| Serial Number | 86496599 |
| Word Mark | HERITAGE ADVISORS |
| Filing Date | Tuesday, January 6, 2015 |
| Status | 710 - CANCELLED - SECTION 8 |
| Status Date | Friday, August 12, 2022 |
| Registration Number | 4894390 |
| Registration Date | Tuesday, February 2, 2016 |
| Mark Drawing | 3000 - Illustration: Drawing or design which also includes word(s) / letter(s) / number(s) |
| Published for Opposition Date | Tuesday, November 17, 2015 |
| Description of Mark | The mark consists of four distinct squares organized in a square formation with the squares separated by narrow strips of white overwhich appears a white "H" in block letters. The top left box is turquoise, the top right box is aqua, the bottom left box is light gray, and the bottom right box is dark gray. To the right of the squares appear the words "HERITAGE ADVISORS" in dark gray. "Heritage" appears above "advisors" and dashes are present before and after "advisors". |
| Goods and Services | Financial advisory and consultancy services, namely, creating financial plans, managing assets, and providing information in insurance matters |
| Indication of Colors claimed | The color(s) turquoise, aqua, light gray, gray and white is/are claimed as a feature of the mark. |
| Goods and Services | Financial record-keeping for tax preparation and advising services |
| Disclaimer with Predetermined Text | "ADVISORS" |
| International Class | 035 - Advertising; business management; business administration; office functions. |
| US Class Codes | 100, 101, 102 |
| Class Status Code | 2 - Sec. 8 - Entire Registration |
| Class Status Date | Friday, August 12, 2022 |
| Primary Code | 035 |
| First Use Anywhere Date | Wednesday, November 26, 2014 |
| First Use In Commerce Date | Wednesday, November 26, 2014 |
| 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, August 12, 2022 |
| Primary Code | 036 |
| First Use Anywhere Date | Wednesday, November 26, 2014 |
| First Use In Commerce Date | Wednesday, November 26, 2014 |
| Party Name | Heritage Advisors, LLC |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Phoenix, AZ 85014 |
| Party Name | Heritage Advisors, LLC |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Phoenix, AZ 85014 |
| Party Name | Heritage Advisors, LLC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Phoenix, AZ 85014 |
| Event Date | Event Description |
| Friday, August 12, 2022 | CANCELLED SEC. 8 (6-YR) |
| Tuesday, February 2, 2021 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED |
| Tuesday, February 2, 2016 | REGISTERED-PRINCIPAL REGISTER |
| Tuesday, November 17, 2015 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, November 17, 2015 | PUBLISHED FOR OPPOSITION |
| Wednesday, October 28, 2015 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Wednesday, October 14, 2015 | LAW OFFICE PUBLICATION REVIEW COMPLETED |
| Friday, October 2, 2015 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Friday, September 25, 2015 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Friday, September 25, 2015 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Friday, September 25, 2015 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Friday, September 25, 2015 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Friday, September 25, 2015 | NON-FINAL ACTION E-MAILED |
| Friday, September 25, 2015 | NON-FINAL ACTION WRITTEN |
| Wednesday, September 16, 2015 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Wednesday, September 16, 2015 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Thursday, September 10, 2015 | ASSIGNED TO LIE |
| Monday, August 24, 2015 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Wednesday, April 15, 2015 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Wednesday, April 15, 2015 | NON-FINAL ACTION E-MAILED |
| Wednesday, April 15, 2015 | NON-FINAL ACTION WRITTEN |
| Saturday, April 11, 2015 | ASSIGNED TO EXAMINER |
| Saturday, January 17, 2015 | NOTICE OF DESIGN SEARCH CODE E-MAILED |
| Friday, January 16, 2015 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED IN TRAM |
| Friday, January 9, 2015 | NEW APPLICATION ENTERED IN TRAM |