| Serial Number | 87466283 |
| Word Mark | GOALVEST ADVISORY |
| Filing Date | Friday, May 26, 2017 |
| Status | 702 - SECTION 8 & 15 - ACCEPTED AND ACKNOWLEDGED |
| Status Date | Wednesday, June 26, 2024 |
| Registration Number | 5369138 |
| Registration Date | Tuesday, January 2, 2018 |
| Mark Drawing | 3 - Illustration: Drawing or design which also includes word(s) / letter(s) / number(s) |
| Published for Opposition Date | Tuesday, October 17, 2017 |
| Description of Mark | The mark consists of the word "goalvest" in all capital letters with the letter "E" replaced by three horizontal lines with the word "advisory" underneath in all capital letters. |
| Goods and Services | Financial planning, namely, comprehensive one on one financial advice and recommendations and ongoing financial management and advice services to assist individuals in being proactive and financially prepared; Investment management; Financial services, namely, wealth management services |
| Indication of Colors claimed | Color is not claimed as a feature of the mark. |
| NOT AVAILABLE | "ADVISORY" |
| 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 | Friday, June 2, 2017 |
| Primary Code | 036 |
| First Use Anywhere Date | Friday, December 30, 2016 |
| First Use In Commerce Date | Friday, December 30, 2016 |
| Party Name | GoalVest Advisory LLC |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | New York, NY 10007 |
| Party Name | GoalVest Advisory LLC |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | New York, NY 10023 |
| Party Name | GoalVest Advisory LLC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | New York, NY 10023 |
| Event Date | Event Description |
| Friday, August 25, 2017 | ASSIGNED TO EXAMINER |
| Tuesday, May 30, 2017 | NEW APPLICATION ENTERED |
| Friday, June 2, 2017 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Saturday, June 3, 2017 | NOTICE OF DESIGN SEARCH CODE E-MAILED |
| Tuesday, October 17, 2017 | PUBLISHED FOR OPPOSITION |
| Friday, August 25, 2017 | EXAMINERS AMENDMENT -WRITTEN |
| Friday, August 25, 2017 | EXAMINERS AMENDMENT E-MAILED |
| Friday, August 25, 2017 | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED |
| Friday, August 25, 2017 | EXAMINER'S AMENDMENT ENTERED |
| Friday, August 25, 2017 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Monday, September 11, 2017 | ASSIGNED TO LIE |
| Thursday, September 14, 2017 | LAW OFFICE PUBLICATION REVIEW COMPLETED |
| Wednesday, September 27, 2017 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Friday, September 29, 2017 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
| Monday, December 11, 2023 | TEAS SECTION 8 & 15 RECEIVED |
| Wednesday, June 26, 2024 | REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK. |
| Wednesday, June 26, 2024 | NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED |
| Friday, June 14, 2024 | CASE ASSIGNED TO POST REGISTRATION PARALEGAL |
| Tuesday, October 17, 2017 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, January 2, 2018 | REGISTERED-PRINCIPAL REGISTER |
| Monday, January 2, 2023 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED |