GREY OAK WEALTH MANAGEMENT Trademark

Trademark Overview


On Friday, June 1, 2007, a trademark application was filed for GREY OAK WEALTH MANAGEMENT with the United States Patent and Trademark Office. The USPTO has given the GREY OAK WEALTH MANAGEMENT trademark a serial number of 77195667. The federal status of this trademark filing is CANCELLED - SECTION 8 as of Friday, January 15, 2016. This trademark is owned by James F. Seramba & Associates, Inc.. The GREY OAK WEALTH MANAGEMENT trademark is filed in the Insurance & Financial Services category with the following description:

Financial services, namely, management, administration and allocation of investment funds and other investment vehicles; financial advisory services, namely, advisory services in the field of asset management, financial planning and investment funds, employee benefit plan financial analysis, planning and management; advisory services pertaining to business succession planning, capital formation and structure and analysis of debt financing; investment services, namely, providing investment analysis, consultation, planning, management, advisory, brokerage and research services with respect to financial products, real estate and other instruments of investment; wealth management services, namely, cash and asset management services; insurance services, namely, providing insurance advisory and consultation services in the fields of life, accident and health insurance services
grey oak wealth management

General Information


Serial Number77195667
Word MarkGREY OAK WEALTH MANAGEMENT
Filing DateFriday, June 1, 2007
Status710 - CANCELLED - SECTION 8
Status DateFriday, January 15, 2016
Registration Number3635886
Registration DateTuesday, June 9, 2009
Mark Drawing3000 - Illustration: Drawing or design which also includes word(s) / letter(s) / number(s)
Published for Opposition DateTuesday, November 20, 2007

Trademark Statements


Indication of Colors claimedColor is not claimed as a feature of the mark.
Disclaimer with Predetermined Text"WEALTH MANAGEMENT"
Goods and ServicesFinancial services, namely, management, administration and allocation of investment funds and other investment vehicles; financial advisory services, namely, advisory services in the field of asset management, financial planning and investment funds, employee benefit plan financial analysis, planning and management; advisory services pertaining to business succession planning, capital formation and structure and analysis of debt financing; investment services, namely, providing investment analysis, consultation, planning, management, advisory, brokerage and research services with respect to financial products, real estate and other instruments of investment; wealth management services, namely, cash and asset management services; insurance services, namely, providing insurance advisory and consultation services in the fields of life, accident and health insurance services

Classification Information


International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code2 - Sec. 8 - Entire Registration
Class Status DateFriday, January 15, 2016
Primary Code036
First Use Anywhere DateSunday, November 30, 2008
First Use In Commerce DateSunday, November 30, 2008

Trademark Owner History


Party NameJames F. Seramba & Associates, Inc.
Party Type30 - Original Registrant
Legal Entity Type03 - Corporation
AddressGreensboro, NC 27408

Party NameJames F. Seramba & Associates, Inc.
Party Type20 - Owner at Publication
Legal Entity Type03 - Corporation
AddressGreensboro, NC 27408

Party NameJames F. Seramba & Associates, Inc.
Party Type10 - Original Applicant
Legal Entity Type03 - Corporation
AddressGreensboro, NC 27408

Trademark Events


Event DateEvent Description
Friday, January 15, 2016CANCELLED SEC. 8 (6-YR)
Tuesday, June 9, 2009REGISTERED-PRINCIPAL REGISTER
Monday, May 4, 2009LAW OFFICE REGISTRATION REVIEW COMPLETED
Saturday, May 2, 2009ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
Monday, April 13, 2009STATEMENT OF USE PROCESSING COMPLETE
Friday, April 10, 2009USE AMENDMENT FILED
Friday, April 10, 2009TEAS STATEMENT OF USE RECEIVED
Tuesday, April 7, 2009EXTENSION 2 GRANTED
Thursday, February 12, 2009EXTENSION 2 FILED
Monday, April 6, 2009EXTENSION RECEIVED WITH TEAS PETITION
Monday, April 6, 2009PETITION TO REVIVE-GRANTED
Monday, April 6, 2009TEAS PETITION TO REVIVE RECEIVED
Monday, March 16, 2009ABANDONMENT NOTICE MAILED - NO USE STATEMENT FILED
Monday, March 16, 2009ABANDONMENT - NO USE STATEMENT FILED
Monday, December 22, 2008EXTENSION 1 GRANTED
Tuesday, August 12, 2008EXTENSION 1 FILED
Monday, December 22, 2008CASE ASSIGNED TO INTENT TO USE PARALEGAL
Wednesday, December 3, 2008EXTENSION RECEIVED WITH TEAS PETITION
Wednesday, December 3, 2008PETITION TO REVIVE-GRANTED
Wednesday, December 3, 2008TEAS PETITION TO REVIVE RECEIVED
Wednesday, October 15, 2008ABANDONMENT NOTICE MAILED - NO USE STATEMENT FILED
Wednesday, October 15, 2008ABANDONMENT - NO USE STATEMENT FILED
Tuesday, February 12, 2008NOA MAILED - SOU REQUIRED FROM APPLICANT
Tuesday, November 20, 2007PUBLISHED FOR OPPOSITION
Wednesday, October 31, 2007NOTICE OF PUBLICATION
Tuesday, October 16, 2007LAW OFFICE PUBLICATION REVIEW COMPLETED
Tuesday, October 16, 2007ASSIGNED TO LIE
Saturday, September 15, 2007APPROVED FOR PUB - PRINCIPAL REGISTER
Saturday, September 15, 2007EXAMINER'S AMENDMENT ENTERED
Wednesday, September 12, 2007EXAMINER'S AMENDMENT ENTERED
Wednesday, September 12, 2007NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
Wednesday, September 12, 2007EXAMINERS AMENDMENT E-MAILED
Wednesday, September 12, 2007EXAMINERS AMENDMENT -WRITTEN
Monday, September 10, 2007ASSIGNED TO EXAMINER
Thursday, June 7, 2007NOTICE OF DESIGN SEARCH CODE MAILED
Wednesday, June 6, 2007NEW APPLICATION ENTERED IN TRAM