| Serial Number | 97118835 |
| Word Mark | FIDUCIAR(EASE) |
| Filing Date | Wednesday, November 10, 2021 |
| Status | 700 - REGISTERED |
| Status Date | Tuesday, April 4, 2023 |
| Registration Number | 7020539 |
| Registration Date | Tuesday, April 4, 2023 |
| Mark Drawing | 4000 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | Tuesday, December 6, 2022 |
| Goods and Services | Capital investment; consultancy of capital investment; financial administration of retirement plans; financial administration of employee retirement plans employing a fiduciary evaluation system; financial advisory and consultancy services; financial analysis; financial consultation; financial consultation in the field of maintenance, recordkeeping, and fiduciary operations on behalf of businesses for their employees so as to comply with financial regulatory requirements; financial consulting; financial custody services, namely, maintaining possession of financial assets for others for financial management purposes; financial due diligence; financial information and advisory services; financial information processing; financial information provided by electronic means in the field of securities trading, investments, employee retirement plans; financial portfolio analysis services; financial retirement plan consulting services; financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; investment of funds; management of portfolios comprising securities; providing financial assessment services to fiduciaries and employers related to financial offerings on behalf of their employees; providing financial information services to fiduciaries and employers related to financial offerings on behalf of their employees; providing information in the field of employee financial benefit plans; providing information in the field of employee financial benefit plans and administration of employee financial benefit plans for clients via the internet; providing investors with financial information |
| 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, November 18, 2021 |
| Primary Code | 036 |
| First Use Anywhere Date | Sunday, August 1, 2021 |
| First Use In Commerce Date | Sunday, August 1, 2021 |
| Party Name | 3(38) Investment Fiduciaries Inc. |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 03 - Corporation |
| Address | Westlake Village, CA 91362 |
| Party Name | 3(38) Investment Fiduciaries Inc. |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 03 - Corporation |
| Address | Westlake Village, CA 91362 |
| Party Name | 3(38) Investment Fiduciaries Inc. |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 03 - Corporation |
| Address | Westlake Village, CA 91362 |
| Event Date | Event Description |
| Tuesday, April 4, 2023 | NOTICE OF REGISTRATION CONFIRMATION EMAILED |
| Tuesday, April 4, 2023 | REGISTERED-PRINCIPAL REGISTER |
| Tuesday, February 28, 2023 | NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED |
| Monday, February 27, 2023 | ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED |
| Friday, February 24, 2023 | STATEMENT OF USE PROCESSING COMPLETE |
| Wednesday, February 1, 2023 | USE AMENDMENT FILED |
| Thursday, February 23, 2023 | CASE ASSIGNED TO INTENT TO USE PARALEGAL |
| Wednesday, February 1, 2023 | TEAS STATEMENT OF USE RECEIVED |
| Tuesday, January 31, 2023 | NOA E-MAILED - SOU REQUIRED FROM APPLICANT |
| Tuesday, December 6, 2022 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, December 6, 2022 | PUBLISHED FOR OPPOSITION |
| Wednesday, November 16, 2022 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Sunday, October 30, 2022 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Monday, August 22, 2022 | EXAMINER'S AMENDMENT ENTERED |
| Monday, August 22, 2022 | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED |
| Monday, August 22, 2022 | EXAMINERS AMENDMENT E-MAILED |
| Monday, August 22, 2022 | EXAMINERS AMENDMENT -WRITTEN |
| Sunday, August 21, 2022 | ASSIGNED TO EXAMINER |
| Thursday, November 18, 2021 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Saturday, November 13, 2021 | NEW APPLICATION ENTERED |