| Serial Number | 90240379 |
| Word Mark | IFO INDEPENDENT FAMILY OFFICE |
| Filing Date | Wednesday, October 7, 2020 |
| Status | 700 - REGISTERED |
| Status Date | Tuesday, March 28, 2023 |
| Registration Number | 7008794 |
| Registration Date | Tuesday, March 28, 2023 |
| Mark Drawing | 3000 - Illustration: Drawing or design which also includes word(s) / letter(s) / number(s) |
| Published for Opposition Date | Tuesday, January 10, 2023 |
| Description of Mark | The mark consists of the initialism "IFO" presented in stylized, upper-case text and composed together to appear as a single monogram in the center of an oval shape comprising dots and a scallop design. The oval design appears superimposed on a rectangle with a decorative frame design. Below the design is the stylized word "INDEPENDENT" above the words "FAMILY OFFICE". There is a horizontal line between the words "INDEPENDENT" and "FAMILY OFFICE" and small diamond shape between the words "FAMILY" and "OFFICE". |
| Goods and Services | Financial services, namely, wealth management services for high net worth families; Financial planning and advisory services, namely, income tax planning services, investment planning services, estate planning services, income tax planning services, financial reporting and compliance services, negotiation services, and charitable planning services in the nature of developing and managing charitable giving programs on behalf of wealthy families; Financial consulting |
| Section 2(f) Limitation Statement | AS TO "INDEPENDENT" |
| Disclaimer with Predetermined Text | FAMILY OFFICE |
| 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 | Friday, November 20, 2020 |
| Primary Code | 036 |
| First Use Anywhere Date | Thursday, January 6, 2005 |
| First Use In Commerce Date | Thursday, January 6, 2005 |
| Party Name | Independent Family Office, LLC |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Albany, NY 12207 |
| Party Name | Independent Family Office, LLC |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Albany, NY 12207 |
| Party Name | Independent Family Office, LLC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Albany, NY 12207 |
| Event Date | Event Description |
| Tuesday, March 28, 2023 | NOTICE OF REGISTRATION CONFIRMATION EMAILED |
| Tuesday, March 28, 2023 | REGISTERED-PRINCIPAL REGISTER |
| Tuesday, January 10, 2023 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, January 10, 2023 | PUBLISHED FOR OPPOSITION |
| Wednesday, December 21, 2022 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Tuesday, December 6, 2022 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Tuesday, December 6, 2022 | EXAMINER'S AMENDMENT ENTERED |
| Tuesday, December 6, 2022 | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED |
| Tuesday, December 6, 2022 | EXAMINERS AMENDMENT E-MAILED |
| Tuesday, December 6, 2022 | EXAMINERS AMENDMENT -WRITTEN |
| Wednesday, November 16, 2022 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Wednesday, November 16, 2022 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Tuesday, November 15, 2022 | ASSIGNED TO LIE |
| Thursday, September 29, 2022 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Tuesday, March 29, 2022 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Tuesday, March 29, 2022 | NON-FINAL ACTION E-MAILED |
| Tuesday, March 29, 2022 | NON-FINAL ACTION WRITTEN |
| Tuesday, March 22, 2022 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Monday, March 21, 2022 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Monday, March 21, 2022 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Tuesday, September 21, 2021 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Tuesday, September 21, 2021 | NON-FINAL ACTION E-MAILED |
| Tuesday, September 21, 2021 | NON-FINAL ACTION WRITTEN |
| Thursday, September 9, 2021 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Thursday, September 9, 2021 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Thursday, September 9, 2021 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Tuesday, March 9, 2021 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Tuesday, March 9, 2021 | NON-FINAL ACTION E-MAILED |
| Tuesday, March 9, 2021 | NON-FINAL ACTION WRITTEN |
| Friday, March 5, 2021 | ASSIGNED TO EXAMINER |
| Saturday, November 21, 2020 | NOTICE OF DESIGN SEARCH CODE E-MAILED |
| Friday, November 20, 2020 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Saturday, October 10, 2020 | NEW APPLICATION ENTERED |