| Serial Number | 86614595 |
| Word Mark | HS HERITAGE STRATEGIES LLC |
| Filing Date | Wednesday, April 29, 2015 |
| Status | 701 - SECTION 8 - ACCEPTED |
| Status Date | Tuesday, July 19, 2022 |
| Registration Number | 4967529 |
| Registration Date | Tuesday, May 31, 2016 |
| Mark Drawing | 3 - Illustration: Drawing or design which also includes word(s) / letter(s) / number(s) |
| Published for Opposition Date | Tuesday, March 15, 2016 |
| Description of Mark | The mark consists of the word "HERITAGE" above the terms "STRATEGIES LLC", separated by a horizontal line. To the left of the wording appears the letters "HS" inside a picture of a wax stamp. |
| In Another Form Statement | The mark was first used in commerce in a different form other than that sought to be registered at least as early as 00/00/2008. |
| Goods and Services | Print publications, namely, books in the field of financial planning and management, insurance planning and management, annuities planning and management, life and retirement planning and management, investment planning and management, tax planning, mutual fund investments, estate planning, long-term care, charitable planning, fundraising, faith, family, health and wellness |
| In Another Form Statement | The mark was first used in commerce in a different form other than that sought to be registered at least as early as 00/00/2008 |
| In Another Form Statement | The mark was first used anywhere in a different form other than that sought to be registered at least as early as 00/00/2008 |
| Goods and Services | Assistance, advice, and consultancy with regard to financial planning and financial analysis in the field of finances, financial management, the acquisition of income and capital, debt and credit management, investment advisory services, financial asset protection, and insurance advising and consulting services; Consulting services in the field of state and federal employee benefit plans concerning finance and insurance; Consulting and information concerning insurance; Financial advisory and consultancy services; Financial analysis and consultation; Financial information and advisory services; Financial consulting services, namely, expert analysis in finance; Financial planning consultation; Financial planning, namely, the creation of personalized strategies to achieve financial independence; Financial planning; Investment advisory services; Financial services, namely, savings programs for individuals and administration of savings programs; On-line financial planning services; Providing a web site featuring financial information and financial advice; Providing information and advice in the field of finance, financial valuations, the financial aspects of retirement, debt and credit management, financial asset protection, and insurance advisory and consulting services; Providing information in the field of finance and insurance; Strategic financial advisory services; Advice and consultancy with regard to estate planning; Providing information and advice in the field of estate planning |
| Indication of Colors claimed | Color is not claimed as a feature of the mark. |
| Goods and Services | Assistance, advice, and consultancy with regard to business practice and business management, business succession planning, tax planning |
| NOT AVAILABLE | "STRATEGIES LLC" |
| In Another Form Statement | The mark was first used anywhere in a different form other than that sought to be registered at least as early as 00/00/2008. |
| International Class | 016 - Paper, cardboard and goods made from these materials, not included in other classes; printed matter; bookbinding material; photographs; stationery; adhesives for stationery or household purposes; artists' materials; paint brushes; typewriters and office requisites (except furniture); instructional and teaching material (except apparatus); plastic materials for packaging (not included in other classes); printers' type; printing blocks. |
| US Class Codes | 002, 005, 022, 023, 029, 037, 038, 050 |
| Class Status Code | 6 - Active |
| Class Status Date | Monday, May 11, 2015 |
| Primary Code | 016 |
| First Use Anywhere Date | Saturday, December 31, 2011 |
| First Use In Commerce Date | Saturday, December 31, 2011 |
| International Class | 035 - Advertising; business management; business administration; office functions. |
| US Class Codes | 100, 101, 102 |
| Class Status Code | 6 - Active |
| Class Status Date | Monday, December 28, 2015 |
| Primary Code | 035 |
| First Use Anywhere Date | Saturday, December 31, 2011 |
| First Use In Commerce Date | Saturday, December 31, 2011 |
| 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 | Monday, May 11, 2015 |
| Primary Code | 036 |
| First Use Anywhere Date | Saturday, December 31, 2011 |
| First Use In Commerce Date | Saturday, December 31, 2011 |
| Party Name | HERITAGE STRATEGIES LLC |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Woodbury, NY 11797 |
| Party Name | HERITAGE STRATEGIES LLC |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Woodbury, NY 11797 |
| Party Name | HERITAGE STRATEGIES LLC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Woodbury, NY 11797 |
| Event Date | Event Description |
| Monday, May 11, 2015 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Tuesday, May 12, 2015 | NOTICE OF DESIGN SEARCH CODE E-MAILED |
| Friday, December 4, 2015 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Friday, December 18, 2015 | ASSIGNED TO LIE |
| Monday, December 28, 2015 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Monday, December 28, 2015 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Wednesday, January 13, 2016 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Wednesday, January 20, 2016 | LAW OFFICE PUBLICATION REVIEW COMPLETED |
| Saturday, May 2, 2015 | NEW APPLICATION ENTERED |
| Monday, August 10, 2015 | ASSIGNED TO EXAMINER |
| Monday, August 17, 2015 | PRIORITY ACTION WRITTEN |
| Monday, August 17, 2015 | PRIORITY ACTION E-MAILED |
| Monday, August 17, 2015 | NOTIFICATION OF PRIORITY ACTION E-MAILED |
| Tuesday, February 2, 2016 | WITHDRAWN FROM PUB - OG REVIEW QUERY |
| Thursday, February 4, 2016 | EXAMINER'S AMENDMENT ENTERED |
| Wednesday, February 3, 2016 | PREVIOUS ALLOWANCE COUNT WITHDRAWN |
| Thursday, February 4, 2016 | EXAMINERS AMENDMENT -WRITTEN |
| Thursday, February 4, 2016 | EXAMINERS AMENDMENT E-MAILED |
| Thursday, February 4, 2016 | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED |
| Thursday, February 4, 2016 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Thursday, February 11, 2016 | LAW OFFICE PUBLICATION REVIEW COMPLETED |
| Tuesday, March 15, 2016 | PUBLISHED FOR OPPOSITION |
| Tuesday, March 15, 2016 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, May 31, 2016 | REGISTERED-PRINCIPAL REGISTER |
| Monday, May 31, 2021 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED |
| Wednesday, February 24, 2016 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Thursday, February 17, 2022 | TEAS SECTION 8 RECEIVED |
| Tuesday, July 19, 2022 | REGISTERED - SEC. 8 (6-YR) ACCEPTED |
| Tuesday, July 19, 2022 | CASE ASSIGNED TO POST REGISTRATION PARALEGAL |
| Sunday, June 1, 2025 | COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED |
| Tuesday, July 19, 2022 | NOTICE OF ACCEPTANCE OF SEC. 8 - E-MAILED |