| Serial Number | 87352673 |
| Word Mark | ICON WEALTH PARTNERS |
| Filing Date | Tuesday, February 28, 2017 |
| Status | 702 - SECTION 8 & 15 - ACCEPTED AND ACKNOWLEDGED |
| Status Date | Tuesday, September 19, 2023 |
| Registration Number | 5349166 |
| Registration Date | Tuesday, December 5, 2017 |
| Mark Drawing | 3000 - Illustration: Drawing or design which also includes word(s) / letter(s) / number(s) |
| Published for Opposition Date | Tuesday, September 19, 2017 |
| Description of Mark | The mark consists of a diamond shape inside of which appears a smaller diamond shape with outward lines extending out of it, with the stylized word "ICON" appearing to the right, below which appear the stylized words "WEALTH PARTNERS" with two horizontal lines on each side. |
| Goods and Services | Financial services, namely, investment fund transfer and transaction services, investment security services, estate settlement services; financial services, namely, wealth management services; investment services, namely, financial asset allocation, cash flow management, investment consultation, and investment management services; trust and estate financial administration services and estate planning consultation; financial risk management consultation; financial advisory and consultancy services; advice relating to investments and wealth management |
| Indication of Colors claimed | Color is not claimed as a feature of the mark. |
| Disclaimer with Predetermined Text | "WEALTH PARTNERS" |
| 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 | Tuesday, March 7, 2017 |
| Primary Code | 036 |
| First Use Anywhere Date | Monday, August 22, 2016 |
| First Use In Commerce Date | Friday, February 17, 2017 |
| Party Name | ICON WEALTH ADVISORS, LLC |
| Party Type | 31 - New Owner After Registration |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | NEW YORK, NY 10022 |
| Party Name | ICON WEALTH PARTNERS, LLC |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Houston, TX 77056 |
| Party Name | ICON WEALTH PARTNERS, LLC |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Houston, TX 77056 |
| Party Name | ICON WEALTH PARTNERS, LLC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Houston, TX 77056 |
| Event Date | Event Description |
| Tuesday, September 19, 2023 | NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED |
| Tuesday, September 19, 2023 | REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK. |
| Tuesday, September 19, 2023 | TEAS SECTION 8 & 15 RECEIVED |
| Thursday, September 14, 2023 | POST REGISTRATION ACTION MAILED - SEC. 8 & 15 |
| Wednesday, September 13, 2023 | CASE ASSIGNED TO POST REGISTRATION PARALEGAL |
| Monday, March 13, 2023 | TEAS SECTION 8 & 15 RECEIVED |
| Monday, December 5, 2022 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED |
| Wednesday, September 28, 2022 | AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP |
| Tuesday, December 5, 2017 | REGISTERED-PRINCIPAL REGISTER |
| Tuesday, September 19, 2017 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, September 19, 2017 | PUBLISHED FOR OPPOSITION |
| Wednesday, August 30, 2017 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Friday, August 11, 2017 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Thursday, July 20, 2017 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Wednesday, July 19, 2017 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Wednesday, July 19, 2017 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Wednesday, June 7, 2017 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Wednesday, June 7, 2017 | NON-FINAL ACTION E-MAILED |
| Wednesday, June 7, 2017 | NON-FINAL ACTION WRITTEN |
| Tuesday, May 23, 2017 | ASSIGNED TO EXAMINER |
| Tuesday, April 18, 2017 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
| Wednesday, March 8, 2017 | NOTICE OF DESIGN SEARCH CODE E-MAILED |
| Tuesday, March 7, 2017 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Friday, March 3, 2017 | NEW APPLICATION ENTERED |