| Serial Number | 88504789 |
| Word Mark | ID INHERITANCE DESIGN |
| Filing Date | Monday, July 8, 2019 |
| Status | 702 - SECTION 8 & 15 - ACCEPTED AND ACKNOWLEDGED |
| Status Date | Monday, July 7, 2025 |
| Registration Number | 5961382 |
| Registration Date | Tuesday, January 14, 2020 |
| Mark Drawing | 3 - Illustration: Drawing or design which also includes word(s) / letter(s) / number(s) |
| Published for Opposition Date | Tuesday, October 29, 2019 |
| Indication of Colors claimed | The color(s) rust and gray is/are claimed as a feature of the mark. |
| Description of Mark | The mark consists of The literal element "ID" with the bowl of the "D" in gray and the stem of the "D" represented by an "I" in rust to the left of the literal element "INHERITANCE" in gray capitalized font above the literal element "DESIGN" in rust lower case font with the "D" separated from the other literal elements by a gray vertical bar. |
| Pseudo Mark | ID INHERITANCE DESIGN |
| Goods and Services | Estate planning; Financial planning; Financial advisory and consultancy services, namely, inter-generational mentoring and multi-generational retreat planning; Financial planning, namely, defining family vision and principles; Providing financial consultation services to retirees and their heirs |
| NOT AVAILABLE | "INHERITANCE" |
| 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, July 16, 2019 |
| Primary Code | 036 |
| First Use Anywhere Date | Tuesday, March 1, 2016 |
| First Use In Commerce Date | Tuesday, March 1, 2016 |
| Party Name | J. Biance Wealth Management, LLC |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Tryon, NC 28782 US |
| Party Name | J. Biance Wealth Management, LLC |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Hendersonville, NC 28739 US |
| Party Name | J. Biance Wealth Management, LLC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Hendersonville, NC 28739 US |
| Event Date | Event Description |
| Thursday, July 11, 2019 | NEW APPLICATION ENTERED |
| Tuesday, July 16, 2019 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Wednesday, July 17, 2019 | NOTICE OF DESIGN SEARCH CODE E-MAILED |
| Tuesday, September 24, 2019 | ASSIGNED TO EXAMINER |
| Wednesday, September 25, 2019 | EXAMINERS AMENDMENT -WRITTEN |
| Wednesday, September 25, 2019 | EXAMINERS AMENDMENT E-MAILED |
| Wednesday, September 25, 2019 | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED |
| Wednesday, September 25, 2019 | EXAMINER'S AMENDMENT ENTERED |
| Wednesday, September 25, 2019 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Wednesday, September 25, 2019 | ASSIGNED TO LIE |
| Wednesday, October 9, 2019 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Tuesday, October 29, 2019 | PUBLISHED FOR OPPOSITION |
| Tuesday, October 29, 2019 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, January 14, 2020 | REGISTERED-PRINCIPAL REGISTER |
| Sunday, November 13, 2022 | TEAS CHANGE OF OWNER ADDRESS RECEIVED |
| Sunday, November 13, 2022 | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
| Sunday, November 13, 2022 | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |
| Sunday, November 13, 2022 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
| Sunday, November 13, 2022 | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED |
| Tuesday, January 14, 2025 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED |
| Monday, March 10, 2025 | TEAS SECTION 8 & 15 RECEIVED |
| Monday, July 7, 2025 | CASE ASSIGNED TO POST REGISTRATION PARALEGAL |
| Monday, July 7, 2025 | REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK. |
| Monday, July 7, 2025 | NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED |
| Tuesday, February 24, 2026 | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
| Tuesday, February 24, 2026 | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |
| Tuesday, February 24, 2026 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |