| Serial Number | 87882538 |
| Word Mark | FINANCIAL SYNERGIES WEALTH ADVISORS |
| Filing Date | Wednesday, April 18, 2018 |
| Status | 701 - SECTION 8 - ACCEPTED |
| Status Date | Friday, May 31, 2024 |
| Registration Number | 5659643 |
| Registration Date | Tuesday, January 22, 2019 |
| Mark Drawing | 3 - Illustration: Drawing or design which also includes word(s) / letter(s) / number(s) |
| Published for Opposition Date | Tuesday, November 6, 2018 |
| Description of Mark | The mark consists of a design of four blocks forming a square, with a shaded star appearing inside the single non-shaded block on the top left. To the right appears the stylized wording "FINANCIAL SYNERGIES WEALTH ADVISORS", with "FINANCIAL SYNERGIES" in larger font directly above and aligned on the left of the "WEALTH ADVISORS". |
| Goods and Services | Financial planning; Financial planning for retirement; Investment management; Financial services, namely, wealth management services |
| Indication of Colors claimed | Color is not claimed as a feature of the mark. |
| NOT AVAILABLE | "FINANCIAL" AND "WEALTH ADVISORS" |
| 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, April 26, 2018 |
| Primary Code | 036 |
| First Use Anywhere Date | Wednesday, April 18, 2018 |
| First Use In Commerce Date | Wednesday, April 18, 2018 |
| Party Name | FINANCIAL SYNERGIES WEALTH ADVISORS, INC. |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 03 - Corporation |
| Address | Houston, TX 77027 |
| Party Name | FINANCIAL SYNERGIES WEALTH ADVISORS, INC. |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 03 - Corporation |
| Address | Houston, TX 77027 |
| Party Name | FINANCIAL SYNERGIES WEALTH ADVISORS, INC. |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 03 - Corporation |
| Address | Houston, TX 77027 |
| Event Date | Event Description |
| Tuesday, August 7, 2018 | ASSIGNED TO EXAMINER |
| Saturday, April 21, 2018 | NEW APPLICATION ENTERED |
| Thursday, April 26, 2018 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Friday, April 27, 2018 | NOTICE OF DESIGN SEARCH CODE E-MAILED |
| Thursday, September 20, 2018 | EXAMINER'S AMENDMENT ENTERED |
| Tuesday, August 14, 2018 | NON-FINAL ACTION E-MAILED |
| Tuesday, August 14, 2018 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Tuesday, August 14, 2018 | NON-FINAL ACTION WRITTEN |
| Wednesday, August 15, 2018 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Thursday, August 30, 2018 | ASSIGNED TO LIE |
| Thursday, September 6, 2018 | ASSIGNED TO LIE |
| Tuesday, September 11, 2018 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Tuesday, September 11, 2018 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Thursday, September 20, 2018 | EXAMINERS AMENDMENT -WRITTEN |
| Thursday, September 20, 2018 | EXAMINERS AMENDMENT E-MAILED |
| Thursday, September 20, 2018 | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED |
| Monday, October 1, 2018 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Thursday, October 4, 2018 | LAW OFFICE PUBLICATION REVIEW COMPLETED |
| Wednesday, October 17, 2018 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Tuesday, November 6, 2018 | PUBLISHED FOR OPPOSITION |
| Tuesday, November 6, 2018 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, January 22, 2019 | REGISTERED-PRINCIPAL REGISTER |
| Monday, January 22, 2024 | TEAS SECTION 8 RECEIVED |
| Monday, January 22, 2024 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED |
| Tuesday, May 28, 2024 | CASE ASSIGNED TO POST REGISTRATION PARALEGAL |
| Thursday, May 30, 2024 | POST REGISTRATION ACTION MAILED - SEC. 8 |
| Thursday, May 30, 2024 | TEAS RESPONSE TO OFFICE ACTION-POST REG RECEIVED |
| Friday, May 31, 2024 | REGISTERED - SEC. 8 (6-YR) ACCEPTED |
| Friday, May 31, 2024 | NOTICE OF ACCEPTANCE OF SEC. 8 - E-MAILED |