| Serial Number | 97452177 |
| Word Mark | GLASS JACOBSON WEALTH ADVISORS |
| Filing Date | Friday, June 10, 2022 |
| Status | 700 - REGISTERED |
| Status Date | Tuesday, August 1, 2023 |
| Registration Number | 7125279 |
| Registration Date | Tuesday, August 1, 2023 |
| Mark Drawing | 3000 - Illustration: Drawing or design which also includes word(s) / letter(s) / number(s) |
| Published for Opposition Date | Tuesday, May 16, 2023 |
| Description of Mark | The mark consists of "GLASSJACOBSON WEALTH ADVISORS", with "GLASS" in blue capital letters and "JACOBSON" in thicker orange letters, with the first "O" in "JACOBSON" comprised of orange and blue arrows pointing to each other, above "WEALTH ADVISORS" in thin capital blue letters. The white areas in the mark represent background and/or transparency and are not a part of the mark. |
| Goods and Services | Financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; Consulting services in the field of retirement plan administration; Financial administration of retirement plans; Financial planning for retirement; Individual retirement account services; Regulatory compliance consulting in the field of retirement plan administration; Advice relating to investments; Advising others concerning investments in intellectual property assets and intangible business assets, both directly and indirectly through other entities; Annuity services, namely, account and investment administration; Annuity services, namely, account and investment administration and the investment and distribution of annuity funds; Capital investment consulting; Capital investment services; Equity capital investment; Fund investment consultation; Financial services, namely, providing an investment option available for variable annuity and variable life insurance products; Financial services, namely, wealth management services |
| Indication of Colors claimed | The color(s) blue and orange is/are claimed as a feature of the mark. |
| Disclaimer with Predetermined Text | "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 | Wednesday, April 12, 2023 |
| Primary Code | 036 |
| First Use Anywhere Date | Wednesday, June 8, 2022 |
| First Use In Commerce Date | Wednesday, June 8, 2022 |
| Party Name | Glass Jacobson Investment Advisors, LLC |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Owings Mills, MD 21117 |
| Party Name | Glass Jacobson Investment Advisors, LLC |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Owings Mills, MD 21117 |
| Party Name | Glass Jacobson Investment Advisors, LLC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Owings Mills, MD 21117 |
| Event Date | Event Description |
| Tuesday, August 1, 2023 | NOTICE OF REGISTRATION CONFIRMATION EMAILED |
| Tuesday, August 1, 2023 | REGISTERED-PRINCIPAL REGISTER |
| Tuesday, May 16, 2023 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, May 16, 2023 | PUBLISHED FOR OPPOSITION |
| Wednesday, April 26, 2023 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Wednesday, April 12, 2023 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Wednesday, April 12, 2023 | EXAMINER'S AMENDMENT ENTERED |
| Wednesday, April 12, 2023 | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED |
| Wednesday, April 12, 2023 | EXAMINERS AMENDMENT E-MAILED |
| Wednesday, April 12, 2023 | EXAMINERS AMENDMENT -WRITTEN |
| Tuesday, April 11, 2023 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Monday, April 10, 2023 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Monday, April 10, 2023 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Wednesday, April 5, 2023 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Wednesday, April 5, 2023 | NON-FINAL ACTION E-MAILED |
| Wednesday, April 5, 2023 | NON-FINAL ACTION WRITTEN |
| Friday, March 24, 2023 | ASSIGNED TO EXAMINER |
| Wednesday, June 22, 2022 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Tuesday, June 14, 2022 | NEW APPLICATION ENTERED |