION E-MAILED
Friday, November 16, 2018NON-FINAL ACTION E-MAILED
Friday, November 16, 2018NON-FINAL ACTION WRITTEN
Monday, October 29, 2018TEAS/EMAIL CORRESPONDENCE ENTERED
Monday, October 29, 2018CORRESPONDENCE RECEIVED IN LAW OFFICE
Tuesday, October 23, 2018ASSIGNED TO LIE
Thursday, October 11, 2018TEAS REQUEST FOR RECONSIDERATION RECEIVED
Friday, October 12, 2018AMENDMENT TO USE PROCESSING COMPLETE
Friday, October 12, 2018USE AMENDMENT FILED
Thursday, October 11, 2018TEAS AMENDMENT OF USE RECEIVED
Thursday, October 11, 2018EX PARTE APPEAL-INSTITUTED
Thursday, October 11, 2018JURISDICTION RESTORED TO EXAMINING ATTORNEY
Thursday, October 11, 2018EXPARTE APPEAL RECEIVED AT TTAB
Wednesday, April 11, 2018NOTIFICATION OF FINAL REFUSAL EMAILED
Wednesday, April 11, 2018FINAL REFUSAL E-MAILED
Wednesday, April 11, 2018FINAL REFUSAL WRITTEN
Friday, March 9, 2018TEAS/EMAIL CORRESPONDENCE ENTERED
Thursday, March 8, 2018CORRESPONDENCE RECEIVED IN LAW OFFICE
Thursday, March 8, 2018TEAS RESPONSE TO OFFICE ACTION RECEIVED
Thursday, March 8, 2018TEAS RESPONSE TO OFFICE ACTION RECEIVED
Friday, September 8, 2017NOTIFICATION OF NON-FINAL ACTION E-MAILED
Friday, September 8, 2017NON-FINAL ACTION E-MAILED
Friday, September 8, 2017NON-FINAL ACTION WRITTEN
Thursday, August 31, 2017ASSIGNED TO EXAMINER
Tuesday, July 25, 2017NEW APPLICATION OFFICE SUPPLIED DATA ENTERED IN TRAM
Friday, July 21, 2017NEW APPLICATION ENTERED IN TRAM

Related Keywords

dashboard office family financial management services analysis consultation consulting investment namely asset planning