| Serial Number | 86956819 |
| Word Mark | FINANCIAL SYNERGIES PATHWAY |
| Filing Date | Tuesday, March 29, 2016 |
| Status | 701 - SECTION 8 - ACCEPTED |
| Status Date | Wednesday, May 4, 2022 |
| Registration Number | 5085771 |
| Registration Date | Tuesday, November 22, 2016 |
| Mark Drawing | 3000 - Illustration: Drawing or design which also includes word(s) / letter(s) / number(s) |
| Published for Opposition Date | Tuesday, September 6, 2016 |
| Description of Mark | The mark consists of a square formed by three solid blue blocks and one transparent block outlined by blue lines and situated at the top right of the square; a blue arrow inside the transparent block; and the words "FINANCIAL SYNERGIES" in gray above the word "PATHWAY" in blue to the right of the square. The color white in the drawing represents background and transparent areas and is not claimed as a feature of the mark. |
| Goods and Services | Financial planning; Investment management |
| Indication of Colors claimed | The colors blue and gray are claimed as a feature of the mark. |
| Disclaimer with Predetermined Text | "FINANCIAL" |
| 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 | Friday, April 1, 2016 |
| Primary Code | 036 |
| First Use Anywhere Date | Thursday, May 22, 2014 |
| First Use In Commerce Date | Thursday, May 22, 2014 |
| Party Name | Financial Synergies Asset Management |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 03 - Corporation |
| Address | Houston, TX 77027 |
| Party Name | Financial Synergies Asset Management |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 03 - Corporation |
| Address | Houston, TX 77027 |
| Party Name | Financial Synergies Asset Management |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 03 - Corporation |
| Address | Houston, TX 77027 |
| Event Date | Event Description |
| Wednesday, May 4, 2022 | NOTICE OF ACCEPTANCE OF SEC. 8 - E-MAILED |
| Wednesday, May 4, 2022 | REGISTERED - SEC. 8 (6-YR) ACCEPTED |
| Wednesday, May 4, 2022 | CASE ASSIGNED TO POST REGISTRATION PARALEGAL |
| Monday, November 22, 2021 | TEAS SECTION 8 RECEIVED |
| Monday, November 22, 2021 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED |
| Tuesday, November 22, 2016 | REGISTERED-PRINCIPAL REGISTER |
| Tuesday, September 6, 2016 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, September 6, 2016 | PUBLISHED FOR OPPOSITION |
| Wednesday, August 17, 2016 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Tuesday, August 2, 2016 | LAW OFFICE PUBLICATION REVIEW COMPLETED |
| Wednesday, July 27, 2016 | ASSIGNED TO LIE |
| Monday, July 18, 2016 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Friday, July 15, 2016 | EXAMINER'S AMENDMENT ENTERED |
| Friday, July 15, 2016 | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED |
| Friday, July 15, 2016 | EXAMINERS AMENDMENT E-MAILED |
| Friday, July 15, 2016 | EXAMINERS AMENDMENT -WRITTEN |
| Tuesday, July 12, 2016 | ASSIGNED TO EXAMINER |
| Saturday, April 2, 2016 | NOTICE OF DESIGN SEARCH CODE E-MAILED |
| Friday, April 1, 2016 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED IN TRAM |
| Friday, April 1, 2016 | NEW APPLICATION ENTERED IN TRAM |