| Serial Number | 88429437 |
| Word Mark | INTEGRATED FIDUCIARY ADVISORY SERVICES |
| Filing Date | Tuesday, May 14, 2019 |
| Status | 700 - REGISTERED |
| Status Date | Tuesday, December 17, 2019 |
| Registration Number | 5936355 |
| Registration Date | Tuesday, December 17, 2019 |
| Mark Drawing | 3 - Illustration: Drawing or design which also includes word(s) / letter(s) / number(s) |
| Published for Opposition Date | Tuesday, October 1, 2019 |
| 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 05/22/2015 |
| Description of Mark | The mark consists of a box design in the color orange with the word "INTEGRATED" in to the right of the box design in black. The letter "D" is orange. The words "FIDUCIARY ADVISORY SERVICES" is directly below in the color orange. |
| Goods and Services | Financial services, namely, investment advice, investment management, investment consultation, wealth management, and investment of funds for others, including private and public equity and debt investment services; Estate planning; estate trust planning; financial consulting services in the field of planned giving for non-profit and charitable organizations |
| Goods and Services | Fiduciary compliance consulting, namely, consulting in the field of federal securities regulations governing investment advisory activities; reviewing standards and practices to assure compliance with non-profit laws and regulations |
| 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 05/22/2015 |
| NOT AVAILABLE | "INTEGRATED FIDUCIARY ADVISORY SERVICES" |
| Indication of Colors claimed | The color(s) orange and black is/are claimed as a feature of the mark. |
| 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 05/22/2015 |
| 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 05/22/2015 |
| 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 05/22/2015 |
| Goods and Services | Business management consulting; strategic planning and business advisory services |
| 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 05/22/2015 |
| International Class | 035 - Advertising; business management; business administration; office functions. |
| US Class Codes | 100, 101, 102 |
| Class Status Code | 6 - Active |
| Class Status Date | Thursday, May 30, 2019 |
| Primary Code | 035 |
| First Use Anywhere Date | Tuesday, April 30, 2019 |
| First Use In Commerce Date | Tuesday, April 30, 2019 |
| 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 | Thursday, May 30, 2019 |
| Primary Code | 036 |
| First Use Anywhere Date | Tuesday, April 30, 2019 |
| First Use In Commerce Date | Tuesday, April 30, 2019 |
| International Class | 045 - Legal services; security services for the protection of property and individuals; personal and social services rendered by others to meet the needs of individuals. |
| US Class Codes | 100, 101 |
| Class Status Code | 6 - Active |
| Class Status Date | Thursday, May 30, 2019 |
| Primary Code | 045 |
| First Use Anywhere Date | Tuesday, April 30, 2019 |
| First Use In Commerce Date | Tuesday, April 30, 2019 |
| Party Name | Integrated Investment Consultants, LLC |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Bloomfield Hills, MI 48304 |
| Party Name | Integrated Investment Consultants, LLC |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Birmingham, MI 48009 |
| Party Name | Integrated Investment Consultants, LLC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Birmingham, MI 48009 |
| Event Date | Event Description |
| Friday, May 17, 2019 | NEW APPLICATION ENTERED |
| Thursday, May 30, 2019 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Friday, May 31, 2019 | NOTICE OF DESIGN SEARCH CODE E-MAILED |
| Tuesday, July 30, 2019 | ASSIGNED TO EXAMINER |
| Friday, August 2, 2019 | NON-FINAL ACTION WRITTEN |
| Friday, August 2, 2019 | NON-FINAL ACTION E-MAILED |
| Friday, August 2, 2019 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Wednesday, August 14, 2019 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Wednesday, August 14, 2019 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Wednesday, August 14, 2019 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Wednesday, August 21, 2019 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Thursday, August 29, 2019 | ASSIGNED TO LIE |
| Wednesday, September 11, 2019 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Tuesday, October 1, 2019 | PUBLISHED FOR OPPOSITION |
| Tuesday, October 1, 2019 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, December 17, 2019 | REGISTERED-PRINCIPAL REGISTER |
| Monday, April 1, 2024 | TEAS CHANGE OF OWNER ADDRESS RECEIVED |
| Monday, April 1, 2024 | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED |
| Monday, April 1, 2024 | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
| Monday, April 1, 2024 | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |
| Monday, April 1, 2024 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
| Monday, April 1, 2024 | TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS |
| Tuesday, December 17, 2024 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED |
| Wednesday, November 12, 2025 | TEAS SECTION 8 & 15 RECEIVED |