| Serial Number | 98121481 |
| Word Mark | HENDERSHOTT WEALTH MANAGEMENT |
| Filing Date | Tuesday, August 8, 2023 |
| Status | 641 - NON-FINAL ACTION - MAILED |
| Status Date | Tuesday, August 13, 2024 |
| Registration Number | 0000000 |
| Registration Date | NOT AVAILABLE |
| Mark Drawing | 4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | NOT AVAILABLE |
| Goods and Services | Providing a website featuring blogs and non-downloadable publications in the nature of articles in the field of personal finance, financial planning and wealth management; Providing on-line publications in the nature of e-books in the field of personal finance, financial planning and wealth management; Providing online newsletters in the field of personal finance, financial planning and wealth management via e-mail; Educational services, namely, conducting educational programs, speeches, lectures, talks, workshops, seminars, training programs, coaching programs and online educational programs in the field of personal finance, financial planning and wealth management, and distribution of educational materials in connection therewith |
| Goods and Services | Financial services, namely, wealth management services; Financial planning; Financial advice, namely, budget planning; Investment management; Tax and taxation planning, advice, information and consultancy services; Insurance risk management; Financial risk management; Estate planning; Insurance consultancy; Real estate investment consultancy |
| NOT AVAILABLE | "WEALTH 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, September 6, 2023 |
| Primary Code | 036 |
| First Use Anywhere Date | Saturday, November 30, 2013 |
| First Use In Commerce Date | Saturday, November 30, 2013 |
| International Class | 041 - Education; providing of training; entertainment; sporting and cultural activities. |
| US Class Codes | 100, 101, 107 |
| Class Status Code | 6 - Active |
| Class Status Date | Tuesday, July 16, 2024 |
| Primary Code | 041 |
| First Use Anywhere Date | Saturday, November 30, 2013 |
| First Use In Commerce Date | Saturday, November 30, 2013 |
| Party Name | HENDERSHOTT WEALTH MANAGEMENT, LLC |
| Party Type | 11 - New Owner Before Publication |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Fishers, IN 46038 |
| Party Name | Hendershott Wealth Management, LLC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | San Jose, CA 95110 |
| Event Date | Event Description |
| Friday, August 11, 2023 | NEW APPLICATION ENTERED |
| Wednesday, September 6, 2023 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Wednesday, November 22, 2023 | AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP |
| Tuesday, April 9, 2024 | ASSIGNED TO EXAMINER |
| Tuesday, April 16, 2024 | NON-FINAL ACTION WRITTEN |
| Tuesday, April 16, 2024 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Tuesday, April 16, 2024 | NON-FINAL ACTION E-MAILED |
| Tuesday, July 16, 2024 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Tuesday, July 16, 2024 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Tuesday, July 16, 2024 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Tuesday, August 13, 2024 | NON-FINAL ACTION WRITTEN |
| Tuesday, August 13, 2024 | NON-FINAL ACTION E-MAILED |
| Thursday, August 15, 2024 | TEAS CHANGE OF OWNER ADDRESS RECEIVED |
| Thursday, August 15, 2024 | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED |
| Thursday, August 15, 2024 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
| Tuesday, August 13, 2024 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |