HIGH END WEALTH MANAGEMENT WITH A FAMILY FEEL Trademark

Trademark Overview


On Wednesday, February 1, 2017, a trademark application was filed for HIGH END WEALTH MANAGEMENT WITH A FAMILY FEEL with the United States Patent and Trademark Office. The USPTO has given the HIGH END WEALTH MANAGEMENT WITH A FAMILY FEEL trademark a serial number of 87321494. The federal status of this trademark filing is REGISTERED as of Tuesday, January 30, 2018. This trademark is owned by Miramontes Capital, LLC. The HIGH END WEALTH MANAGEMENT WITH A FAMILY FEEL trademark is filed in the Insurance & Financial Services category with the following description:

Financial planning for retirement; providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement; estate and trust planning; financial trust planning; financial consultations in the field of portfolio management and planning; online financial planning services; financial planning and services, namely, wealth management services; mutual fund planning and advisory services; hedge fund investment services; financial advisory and consultancy services; debt and expense counseling and management services; financial management of pension planning and rollover refinancing or reinvestment; investment advice and consulting; financial risk assessment services; financial services, namely, broker/dealer services in the field of stocks, bonds, mutual funds, and exchange traded funds; financial custody services, namely, maintaining possession of financial assets for others for financial management purposes
high end wealth management with a family feel

General Information


Serial Number87321494
Word MarkHIGH END WEALTH MANAGEMENT WITH A FAMILY FEEL
Filing DateWednesday, February 1, 2017
Status700 - REGISTERED
Status DateTuesday, January 30, 2018
Registration Number5392876
Registration DateTuesday, January 30, 2018
Mark Drawing4000 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateTuesday, September 19, 2017

Trademark Statements


Goods and ServicesFinancial planning for retirement; providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement; estate and trust planning; financial trust planning; financial consultations in the field of portfolio management and planning; online financial planning services; financial planning and services, namely, wealth management services; mutual fund planning and advisory services; hedge fund investment services; financial advisory and consultancy services; debt and expense counseling and management services; financial management of pension planning and rollover refinancing or reinvestment; investment advice and consulting; financial risk assessment services; financial services, namely, broker/dealer services in the field of stocks, bonds, mutual funds, and exchange traded funds; financial custody services, namely, maintaining possession of financial assets for others for financial management purposes

Classification Information


International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateMonday, February 6, 2017
Primary Code036
First Use Anywhere DateSunday, January 31, 2016
First Use In Commerce DateSunday, January 31, 2016

Trademark Owner History


Party NameMiramontes Capital, LLC
Party Type30 - Original Registrant
Legal Entity Type16 - Limited Liability Company
AddressIrvine, CA 92617

Party NameMiramontes Capital, LLC
Party Type20 - Owner at Publication
Legal Entity Type16 - Limited Liability Company
AddressIrvine, CA 92617

Party NameMiramontes Capital, LLC
Party Type10 - Original Applicant
Legal Entity Type16 - Limited Liability Company
AddressIrvine, CA 92617

Trademark Events


Event DateEvent Description
Monday, January 30, 2023COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
Tuesday, January 30, 2018REGISTERED-PRINCIPAL REGISTER
Friday, December 29, 2017NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
Thursday, December 28, 2017ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
Thursday, December 14, 2017STATEMENT OF USE PROCESSING COMPLETE
Thursday, November 30, 2017USE AMENDMENT FILED
Thursday, December 14, 2017CASE ASSIGNED TO INTENT TO USE PARALEGAL
Thursday, November 30, 2017TEAS STATEMENT OF USE RECEIVED
Tuesday, November 14, 2017NOA E-MAILED - SOU REQUIRED FROM APPLICANT
Tuesday, September 19, 2017OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Tuesday, September 19, 2017PUBLISHED FOR OPPOSITION
Wednesday, August 30, 2017NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Wednesday, August 9, 2017APPROVED FOR PUB - PRINCIPAL REGISTER
Tuesday, August 8, 2017TEAS/EMAIL CORRESPONDENCE ENTERED
Monday, August 7, 2017CORRESPONDENCE RECEIVED IN LAW OFFICE
Monday, August 7, 2017TEAS RESPONSE TO OFFICE ACTION RECEIVED
Monday, March 13, 2017NOTIFICATION OF NON-FINAL ACTION E-MAILED
Monday, March 13, 2017NON-FINAL ACTION E-MAILED
Monday, March 13, 2017NON-FINAL ACTION WRITTEN
Tuesday, March 7, 2017ASSIGNED TO EXAMINER
Monday, February 6, 2017NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Saturday, February 4, 2017NEW APPLICATION ENTERED