| Serial Number | 88689266 |
| Word Mark | FAMILY VALUE AT RISK |
| Filing Date | Tuesday, November 12, 2019 |
| Status | 700 - REGISTERED |
| Status Date | Tuesday, December 28, 2021 |
| Registration Number | 6603539 |
| Registration Date | Tuesday, December 28, 2021 |
| Mark Drawing | 4000 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | Tuesday, April 7, 2020 |
| Goods and Services | Paper and printed matter, namely, a series of written articles and newsletters in the field of estate planning, finance, insurance and wealth management; printed educational, instructional and teaching materials in the field of estate planning, finance, insurance and wealth management; series of books and workbooks in the field of estate planning, finance, insurance and wealth management |
| Goods and Services | Business services, namely, formulation of procedures, processes and routines in the field of estate planning, finance, insurance and wealth management to assist in making operational, tactical, and strategic decisions for organizations; providing a website containing business and trade information in the field of estate planning, finance, insurance and wealth management |
| Goods and Services | Financial services, namely, wealth management services; investment management, estate review and planning; insurance planning, namely, insurance consultation |
| Goods and Services | Educational services, namely, providing educational conferences and seminars in the field of estate planning, finance, insurance and wealth management; entertainment services, namely, providing live speaking presentations in the field of estate planning, finance, insurance and wealth management; entertainment services, namely, providing webcasts in the field of estate planning, finance, insurance and wealth management |
| International Class | 016 - Paper, cardboard and goods made from these materials, not included in other classes; printed matter; bookbinding material; photographs; stationery; adhesives for stationery or household purposes; artists' materials; paint brushes; typewriters and office requisites (except furniture); instructional and teaching material (except apparatus); plastic materials for packaging (not included in other classes); printers' type; printing blocks. |
| US Class Codes | 002, 005, 022, 023, 029, 037, 038, 050 |
| Class Status Code | 6 - Active |
| Class Status Date | Tuesday, November 19, 2019 |
| Primary Code | 016 |
| First Use Anywhere Date | Tuesday, August 13, 2019 |
| First Use In Commerce Date | Tuesday, August 13, 2019 |
| International Class | 035 - Advertising; business management; business administration; office functions. |
| US Class Codes | 100, 101, 102 |
| Class Status Code | 6 - Active |
| Class Status Date | Tuesday, November 19, 2019 |
| Primary Code | 035 |
| First Use Anywhere Date | Tuesday, August 13, 2019 |
| First Use In Commerce Date | Tuesday, August 13, 2019 |
| International Class | 036 - Insurance; financial affairs; monetary affairs; real estate affairs. |
| US Class Codes | 100, 101, 102 |
| Class Status Code | 6 - Active |
| Class Status Date | Tuesday, November 19, 2019 |
| Primary Code | 036 |
| First Use Anywhere Date | Tuesday, August 13, 2019 |
| First Use In Commerce Date | Tuesday, August 13, 2019 |
| 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 | Tuesday, November 19, 2019 |
| Primary Code | 041 |
| First Use Anywhere Date | Tuesday, August 13, 2019 |
| First Use In Commerce Date | Tuesday, August 13, 2019 |
| Party Name | HT Lerner Holdco LLC |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Deerfield, IL 60015 |
| Party Name | HT Lerner Holdco LLC |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Deerfield, IL 60015 |
| Party Name | HT Lerner Holdco LLC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Deerfield, IL 60015 |
| Event Date | Event Description |
| Tuesday, December 28, 2021 | REGISTERED-PRINCIPAL REGISTER |
| Tuesday, November 23, 2021 | NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED |
| Monday, November 22, 2021 | ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED |
| Monday, October 25, 2021 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Monday, October 25, 2021 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Monday, October 25, 2021 | TEAS REQUEST FOR RECONSIDERATION RECEIVED |
| Thursday, October 14, 2021 | NOTIFICATION OF FINAL REFUSAL EMAILED |
| Thursday, October 14, 2021 | FINAL REFUSAL E-MAILED |
| Thursday, October 14, 2021 | SU - FINAL REFUSAL - WRITTEN |
| Thursday, July 22, 2021 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Thursday, July 22, 2021 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Wednesday, July 21, 2021 | ASSIGNED TO LIE |
| Saturday, July 3, 2021 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Monday, January 25, 2021 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Monday, January 25, 2021 | NON-FINAL ACTION E-MAILED |
| Monday, January 25, 2021 | SU - NON-FINAL ACTION - WRITTEN |
| Friday, December 11, 2020 | STATEMENT OF USE PROCESSING COMPLETE |
| Wednesday, December 2, 2020 | USE AMENDMENT FILED |
| Friday, December 11, 2020 | CASE ASSIGNED TO INTENT TO USE PARALEGAL |
| Wednesday, December 2, 2020 | TEAS STATEMENT OF USE RECEIVED |
| Tuesday, June 2, 2020 | NOA MAILED - SOU REQUIRED FROM APPLICANT |
| Tuesday, April 7, 2020 | PUBLISHED FOR OPPOSITION |
| Wednesday, March 18, 2020 | NOTICE OF PUBLICATION |
| Thursday, March 5, 2020 | EXAMINER'S AMENDMENT MAILED |
| Wednesday, March 4, 2020 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Tuesday, March 3, 2020 | EXAMINER'S AMENDMENT ENTERED |
| Tuesday, March 3, 2020 | EXAMINERS AMENDMENT -WRITTEN |
| Saturday, February 15, 2020 | ASSIGNED TO EXAMINER |
| Tuesday, November 19, 2019 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED IN TRAM |
| Friday, November 15, 2019 | NEW APPLICATION ENTERED IN TRAM |