| Serial Number | 86178048 |
| Word Mark | HEARTWOOD INVESTMENTS |
| Filing Date | Tuesday, January 28, 2014 |
| Status | 710 - CANCELLED - SECTION 8 |
| Status Date | Friday, April 23, 2021 |
| Registration Number | 4604807 |
| Registration Date | Tuesday, September 16, 2014 |
| Mark Drawing | 3000 - Illustration: Drawing or design which also includes word(s) / letter(s) / number(s) |
| Published for Opposition Date | Tuesday, July 1, 2014 |
| Indication of Colors claimed | The color(s) brown and tan is/are claimed as a feature of the mark. |
| Disclaimer with Predetermined Text | "INVESTMENTS" |
| Description of Mark | The mark consists of a grove of three trees on a small hill, all in tan with a wood grain appearance, above the wording HEARTWOOD INVESTMENTS, with HEARTWOOD appearing in tan, and INVESTMENTS in brown on a shaded tan rectangle. The design and wording are on a brown background with a wood grain appearance. |
| 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 |
| International Class | 036 - Insurance; financial affairs; monetary affairs; real estate affairs. |
| US Class Codes | 100, 101, 102 |
| Class Status Code | 2 - Sec. 8 - Entire Registration |
| Class Status Date | Friday, April 23, 2021 |
| Primary Code | 036 |
| First Use Anywhere Date | Monday, December 31, 2007 |
| First Use In Commerce Date | Monday, December 31, 2007 |
| 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 |
| Friday, April 23, 2021 | CANCELLED SEC. 8 (6-YR) |
| Thursday, March 19, 2020 | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED |
| Thursday, March 19, 2020 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
| Thursday, March 19, 2020 | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |
| Thursday, March 19, 2020 | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
| Thursday, March 19, 2020 | TEAS CHANGE OF OWNER ADDRESS RECEIVED |
| Wednesday, March 18, 2020 | AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP |
| Monday, September 16, 2019 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED |
| Tuesday, September 16, 2014 | REGISTERED-PRINCIPAL REGISTER |
| Tuesday, July 1, 2014 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, July 1, 2014 | PUBLISHED FOR OPPOSITION |
| Wednesday, June 11, 2014 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Wednesday, May 28, 2014 | LAW OFFICE PUBLICATION REVIEW COMPLETED |
| Monday, May 19, 2014 | ASSIGNED TO LIE |
| Tuesday, May 6, 2014 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Tuesday, May 6, 2014 | EXAMINER'S AMENDMENT ENTERED |
| Tuesday, May 6, 2014 | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED |
| Tuesday, May 6, 2014 | EXAMINERS AMENDMENT E-MAILED |
| Tuesday, May 6, 2014 | EXAMINERS AMENDMENT -WRITTEN |
| Thursday, May 1, 2014 | ASSIGNED TO EXAMINER |
| Tuesday, February 11, 2014 | NOTICE OF DESIGN SEARCH CODE E-MAILED |
| Saturday, February 8, 2014 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED IN TRAM |
| Friday, January 31, 2014 | NEW APPLICATION ENTERED IN TRAM |