| Serial Number | 86020065 |
| Word Mark | FAMILY OFFICE EXCHANGE |
| Filing Date | Thursday, July 25, 2013 |
| Status | 800 - REGISTERED AND RENEWED |
| Status Date | Saturday, March 2, 2024 |
| Registration Number | 4571038 |
| Registration Date | Tuesday, July 22, 2014 |
| Mark Drawing | 3 - Illustration: Drawing or design which also includes word(s) / letter(s) / number(s) |
| Published for Opposition Date | Tuesday, May 6, 2014 |
| Goods and Services | Business education and training services, namely, developing and facilitating customized leadership and executive development programs, providing executive coaching services, and providing business education programs to employees and executives; education services, namely, arranging and conducting meetings, seminars, workshops, exhibitions and conferences in the field of wealth management |
| Description of Mark | The mark consists of the stylized words "Family Office Exchange" in blue placed adjacent to three graphic block figures, namely, a rectangle and two right angle figures, with the rectangle being yellow-orange, the middle figure being green, and the top figure being blue. |
| Indication of Colors claimed | The color(s) yellow-orange, green and blue is/are claimed as a feature of the mark. |
| Goods and Services | Business management consultation services in the field of wealth management; Business networking of peer to peer learning groups of high net worth individuals |
| NOT AVAILABLE | "FAMILY OFFICE EXCHANGE" |
| International Class | 035 - Advertising; business management; business administration; office functions. |
| US Class Codes | 100, 101, 102 |
| Class Status Code | 6 - Active |
| Class Status Date | Wednesday, July 31, 2013 |
| Primary Code | 035 |
| First Use Anywhere Date | Monday, April 2, 2012 |
| First Use In Commerce Date | Monday, April 2, 2012 |
| International Class | 041 - Education; providing of training; entertainment; sporting and cultural activities. |
| US Class Codes | 100, 101, 107 |
| Class Status Code | 6 - Active |
| Class Status Date | Wednesday, July 31, 2013 |
| Primary Code | 041 |
| First Use Anywhere Date | Monday, April 2, 2012 |
| First Use In Commerce Date | Monday, April 2, 2012 |
| Party Name | Family Office Exchange, LLC |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Chicago, IL 60606 |
| Party Name | Family Office Exchange, LLC |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Chicago, IL 60606 |
| Party Name | Family Office Exchange, LLC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Chicago, IL 60606 |
| Event Date | Event Description |
| Monday, July 29, 2013 | NEW APPLICATION ENTERED |
| Wednesday, July 31, 2013 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Thursday, August 1, 2013 | NOTICE OF DESIGN SEARCH CODE MAILED |
| Thursday, November 7, 2013 | ASSIGNED TO EXAMINER |
| Tuesday, November 12, 2013 | NON-FINAL ACTION WRITTEN |
| Tuesday, November 12, 2013 | NON-FINAL ACTION MAILED |
| Monday, November 25, 2013 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Monday, December 2, 2013 | ASSIGNED TO LIE |
| Tuesday, December 3, 2013 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Tuesday, December 3, 2013 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Monday, December 30, 2013 | FINAL REFUSAL WRITTEN |
| Tuesday, December 31, 2013 | FINAL REFUSAL MAILED |
| Tuesday, March 25, 2014 | TEAS REQUEST FOR RECONSIDERATION RECEIVED |
| Tuesday, March 25, 2014 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Wednesday, March 26, 2014 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Friday, March 28, 2014 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Wednesday, April 2, 2014 | LAW OFFICE PUBLICATION REVIEW COMPLETED |
| Wednesday, April 16, 2014 | NOTICE OF PUBLICATION |
| Tuesday, May 6, 2014 | PUBLISHED FOR OPPOSITION |
| Tuesday, July 22, 2014 | REGISTERED-PRINCIPAL REGISTER |
| Thursday, April 21, 2016 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
| Wednesday, November 1, 2017 | TEAS CHANGE OF OWNER ADDRESS RECEIVED |
| Wednesday, November 1, 2017 | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED |
| Wednesday, June 6, 2018 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
| Wednesday, May 1, 2019 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
| Monday, July 22, 2019 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED |
| Friday, November 22, 2019 | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
| Friday, November 22, 2019 | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |
| Tuesday, June 2, 2020 | TEAS SECTION 8 & 15 RECEIVED |
| Monday, August 24, 2020 | CASE ASSIGNED TO POST REGISTRATION PARALEGAL |
| Tuesday, August 25, 2020 | REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK. |
| Tuesday, August 25, 2020 | NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED |
| Tuesday, January 17, 2023 | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
| Tuesday, January 17, 2023 | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |
| Tuesday, January 17, 2023 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
| Saturday, July 22, 2023 | COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED |
| Monday, September 11, 2023 | TEAS SECTION 8 & 9 RECEIVED |
| Friday, March 1, 2024 | CASE ASSIGNED TO POST REGISTRATION PARALEGAL |
| Saturday, March 2, 2024 | REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED |
| Saturday, March 2, 2024 | REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS) |
| Saturday, March 2, 2024 | NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED |