| 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 | 3 - Illustration: Drawing or design which also includes word(s) / letter(s) / number(s) |
| Published for Opposition Date | Tuesday, September 6, 2016 |
| Goods and Services | Financial planning; Investment management |
| 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. |
| Indication of Colors claimed | The colors blue and gray are claimed as a feature of the mark. |
| NOT AVAILABLE | "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 US |
| Party Name | Financial Synergies Asset Management |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 03 - Corporation |
| Address | Houston, TX 77027 US |
| Party Name | Financial Synergies Asset Management |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 03 - Corporation |
| Address | Houston, TX 77027 US |
| Event Date | Event Description |
| Friday, April 1, 2016 | NEW APPLICATION ENTERED |
| Friday, April 1, 2016 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Saturday, April 2, 2016 | NOTICE OF DESIGN SEARCH CODE E-MAILED |
| Tuesday, July 12, 2016 | ASSIGNED TO EXAMINER |
| Friday, July 15, 2016 | EXAMINERS AMENDMENT -WRITTEN |
| Friday, July 15, 2016 | EXAMINERS AMENDMENT E-MAILED |
| Friday, July 15, 2016 | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED |
| Friday, July 15, 2016 | EXAMINER'S AMENDMENT ENTERED |
| Monday, July 18, 2016 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Wednesday, July 27, 2016 | ASSIGNED TO LIE |
| Tuesday, August 2, 2016 | LAW OFFICE PUBLICATION REVIEW COMPLETED |
| Wednesday, August 17, 2016 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Tuesday, September 6, 2016 | PUBLISHED FOR OPPOSITION |
| Tuesday, September 6, 2016 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, November 22, 2016 | REGISTERED-PRINCIPAL REGISTER |
| Monday, November 22, 2021 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED |
| Monday, November 22, 2021 | TEAS SECTION 8 RECEIVED |
| Wednesday, May 4, 2022 | CASE ASSIGNED TO POST REGISTRATION PARALEGAL |
| Wednesday, May 4, 2022 | REGISTERED - SEC. 8 (6-YR) ACCEPTED |
| Wednesday, May 4, 2022 | NOTICE OF ACCEPTANCE OF SEC. 8 - E-MAILED |
| Friday, March 13, 2026 | COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED |