
| Serial Number | 90738538 |
| Word Mark | FIVE NINE WEALTH MANAGEMENT |
| Filing Date | Thursday, May 27, 2021 |
| Status | 700 - REGISTERED |
| Status Date | Tuesday, April 11, 2023 |
| Registration Number | 7026875 |
| Registration Date | Tuesday, April 11, 2023 |
| Mark Drawing | 4000 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | Tuesday, August 9, 2022 |
| Goods and Services | Financial planning for retirement; financial retirement plan consulting services; estate planning; financial and insurance risk management; financial risk management consultation; investment of funds; providing financial services with respect to securities and other financial instruments and products, namely, trading of and investments in securities and financial instruments and products for others; information, advisory, consultancy and research services relating to finance and investments; investment services, namely, asset acquisition, consultation, development and management services; financial planning and investment advisory services and consulting services related thereto; providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement; financial and investment services, namely, management and brokerage in the fields of stocks, bonds, options, commodities, futures and other securities, and the investment of funds of others; fund investment consultation; consulting services in the field of state and federal employee benefit plans concerning insurance and finance; providing information in the field of employee financial benefit plans |
| Goods and Services | Tax consultation and advisory services |
| Disclaimer with Predetermined Text | "WEALTH MANAGEMENT" |
| International Class | 035 - Advertising; business management; business administration; office functions. |
| US Class Codes | 100, 101, 102 |
| Class Status Code | 6 - Active |
| Class Status Date | Sunday, August 22, 2021 |
| Primary Code | 035 |
| First Use Anywhere Date | Tuesday, January 17, 2023 |
| First Use In Commerce Date | Tuesday, January 17, 2023 |
| 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 | Sunday, August 22, 2021 |
| Primary Code | 036 |
| First Use Anywhere Date | Tuesday, January 17, 2023 |
| First Use In Commerce Date | Tuesday, January 17, 2023 |
| Party Name | Bank Five Nine |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 99 - Other |
| Address | Oconomowoc, WI 53066 |
| Party Name | Bank Five Nine |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 99 - Other |
| Address | Oconomowoc, WI 53066 |
| Party Name | Bank Five Nine |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 99 - Other |
| Address | Oconomowoc, WI 53066 |
| Event Date | Event Description |
| Tuesday, April 11, 2023 | NOTICE OF REGISTRATION CONFIRMATION EMAILED |
| Tuesday, April 11, 2023 | REGISTERED-PRINCIPAL REGISTER |
| Friday, March 10, 2023 | NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED |
| Thursday, March 9, 2023 | ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED |
| Sunday, February 19, 2023 | STATEMENT OF USE PROCESSING COMPLETE |
| Wednesday, January 25, 2023 | USE AMENDMENT FILED |
| Sunday, February 19, 2023 | CASE ASSIGNED TO INTENT TO USE PARALEGAL |
| Wednesday, January 25, 2023 | TEAS STATEMENT OF USE RECEIVED |
| Tuesday, October 4, 2022 | NOA E-MAILED - SOU REQUIRED FROM APPLICANT |
| Tuesday, August 9, 2022 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, August 9, 2022 | PUBLISHED FOR OPPOSITION |
| Wednesday, July 20, 2022 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Tuesday, July 5, 2022 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Tuesday, June 28, 2022 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Tuesday, June 28, 2022 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Tuesday, June 28, 2022 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Wednesday, February 16, 2022 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Wednesday, February 16, 2022 | NON-FINAL ACTION E-MAILED |
| Wednesday, February 16, 2022 | NON-FINAL ACTION WRITTEN |
| Wednesday, February 9, 2022 | ASSIGNED TO EXAMINER |
| Sunday, August 22, 2021 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Monday, May 31, 2021 | NEW APPLICATION ENTERED |