FREESTONE Trademark

Trademark Overview

On Wednesday, April 28, 2010, a trademark application was filed for FREESTONE with the United States Patent and Trademark Office. The USPTO has given the FREESTONE trademark a serial number of 85025567. The federal status of this trademark filing is REGISTERED AND RENEWED as of Monday, June 14, 2021. This trademark is owned by Freestone Capital Management, LLC. The FREESTONE trademark is filed in the Insurance & Financial Services category with the following description:

Trust and estate planning services; retirement planning services; charitable and philanthropic monetary giving advisory services; providing information in the field of charitable and philanthropic monetary giving through financial and estate planning; [ insurance agency and brokerage services; ] real estate investment services; providing information related to all of the foregoing services and associated accounts via the Internet, all the foregoing services being provided to high net worth individuals
freestone

General Information

Serial Number85025567
Word MarkFREESTONE
Filing DateWednesday, April 28, 2010
Status800 - REGISTERED AND RENEWED
Status DateMonday, June 14, 2021
Registration Number4092927
Registration DateTuesday, January 31, 2012
Mark Drawing3000 - Illustration: Drawing or design which also includes word(s) / letter(s) / number(s)
Published for Opposition DateTuesday, November 15, 2011

Trademark Statements

Description of MarkThe mark consists of the words "FREESTONE" and a circle design.
Amendment to a Registration/Renewal CertificateIn the statement, line 16 and 17, "disclaimer statement" is deleted. Line 18, "CAPITAL MANAGEMENT" is deleted. The drawing is amended to appear as follows: PUBLISH NEW CUT
Goods and ServicesTrust and estate planning services; retirement planning services; charitable and philanthropic monetary giving advisory services; providing information in the field of charitable and philanthropic monetary giving through financial and estate planning; [ insurance agency and brokerage services; ] real estate investment services; providing information related to all of the foregoing services and associated accounts via the Internet, all the foregoing services being provided to high net worth individuals
Indication of Colors claimedColor is not claimed as a feature of the mark.

Classification Information

International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateTuesday, May 4, 2010
Primary Code036
First Use Anywhere DateFriday, March 5, 2010
First Use In Commerce DateFriday, March 5, 2010

Trademark Owner History

Party NameFreestone Capital Management, LLC
Party Type30 - Original Registrant
Legal Entity Type16 - Limited Liability Company
AddressSeattle, WA 98104
Party NameFreestone Capital Management, LLC
Party Type20 - Owner at Publication
Legal Entity Type16 - Limited Liability Company
AddressSeattle, WA 98101
Party NameFreestone Capital Management, LLC
Party Type10 - Original Applicant
Legal Entity Type16 - Limited Liability Company
AddressSeattle, WA 98101

Trademark Events

Event DateEvent Description
Wednesday, July 27, 2022ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY
Monday, June 14, 2021NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
Monday, June 14, 2021REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
Monday, June 14, 2021REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
Monday, June 14, 2021CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Wednesday, March 10, 2021TEAS SECTION 8 & 9 RECEIVED
Sunday, January 31, 2021COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
Friday, January 26, 2018NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
Friday, January 26, 2018REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
Friday, January 26, 2018CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Monday, January 8, 2018TEAS SECTION 8 & 15 RECEIVED
Tuesday, January 31, 2017COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
Wednesday, November 5, 2014AMENDMENT UNDER SECTION 7 ¿ PROCESSED
Wednesday, October 22, 2014TEAS RESPONSE TO OFFICE ACTION-POST REG RECEIVED
Wednesday, September 17, 2014POST REGISTRATION ACTION MAILED - SEC. 7
Thursday, September 11, 2014CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Tuesday, September 2, 2014TEAS SECTION 7 REQUEST RECEIVED
Tuesday, January 31, 2012REGISTERED-PRINCIPAL REGISTER
Tuesday, November 15, 2011OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Tuesday, November 15, 2011PUBLISHED FOR OPPOSITION
Wednesday, October 26, 2011NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Thursday, October 13, 2011LAW OFFICE PUBLICATION REVIEW COMPLETED
Monday, October 3, 2011EXPARTE APPEAL TERMINATED
Monday, October 3, 2011APPROVED FOR PUB - PRINCIPAL REGISTER
Wednesday, September 14, 2011EXAMINER'S AMENDMENT ENTERED
Wednesday, September 14, 2011ASSIGNED TO LIE
Wednesday, September 14, 2011NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
Wednesday, September 14, 2011EXAMINERS AMENDMENT E-MAILED
Wednesday, September 14, 2011EXAMINERS AMENDMENT -WRITTEN
Tuesday, July 26, 2011EX PARTE APPEAL-INSTITUTED
Tuesday, July 26, 2011JURISDICTION RESTORED TO EXAMINING ATTORNEY
Tuesday, July 26, 2011EXPARTE APPEAL RECEIVED AT TTAB
Tuesday, July 19, 2011TEAS REQUEST FOR RECONSIDERATION RECEIVED
Thursday, January 27, 2011NOTIFICATION OF FINAL REFUSAL EMAILED
Thursday, January 27, 2011FINAL REFUSAL E-MAILED
Thursday, January 27, 2011FINAL REFUSAL WRITTEN
Thursday, December 30, 2010TEAS/EMAIL CORRESPONDENCE ENTERED
Wednesday, December 29, 2010CORRESPONDENCE RECEIVED IN LAW OFFICE
Wednesday, December 29, 2010TEAS RESPONSE TO OFFICE ACTION RECEIVED
Monday, August 9, 2010NOTIFICATION OF NON-FINAL ACTION E-MAILED
Monday, August 9, 2010NON-FINAL ACTION E-MAILED
Monday, August 9, 2010NON-FINAL ACTION WRITTEN
Monday, August 9, 2010ASSIGNED TO EXAMINER
Wednesday, May 5, 2010NOTICE OF DESIGN SEARCH CODE MAILED
Tuesday, May 4, 2010NEW APPLICATION OFFICE SUPPLIED DATA ENTERED IN TRAM
Saturday, May 1, 2010NEW APPLICATION ENTERED IN TRAM

Related Keywords

freestone services estate planning giving providing monetary information philanthropic foregoing charitable