"HELPING CLIENTS SIMPLIFY, MANAGE, PRESERVE AND TRANSFER THEIR WEALTH" Trademark

Trademark Overview

On Friday, June 26, 2015, a trademark application was filed for "HELPING CLIENTS SIMPLIFY, MANAGE, PRESERVE AND TRANSFER THEIR WEALTH" with the United States Patent and Trademark Office. The USPTO has given the "HELPING CLIENTS SIMPLIFY, MANAGE, PRESERVE AND TRANSFER THEIR WEALTH" trademark a serial number of 86675873. The federal status of this trademark filing is REGISTERED as of Tuesday, February 5, 2019. This trademark is owned by The Opsahl Group, LLC. The "HELPING CLIENTS SIMPLIFY, MANAGE, PRESERVE AND TRANSFER THEIR WEALTH" trademark is filed in the Insurance & Financial Services category with the following description:

Financial planning, financial planning for retirement, financial planning for the transfer of wealth, investment advisory services, wealth management services, financial wealth planning, investment management, financial asset management, and estate planning services
"helping clients simplify, manage, preserve and transfer their wealth"

General Information

Serial Number86675873
Word Mark"HELPING CLIENTS SIMPLIFY, MANAGE, PRESERVE AND TRANSFER THEIR WEALTH"
Filing DateFriday, June 26, 2015
Status700 - REGISTERED
Status DateTuesday, February 5, 2019
Registration Number5668021
Registration DateTuesday, February 5, 2019
Mark Drawing4000 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateTuesday, November 20, 2018

Trademark Statements

Goods and ServicesFinancial planning, financial planning for retirement, financial planning for the transfer of wealth, investment advisory services, wealth management services, financial wealth planning, investment management, financial asset management, and estate planning services

Classification Information

International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateSaturday, July 4, 2015
Primary Code036
First Use Anywhere DateThursday, October 31, 2013
First Use In Commerce DateThursday, October 31, 2013

Trademark Owner History

Party NameThe Opsahl Group, LLC
Party Type30 - Original Registrant
Legal Entity Type16 - Limited Liability Company
AddressPortland, OR 97225
Party NameThe Opsahl Group, LLC
Party Type20 - Owner at Publication
Legal Entity Type16 - Limited Liability Company
AddressPortland, OR 97225
Party NameThe Opsahl Group, LLC
Party Type10 - Original Applicant
Legal Entity Type16 - Limited Liability Company
AddressPortland, OR 97225

Trademark Events

Event DateEvent Description
Monday, February 5, 2024COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
Friday, October 7, 2022TEAS CHANGE OF CORRESPONDENCE RECEIVED
Friday, October 7, 2022ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Friday, October 7, 2022TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Tuesday, February 5, 2019REGISTERED-PRINCIPAL REGISTER
Friday, January 18, 2019ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Friday, January 18, 2019TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Tuesday, November 20, 2018OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Tuesday, November 20, 2018PUBLISHED FOR OPPOSITION
Wednesday, October 31, 2018NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Friday, October 12, 2018LAW OFFICE PUBLICATION REVIEW COMPLETED
Wednesday, October 10, 2018APPROVED FOR PUB - PRINCIPAL REGISTER
Friday, September 28, 2018TEAS CHANGE OF CORRESPONDENCE RECEIVED
Tuesday, September 25, 2018NOTIFICATION OF LETTER OF SUSPENSION E-MAILED
Tuesday, September 25, 2018LETTER OF SUSPENSION E-MAILED
Tuesday, September 25, 2018SUSPENSION LETTER WRITTEN
Monday, September 24, 2018TEAS/EMAIL CORRESPONDENCE ENTERED
Monday, September 24, 2018CORRESPONDENCE RECEIVED IN LAW OFFICE
Tuesday, September 18, 2018TEAS RESPONSE TO SUSPENSION INQUIRY RECEIVED
Wednesday, May 23, 2018REPORT COMPLETED SUSPENSION CHECK CASE STILL SUSPENDED
Friday, November 17, 2017REPORT COMPLETED SUSPENSION CHECK CASE STILL SUSPENDED
Thursday, May 11, 2017REPORT COMPLETED SUSPENSION CHECK CASE STILL SUSPENDED
Saturday, May 6, 2017ASSIGNED TO LIE
Monday, October 24, 2016REPORT COMPLETED SUSPENSION CHECK CASE STILL SUSPENDED
Sunday, October 23, 2016ASSIGNED TO LIE
Thursday, April 7, 2016NOTIFICATION OF LETTER OF SUSPENSION E-MAILED
Thursday, April 7, 2016LETTER OF SUSPENSION E-MAILED
Thursday, April 7, 2016SUSPENSION LETTER WRITTEN
Wednesday, April 6, 2016TEAS/EMAIL CORRESPONDENCE ENTERED
Tuesday, April 5, 2016CORRESPONDENCE RECEIVED IN LAW OFFICE
Tuesday, April 5, 2016TEAS RESPONSE TO OFFICE ACTION RECEIVED
Monday, October 5, 2015NOTIFICATION OF NON-FINAL ACTION E-MAILED
Monday, October 5, 2015NON-FINAL ACTION E-MAILED
Monday, October 5, 2015NON-FINAL ACTION WRITTEN
Monday, October 5, 2015ASSIGNED TO EXAMINER
Saturday, July 4, 2015NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Tuesday, June 30, 2015NEW APPLICATION ENTERED

Related Keywords

transfer their wealth preserve manage clients simplify helping financial planning management services investment estate asset retirement