Serial Number | 97069175 |
Word Mark | INTERGY PRIVATE WEALTH |
Filing Date | Monday, October 11, 2021 |
Status | 700 - REGISTERED |
Status Date | Tuesday, June 13, 2023 |
Registration Number | 7078159 |
Registration Date | Tuesday, June 13, 2023 |
Mark Drawing | 4000 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
Published for Opposition Date | Tuesday, March 28, 2023 |
Goods and Services | Financial services, namely, investment fund transfer and transaction services, investment security services, estate settlement services; wealth management services; investment consultation and investment management services, namely, advising for and management of retirement plans and investments for individuals and families; investment services, namely, cash flow management; financial services, namely, trust administration and estate settlement; estate planning consultation; financial advisory and consultancy services for individuals and families for financial wealth planning purposes; financial planning advice relating to investments and wealth management for individuals and families; financial planning advice relating to investments and wealth management for retirement plans, business transition, education, charitable giving, endowments, and foundations; insurance consultancy services, namely, providing advice in the field of insurance auditing; underwriting, issuance and administration of annuities; financial consultation in the field of cryptocurrency; financial brokerage services for cryptocurrency trading; providing venture capital, development capital, and investment funding; hedge fund investment services; financial brokerage services in the field of securities investing; investment advisory services, namely, Registered Investment Advisor (RIA) services |
Disclaimer with Predetermined Text | "PRIVATE WEALTH" |
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, November 2, 2021 |
Primary Code | 036 |
First Use Anywhere Date | Friday, October 1, 2021 |
First Use In Commerce Date | Friday, October 1, 2021 |
Party Name | Intergy Private Wealth, LLC |
Party Type | 30 - Original Registrant |
Legal Entity Type | 16 - Limited Liability Company |
Address | Colorado Springs, CO 80903 |
Party Name | Intergy Private Wealth, LLC |
Party Type | 20 - Owner at Publication |
Legal Entity Type | 16 - Limited Liability Company |
Address | Colorado Springs, CO 80903 |
Party Name | Intergy Private Wealth, LLC |
Party Type | 10 - Original Applicant |
Legal Entity Type | 16 - Limited Liability Company |
Address | Colorado Springs, CO 80903 |
Event Date | Event Description |
Tuesday, June 13, 2023 | NOTICE OF REGISTRATION CONFIRMATION EMAILED |
Tuesday, June 13, 2023 | REGISTERED-PRINCIPAL REGISTER |
Tuesday, March 28, 2023 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
Tuesday, March 28, 2023 | PUBLISHED FOR OPPOSITION |
Wednesday, March 8, 2023 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
Friday, February 17, 2023 | APPROVED FOR PUB - PRINCIPAL REGISTER |
Wednesday, January 25, 2023 | TEAS/EMAIL CORRESPONDENCE ENTERED |
Tuesday, January 24, 2023 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
Tuesday, January 24, 2023 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
Monday, July 25, 2022 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
Monday, July 25, 2022 | NON-FINAL ACTION E-MAILED |
Monday, July 25, 2022 | NON-FINAL ACTION WRITTEN |
Thursday, July 14, 2022 | ASSIGNED TO EXAMINER |
Tuesday, November 2, 2021 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
Thursday, October 14, 2021 | NEW APPLICATION ENTERED |