FIRST CAROLINA WEALTH Trademark

Trademark Overview


On Monday, September 16, 2019, a trademark application was filed for FIRST CAROLINA WEALTH with the United States Patent and Trademark Office. The USPTO has given the FIRST CAROLINA WEALTH trademark a serial number of 88618124. The federal status of this trademark filing is REGISTERED as of Tuesday, March 2, 2021. This trademark is owned by First Carolina Bank. The FIRST CAROLINA WEALTH trademark is filed in the Insurance & Financial Services category with the following description:

Financial services, namely, wealth management services, financial planning and investment advisory services; providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement; investment management services; corporate trust management, namely, trust management accounts for corporations and other entities; financial services, namely, custodial and escrow services; institutional investment advisory services; financial management of hospital and foundation fund services; institutional financial custodial services, namely, maintaining possession of financial assets for others for financial management purposes; estate planning; services as trustee, executor and trust under will, namely, estate trust management services; financial stock and bond portfolio management; and financial fiduciary trust administration, management and financial planning services; estate planning; estate trust planning; trust services, namel...
first carolina wealth

General Information


Serial Number88618124
Word MarkFIRST CAROLINA WEALTH
Filing DateMonday, September 16, 2019
Status700 - REGISTERED
Status DateTuesday, March 2, 2021
Registration Number6284137
Registration DateTuesday, March 2, 2021
Mark Drawing4000 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateTuesday, June 23, 2020

Trademark Statements


Disclaimer with Predetermined Text"CAROLINA" AND "WEALTH"
Goods and ServicesFinancial services, namely, wealth management services, financial planning and investment advisory services; providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement; investment management services; corporate trust management, namely, trust management accounts for corporations and other entities; financial services, namely, custodial and escrow services; institutional investment advisory services; financial management of hospital and foundation fund services; institutional financial custodial services, namely, maintaining possession of financial assets for others for financial management purposes; estate planning; services as trustee, executor and trust under will, namely, estate trust management services; financial stock and bond portfolio management; and financial fiduciary trust administration, management and financial planning services; estate planning; estate trust planning; trust services, namely, investment and trust company services in the nature of estate trust management and trust management, paying of bills, payment of taxes, and management of retirement investment accounts

Classification Information


International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateTuesday, September 24, 2019
Primary Code036
First Use Anywhere DateSaturday, November 30, 2019
First Use In Commerce DateSaturday, November 30, 2019

Trademark Owner History


Party NameFirst Carolina Bank
Party Type30 - Original Registrant
Legal Entity Type03 - Corporation
AddressRocky Mount, NC 27804

Party NameFirst Carolina Bank
Party Type20 - Owner at Publication
Legal Entity Type03 - Corporation
AddressRocky Mount, NC 27804

Party NameFirst Carolina Bank
Party Type10 - Original Applicant
Legal Entity Type03 - Corporation
AddressRocky Mount, NC 27804

Trademark Events


Event DateEvent Description
Tuesday, March 2, 2021REGISTERED-PRINCIPAL REGISTER
Wednesday, January 27, 2021NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
Tuesday, January 26, 2021ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
Saturday, December 26, 2020STATEMENT OF USE PROCESSING COMPLETE
Wednesday, December 9, 2020USE AMENDMENT FILED
Saturday, December 26, 2020CASE ASSIGNED TO INTENT TO USE PARALEGAL
Wednesday, December 9, 2020TEAS STATEMENT OF USE RECEIVED
Tuesday, August 18, 2020NOA E-MAILED - SOU REQUIRED FROM APPLICANT
Tuesday, June 23, 2020OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Tuesday, June 23, 2020PUBLISHED FOR OPPOSITION
Wednesday, June 3, 2020NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Tuesday, May 19, 2020APPROVED FOR PUB - PRINCIPAL REGISTER
Thursday, May 14, 2020TEAS/EMAIL CORRESPONDENCE ENTERED
Thursday, May 14, 2020CORRESPONDENCE RECEIVED IN LAW OFFICE
Thursday, May 14, 2020TEAS RESPONSE TO OFFICE ACTION RECEIVED
Monday, December 16, 2019NOTIFICATION OF NON-FINAL ACTION E-MAILED
Monday, December 16, 2019NON-FINAL ACTION E-MAILED
Monday, December 16, 2019NON-FINAL ACTION WRITTEN
Monday, December 16, 2019ASSIGNED TO EXAMINER
Tuesday, September 24, 2019NEW APPLICATION OFFICE SUPPLIED DATA ENTERED IN TRAM
Thursday, September 19, 2019NEW APPLICATION ENTERED IN TRAM