| Serial Number | 88045940 |
| Word Mark | HARVEST WEALTH MANAGEMENT FOR LIFE CLIENT EXPERIENCE LIFETIME FINANCIAL PLANNING LIFETIME FINANCIAL MANAGEMENT RELATIONSHIP MANAGEMENT INVESTMENT MANAGEMENT |
| Filing Date | Friday, July 20, 2018 |
| Status | 700 - REGISTERED |
| Status Date | Tuesday, June 18, 2019 |
| Registration Number | 5779188 |
| Registration Date | Tuesday, June 18, 2019 |
| Mark Drawing | 3 - Illustration: Drawing or design which also includes word(s) / letter(s) / number(s) |
| Published for Opposition Date | Tuesday, April 2, 2019 |
| Description of Mark | The mark consists of a circle divided into four pie-slice-shaped sections with a yellow circle section in the center of the circle with the words "HARVEST WEALTH MANAGEMENT FOR LIFE" in black above the circle design, where "CLIENT EXPERIENCE" appears in black in the center yellow circle, "LIFETIME FINANCIAL PLANNING" appears in black outside the upper, light green colored pie-slice shape that contains a dark green bar and arrow graph inside a white cloud inside a green and dark green circle, "LIFETIME FINANCIAL MANAGEMENT" appears in black outside the right-most, light purple pie-slice shape that contains a white bar and arrow graph where the bars are replaced with images of white people inside a purple and dark purple circle, "RELATIONSHIP MANAGEMENT" appears in black outside the lower-most, light blue pie-shaped slice shape which contains two hands with cuffs in a handshake in white inside a blue and dark blue circle, and "INVESTMENT MANAGEMENT" appears outside the left-most, gray pie-shaped slice shape, that contains a dark brown and white pie chart inside a brown and dark brown circle. The white area between the sections of the large circle and outside of the large circle represents a transparent area and are not part of the mark. |
| Goods and Services | Financial advice; Financial asset management; Financial consultation; Financial consulting; Financial information; Financial management; Financial planning; Financial planning for retirement; Investment management; Financial counseling services, namely, helping others build a better working relationship with their money; Strategic financial advisory services |
| Indication of Colors claimed | The color(s) black, white, yellow, dark green, green, light green, dark purple, purple, light purple, dark blue, blue, light blue, brown, dark brown and gray is/are claimed as a feature of the mark. |
| NOT AVAILABLE | "WEALTH MANAGEMENT", "CLIENT", "LIFETIME FINANCIAL PLANNING", "LIFETIME FINANCIAL MANAGEMENT", "RELATIONSHIP MANAGEMENT" AND "INVESTMENT MANAGEMENT" |
| 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, July 25, 2018 |
| Primary Code | 036 |
| First Use Anywhere Date | Wednesday, November 30, 2016 |
| First Use In Commerce Date | Wednesday, November 30, 2016 |
| Party Name | ALLWORTH FINANCIAL, L.P. |
| Party Type | 31 - New Owner After Registration |
| Legal Entity Type | 13 - Limited Partnership |
| Address | FOLSOM, CA 95630 |
| Party Name | The Harvest Group Wealth Management, LLC |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Waltham, MA 02453 |
| Party Name | The Harvest Group Wealth Management, LLC |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Waltham, MA 02453 |
| Party Name | The Harvest Group Wealth Management, LLC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Waltham, MA 02453 |
| Event Date | Event Description |
| Tuesday, July 24, 2018 | NEW APPLICATION ENTERED |
| Wednesday, July 25, 2018 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Thursday, July 26, 2018 | NOTICE OF DESIGN SEARCH CODE E-MAILED |
| Wednesday, November 7, 2018 | ASSIGNED TO EXAMINER |
| Wednesday, November 14, 2018 | NON-FINAL ACTION WRITTEN |
| Wednesday, November 14, 2018 | NON-FINAL ACTION E-MAILED |
| Wednesday, November 14, 2018 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Friday, January 4, 2019 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Friday, January 4, 2019 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Friday, January 4, 2019 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
| Saturday, January 5, 2019 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Friday, January 25, 2019 | NON-FINAL ACTION WRITTEN |
| Friday, January 25, 2019 | NON-FINAL ACTION E-MAILED |
| Monday, February 4, 2019 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Friday, January 25, 2019 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Monday, February 4, 2019 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Monday, February 4, 2019 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Thursday, February 7, 2019 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Friday, February 22, 2019 | ASSIGNED TO LIE |
| Wednesday, March 13, 2019 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Tuesday, April 2, 2019 | PUBLISHED FOR OPPOSITION |
| Tuesday, April 2, 2019 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, June 18, 2019 | REGISTERED-PRINCIPAL REGISTER |
| Wednesday, July 19, 2023 | AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP |
| Thursday, July 20, 2023 | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
| Thursday, July 20, 2023 | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |
| Thursday, July 20, 2023 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
| Tuesday, June 18, 2024 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED |