| Serial Number | 97876568 |
| Word Mark | FIRST CITIZENS WEALTH |
| Filing Date | Thursday, April 6, 2023 |
| Status | 700 - REGISTERED |
| Status Date | Tuesday, February 27, 2024 |
| Registration Number | 7316221 |
| Registration Date | Tuesday, February 27, 2024 |
| Mark Drawing | 3 - Illustration: Drawing or design which also includes word(s) / letter(s) / number(s) |
| Published for Opposition Date | Tuesday, December 12, 2023 |
| Description of Mark | The mark consists of the stylized words "FIRST CITIZENS WEALTH" to the right of the design of a flag with horizontal lines and a vertical line within a framed square. |
| Amendment to a Registration/Renewal Certificate | The drawing is amended to appear as follows: PUBLISH NEW CUT; in line 12 "management" is deleted; in line 15 "management" is deleted. |
| In Another Form Statement | The mark was first used in commerce in a different form other than that sought to be registered at least as early as 12/30/1930 |
| Goods and Services | Financial planning and investment services, namely, wealth management services; financial asset management; private banking; financial planning services, namely wealth transfer planning services |
| Indication of Colors claimed | Color is not claimed as a feature of the mark. |
| NOT AVAILABLE | "WEALTH" |
| In Another Form Statement | The mark was first used anywhere in a different form other than that sought to be registered at least as early as 12/30/1930 |
| 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 | Monday, May 1, 2023 |
| Primary Code | 036 |
| First Use Anywhere Date | Saturday, January 31, 2015 |
| First Use In Commerce Date | Saturday, January 31, 2015 |
| Party Name | First Citizens Bancshares, Inc. |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 03 - Corporation |
| Address | Raleigh, NC 27609 |
| Party Name | First Citizens Bancshares, Inc. |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 03 - Corporation |
| Address | Raleigh, NC 27609 |
| Party Name | First Citizens Bancshares, Inc. |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 03 - Corporation |
| Address | Raleigh, NC 27609 |
| Event Date | Event Description |
| Tuesday, September 19, 2023 | NON-FINAL ACTION WRITTEN |
| Monday, April 10, 2023 | NEW APPLICATION ENTERED |
| Monday, May 1, 2023 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Tuesday, May 2, 2023 | NOTICE OF DESIGN SEARCH CODE E-MAILED |
| Thursday, September 14, 2023 | ASSIGNED TO EXAMINER |
| Wednesday, November 1, 2023 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Tuesday, September 19, 2023 | NON-FINAL ACTION E-MAILED |
| Tuesday, September 19, 2023 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Wednesday, November 1, 2023 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Thursday, November 2, 2023 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Thursday, November 2, 2023 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Tuesday, December 12, 2023 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Wednesday, November 22, 2023 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Tuesday, December 12, 2023 | PUBLISHED FOR OPPOSITION |
| Tuesday, February 27, 2024 | REGISTERED-PRINCIPAL REGISTER |
| Wednesday, February 28, 2024 | TEAS SECTION 7 REQUEST RECEIVED |
| Tuesday, February 27, 2024 | NOTICE OF REGISTRATION CONFIRMATION EMAILED |
| Friday, September 27, 2024 | AMENDMENT UNDER SECTION 7 - PROCESSED |
| Monday, September 23, 2024 | CASE ASSIGNED TO POST REGISTRATION PARALEGAL |