| Serial Number | 86178046 |
| Word Mark | HEARTWOOD INVESTMENTS |
| Filing Date | Tuesday, January 28, 2014 |
| Status | 800 - REGISTERED AND RENEWED |
| Status Date | Friday, August 23, 2024 |
| Registration Number | 4600816 |
| Registration Date | Tuesday, September 9, 2014 |
| Mark Drawing | 4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | Tuesday, June 24, 2014 |
| Goods and Services | Financial advisory 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 |
| NOT AVAILABLE | "INVESTMENTS" |
| 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 | Saturday, February 8, 2014 |
| Primary Code | 036 |
| First Use Anywhere Date | Monday, December 31, 2007 |
| First Use In Commerce Date | Monday, December 31, 2007 |
| Party Name | HEARTWOOD PARTNERS, LLC |
| Party Type | 32 - New Owner After Registration |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | NORWALK, CT 06851 |
| Party Name | HTWD LLC |
| Party Type | 31 - New Owner After Registration |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | NORWALK, CT 06851 |
| Party Name | Heartwood Investments, Inc. |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 03 - Corporation |
| Address | Waterloo, IA 50704 |
| Party Name | Heartwood Investments, Inc. |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 03 - Corporation |
| Address | Waterloo, IA 50704 |
| Party Name | Heartwood Investments, Inc. |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 03 - Corporation |
| Address | Waterloo, IA 50704 |
| Event Date | Event Description |
| Monday, May 5, 2014 | EXAMINERS AMENDMENT -WRITTEN |
| Friday, January 31, 2014 | NEW APPLICATION ENTERED |
| Saturday, February 8, 2014 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Thursday, May 1, 2014 | ASSIGNED TO EXAMINER |
| Monday, May 5, 2014 | EXAMINERS AMENDMENT E-MAILED |
| Monday, May 5, 2014 | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED |
| Monday, May 5, 2014 | EXAMINER'S AMENDMENT ENTERED |
| Monday, May 5, 2014 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Monday, May 19, 2014 | ASSIGNED TO LIE |
| Wednesday, May 21, 2014 | LAW OFFICE PUBLICATION REVIEW COMPLETED |
| Wednesday, June 4, 2014 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Tuesday, June 24, 2014 | PUBLISHED FOR OPPOSITION |
| Tuesday, June 24, 2014 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, September 9, 2014 | REGISTERED-PRINCIPAL REGISTER |
| Monday, September 9, 2019 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED |
| Wednesday, March 18, 2020 | AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP |
| Thursday, March 19, 2020 | TEAS CHANGE OF OWNER ADDRESS RECEIVED |
| Thursday, March 19, 2020 | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
| Thursday, March 19, 2020 | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |
| Thursday, March 19, 2020 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
| Thursday, March 19, 2020 | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED |
| Tuesday, January 11, 2022 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
| Monday, March 8, 2021 | TEAS SECTION 8 RECEIVED |
| Thursday, June 17, 2021 | CASE ASSIGNED TO POST REGISTRATION PARALEGAL |
| Thursday, June 17, 2021 | REGISTERED - SEC. 8 (6-YR) ACCEPTED |
| Thursday, June 17, 2021 | NOTICE OF ACCEPTANCE OF SEC. 8 - E-MAILED |
| Tuesday, January 11, 2022 | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
| Tuesday, January 11, 2022 | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |
| Saturday, September 9, 2023 | COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED |
| Saturday, June 8, 2024 | TEAS SECTION 8 & 9 RECEIVED |
| Friday, August 23, 2024 | CASE ASSIGNED TO POST REGISTRATION PARALEGAL |
| Friday, August 23, 2024 | REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED |
| Friday, August 23, 2024 | REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS) |
| Friday, August 23, 2024 | NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED |
| Wednesday, June 14, 2023 | AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP |
| Thursday, August 8, 2024 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |