HEARTWOOD INVESTMENTS Trademark

Trademark Overview


On Tuesday, January 28, 2014, a trademark application was filed for HEARTWOOD INVESTMENTS with the United States Patent and Trademark Office. The USPTO has given the HEARTWOOD INVESTMENTS trademark a serial number of 86177955. The federal status of this trademark filing is CANCELLED - SECTION 8 as of Friday, April 16, 2021. This trademark is owned by Heartwood Investments, Inc.. The HEARTWOOD INVESTMENTS trademark is filed in the Insurance & Financial Services category with the following description:

Financial advice and consultancy services; Financial advisory and consultancy services, namely, the creation of personalized strategies to achieve financial independence; Financial affairs and monetary affairs, namely, financial information, management and analysis services; Financial analysis and consultation; Financial analysis and research services; Financial and investment services, namely, asset and investment acquisition, consultation, advisory and development; Financial asset management; Financial information and advisory services; Financial investment analysis and stock research; Financial management; Financial planning and investment advisory services; Financial planning for retirement; Financial planning, namely, the creation of personalized strategies to achieve financial independence; Providing financial services with respect to securities and other financial instruments and products, namely, money management services; Strategic financial advisory services
heartwood investments

General Information


Serial Number86177955
Word MarkHEARTWOOD INVESTMENTS
Filing DateTuesday, January 28, 2014
Status710 - CANCELLED - SECTION 8
Status DateFriday, April 16, 2021
Registration Number4600813
Registration DateTuesday, September 9, 2014
Mark Drawing3000 - Illustration: Drawing or design which also includes word(s) / letter(s) / number(s)
Published for Opposition DateTuesday, June 24, 2014

Trademark Statements


Indication of Colors claimedColor is not claimed as a feature of the mark.
Disclaimer with Predetermined Text"INVESTMENTS"
Description of MarkThe mark consists of a grove of three trees on a small hill, above the wording "HEARTWOOD INVESTMENTS" in a stacked presentation with the term "INVESTMENTS" in a shaded rectangle.
Goods and ServicesFinancial advice and consultancy services; Financial advisory and consultancy services, namely, the creation of personalized strategies to achieve financial independence; Financial affairs and monetary affairs, namely, financial information, management and analysis services; Financial analysis and consultation; Financial analysis and research services; Financial and investment services, namely, asset and investment acquisition, consultation, advisory and development; Financial asset management; Financial information and advisory services; Financial investment analysis and stock research; Financial management; Financial planning and investment advisory services; Financial planning for retirement; Financial planning, namely, the creation of personalized strategies to achieve financial independence; Providing financial services with respect to securities and other financial instruments and products, namely, money management services; Strategic financial advisory services
Pseudo MarkHEART WOOD INVESTMENTS

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, April 16, 2021
Primary Code036
First Use Anywhere DateMonday, December 31, 2007
First Use In Commerce DateMonday, December 31, 2007

Trademark Owner History


Party NameHTWD LLC
Party Type31 - New Owner After Registration
Legal Entity Type16 - Limited Liability Company
AddressNORWALK, CT 06851

Party NameHeartwood Investments, Inc.
Party Type30 - Original Registrant
Legal Entity Type03 - Corporation
AddressWaterloo, IA 50704

Party NameHeartwood Investments, Inc.
Party Type20 - Owner at Publication
Legal Entity Type03 - Corporation
AddressWaterloo, IA 50704

Party NameHeartwood Investments, Inc.
Party Type10 - Original Applicant
Legal Entity Type03 - Corporation
AddressWaterloo, IA 50704

Trademark Events


Event DateEvent Description
Friday, April 16, 2021CANCELLED SEC. 8 (6-YR)
Thursday, March 19, 2020APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
Thursday, March 19, 2020TEAS CHANGE OF CORRESPONDENCE RECEIVED
Thursday, March 19, 2020ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Thursday, March 19, 2020TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Thursday, March 19, 2020TEAS CHANGE OF OWNER ADDRESS RECEIVED
Wednesday, March 18, 2020AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
Monday, September 9, 2019COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
Tuesday, September 9, 2014REGISTERED-PRINCIPAL REGISTER
Tuesday, June 24, 2014OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Tuesday, June 24, 2014PUBLISHED FOR OPPOSITION
Wednesday, June 4, 2014NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Tuesday, May 20, 2014LAW OFFICE PUBLICATION REVIEW COMPLETED
Monday, May 19, 2014ASSIGNED TO LIE
Monday, May 5, 2014APPROVED FOR PUB - PRINCIPAL REGISTER
Monday, May 5, 2014EXAMINER'S AMENDMENT ENTERED
Monday, May 5, 2014NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
Monday, May 5, 2014EXAMINERS AMENDMENT E-MAILED
Monday, May 5, 2014EXAMINERS AMENDMENT -WRITTEN
Thursday, May 1, 2014ASSIGNED TO EXAMINER
Tuesday, February 11, 2014NOTICE OF DESIGN SEARCH CODE E-MAILED
Saturday, February 8, 2014NEW APPLICATION OFFICE SUPPLIED DATA ENTERED IN TRAM
Friday, January 31, 2014NEW APPLICATION ENTERED IN TRAM