| Serial Number | 97260606 |
| Word Mark | FELLOWS WEALTH MANAGEMENT |
| Filing Date | Wednesday, February 9, 2022 |
| Status | 700 - REGISTERED |
| Status Date | Tuesday, September 26, 2023 |
| Registration Number | 7172559 |
| Registration Date | Tuesday, September 26, 2023 |
| Mark Drawing | 4000 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | Tuesday, July 11, 2023 |
| Goods and Services | Financial planning; Financial planning and investment advisory services; Financial planning consultation; Financial planning for retirement; Financial planning services, namely, developing and managing charitable giving programs on behalf of wealthy individuals or families; Financial planning, namely, the creation of personalized strategies to achieve financial independence; Financial administration of retirement plans; Financial advice, namely, budget planning; Financial consulting services in the field of planned giving for non-profit and charitable organizations; Financial management in the field of investment portfolios and employee pension plans; Financial retirement plan consulting services; Financial trust planning; Investment advice; Investment advice in the fields of municipal bonds, securities, retirement and private and public equity; Investment advisory services; Investment consultancy; Investment consultation; Investment consultation in the fields of municipal bonds, securities, retirement and private and public equity; Advice relating to investments; Advising others concerning investments in intellectual property assets and intangible business assets, both directly and indirectly through other entities; Capital investment consulting; Commodity investment advice; Consultancy of capital investment; Financial consulting services, namely, advising others regarding intellectual property investments; 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, a total portfolio offering for high net worth clients consisting of both separate accounts and mutual funds for equity and fixed income investments; Fund investment consultation; Global investment research services; Information, advisory, consultancy and financial research services relating to finance and investments; Monitoring financial markets for investment purposes; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement; Providing information and research in the field of finance and financial investments; Providing information in the field of employee financial benefit plans; Providing information, commentary and advice in the field of finance, financial investments and financial valuations |
| Disclaimer with Predetermined Text | "WEALTH MANAGEMENT" |
| 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 | Thursday, December 1, 2022 |
| Primary Code | 036 |
| First Use Anywhere Date | Monday, January 1, 2018 |
| First Use In Commerce Date | Monday, January 1, 2018 |
| Party Name | FELLOWS WEALTH MANAGEMENT INC |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 03 - Corporation |
| Address | Irvine, CA 92618 |
| Party Name | FELLOWS WEALTH MANAGEMENT INC |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 03 - Corporation |
| Address | Irvine, CA 92618 |
| Party Name | FELLOWS WEALTH MANAGEMENT INC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 03 - Corporation |
| Address | Irvine, CA 92618 |
| Event Date | Event Description |
| Tuesday, September 26, 2023 | NOTICE OF REGISTRATION CONFIRMATION EMAILED |
| Tuesday, September 26, 2023 | REGISTERED-PRINCIPAL REGISTER |
| Tuesday, July 11, 2023 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, July 11, 2023 | PUBLISHED FOR OPPOSITION |
| Wednesday, June 21, 2023 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Wednesday, June 7, 2023 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Wednesday, June 7, 2023 | EXAMINER'S AMENDMENT ENTERED |
| Wednesday, June 7, 2023 | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED |
| Wednesday, June 7, 2023 | EXAMINERS AMENDMENT E-MAILED |
| Wednesday, June 7, 2023 | EXAMINERS AMENDMENT -WRITTEN |
| Friday, May 19, 2023 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
| Friday, May 19, 2023 | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |
| Friday, May 19, 2023 | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
| Friday, May 19, 2023 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
| Friday, May 19, 2023 | TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS |
| Friday, May 19, 2023 | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |
| Friday, May 19, 2023 | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
| Friday, May 19, 2023 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Wednesday, April 19, 2023 | NOTIFICATION OF NOTICE OF UNRESPONSIVE AMENDMENT - E-MAILED |
| Wednesday, April 19, 2023 | NOTICE OF UNRESPONSIVE AMENDMENT - E-MAILED |
| Wednesday, April 19, 2023 | REPORT UNRESPONSIVE AMENDMENT - COMPLETED |
| Thursday, March 9, 2023 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Wednesday, March 8, 2023 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Wednesday, March 8, 2023 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Wednesday, January 18, 2023 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
| Wednesday, January 18, 2023 | TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS |
| Wednesday, January 18, 2023 | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |
| Wednesday, January 18, 2023 | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
| Thursday, December 8, 2022 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Thursday, December 8, 2022 | NON-FINAL ACTION E-MAILED |
| Thursday, December 8, 2022 | NON-FINAL ACTION WRITTEN |
| Monday, November 21, 2022 | ASSIGNED TO EXAMINER |
| Tuesday, February 15, 2022 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Saturday, February 12, 2022 | NEW APPLICATION ENTERED |