| Serial Number | 85393319 |
| Word Mark | FAMILY WEALTH MANAGEMENT |
| Filing Date | Tuesday, August 9, 2011 |
| Status | 710 - CANCELLED - SECTION 8 |
| Status Date | Friday, October 28, 2022 |
| Registration Number | 4128520 |
| Registration Date | Tuesday, April 17, 2012 |
| Mark Drawing | 3000 - Illustration: Drawing or design which also includes word(s) / letter(s) / number(s) |
| Published for Opposition Date | Tuesday, January 31, 2012 |
| Description of Mark | The mark consists of "FAMILY WEALTH" in blue font above a gold line with "MANAGEMENT" in blue font below the gold line. To the left of the text and the same height top to bottom as both lines of the text, is a triangle, split into three sections horizontally. Each section outlined in a gold line and filled in blue. |
| Goods and Services | Financial asset management; Financial services in the nature of an investment security; Financial services, namely, a total portfolio offering for high net worth clients consisting of both separate accounts and mutual funds for equity and fixed income investments; Financial services, namely, broker/dealer services on securities exchanges and over-the-counter markets; Financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; Financial services, namely, investment fund transfer and transaction services; Financial services, namely, operation and management of hedge funds, commodity pools and other collective investment vehicles, and trading for others of securities, options, futures, derivatives, debt instruments and commodities; Financial services, namely, providing an investment option available for variable annuity and variable life insurance products; Financial services, namely, wealth management services; Investment management; Providing financial services with respect to securities and other financial instruments and products, namely, money management services; Providing financial services with respect to securities and other financial instruments and products, namely, trading of and investments in securities and financial instruments and products for others; Public equity investment management |
| Indication of Colors claimed | The color(s) blue and gold is/are claimed as a feature of the mark. |
| Disclaimer with Predetermined Text | "FAMILY WEALTH MANAGEMENT" |
| International Class | 036 - Insurance; financial affairs; monetary affairs; real estate affairs. |
| US Class Codes | 100, 101, 102 |
| Class Status Code | 2 - Sec. 8 - Entire Registration |
| Class Status Date | Friday, October 28, 2022 |
| Primary Code | 036 |
| First Use Anywhere Date | Tuesday, January 1, 2008 |
| First Use In Commerce Date | Tuesday, January 1, 2008 |
| Party Name | Bolton Capital Management, Inc. |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 03 - Corporation |
| Address | Strongsville, OH 44136 |
| Party Name | Bolton Capital Management, Inc. |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 03 - Corporation |
| Address | Strongsville, OH 44136 |
| Party Name | Bolton Capital Management, Inc. |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 03 - Corporation |
| Address | Strongsville, OH 44136 |
| Event Date | Event Description |
| Friday, October 28, 2022 | CANCELLED SEC. 8 (10-YR)/EXPIRED SECTION 9 |
| Saturday, April 17, 2021 | COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED |
| Thursday, May 24, 2018 | NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED |
| Thursday, May 24, 2018 | REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK. |
| Thursday, May 24, 2018 | CASE ASSIGNED TO POST REGISTRATION PARALEGAL |
| Friday, May 11, 2018 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
| Friday, May 11, 2018 | TEAS SECTION 8 & 15 RECEIVED |
| Monday, April 17, 2017 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED |
| Tuesday, April 17, 2012 | REGISTERED-PRINCIPAL REGISTER |
| Tuesday, January 31, 2012 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, January 31, 2012 | PUBLISHED FOR OPPOSITION |
| Wednesday, January 11, 2012 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Tuesday, December 27, 2011 | LAW OFFICE PUBLICATION REVIEW COMPLETED |
| Wednesday, December 21, 2011 | ASSIGNED TO LIE |
| Thursday, December 1, 2011 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Thursday, December 1, 2011 | EXAMINER'S AMENDMENT ENTERED |
| Thursday, December 1, 2011 | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED |
| Thursday, December 1, 2011 | EXAMINERS AMENDMENT E-MAILED |
| Thursday, December 1, 2011 | EXAMINERS AMENDMENT -WRITTEN |
| Thursday, December 1, 2011 | ASSIGNED TO EXAMINER |
| Saturday, August 13, 2011 | NOTICE OF DESIGN SEARCH CODE MAILED |
| Friday, August 12, 2011 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED IN TRAM |
| Friday, August 12, 2011 | NEW APPLICATION ENTERED IN TRAM |