| Serial Number | 90832853 |
| Word Mark | INVESSENT |
| Filing Date | Friday, July 16, 2021 |
| Status | 700 - REGISTERED |
| Status Date | Tuesday, August 29, 2023 |
| Registration Number | 7147791 |
| Registration Date | Tuesday, August 29, 2023 |
| Mark Drawing | 4000 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | Tuesday, March 14, 2023 |
| Goods and Services | Educational services, namely, providing classes, seminars and workshops, and the corresponding course materials used therein, in the fields of wealth and financial education; arranging of seminars in the field of financial management; financial education services, namely, providing classes, instruction, online non-downloadable webinars, seminars, workshops, and podcasts in the field of finance and distribution of course material in connection therewith; providing a website featuring non-downloadable videos and audio recordings featuring information and interviews in the fields of finance and wealth management |
| Pseudo Mark | INVESTMENT |
| Goods and Services | Financial consultation relating to financial investment, wealth evaluation, wealth creation, wealth building and wealth management strategies; providing information and advice in the fields of aligning financial goals with life goals; providing a website featuring information in the fields of wealth management, financial planning and financial investing; financial research and financial analysis in the nature of financial and investment analyses, securities research, wealth planning, asset and portfolio management, evaluation, tracking, forecasting, consultancy, advisory, and risk management relating to securities and other financial instruments; financial asset management; strategic and tactical financial advisory services; providing financial and investment advice, personalized wealth management strategies, and insurance consultation to individuals and businesses relating to general finances, retirement, estates, college tuition, and investment management; financial consulting and financial planning services provided to individuals on a fee basis; wealth advisory services for individuals in the nature of wealth management services; personal financial consulting; fiduciary investment advisory services; personal financial consulting services; financial services, namely, personal estate planning and financial retirement planning for individuals; financial advisory services in the field of financial wellness information; providing financial wellness information for the purpose of informing retirement plan design; financial research in the field of financial wellness that may inform retirement plan design; financial data analysis for the purpose of informing retirement plan design; providing financial advice and guidance for the purpose of informing retirement plan design; in-person financial planning services; financial management; financial portfolio analysis services |
| 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 | Monday, September 20, 2021 |
| Primary Code | 036 |
| First Use Anywhere Date | Thursday, April 30, 2020 |
| First Use In Commerce Date | Thursday, April 30, 2020 |
| International Class | 041 - Education; providing of training; entertainment; sporting and cultural activities. |
| US Class Codes | 100, 101, 107 |
| Class Status Code | 6 - Active |
| Class Status Date | Monday, September 20, 2021 |
| Primary Code | 041 |
| First Use Anywhere Date | Thursday, April 30, 2020 |
| First Use In Commerce Date | Thursday, April 30, 2020 |
| Party Name | Invessent, LLC |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Rochester, NY 14614 |
| Party Name | Invessent, LLC |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Rochester, NY 14614 |
| Party Name | Invessent, LLC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Rochester, NY 14614 |
| Event Date | Event Description |
| Tuesday, August 29, 2023 | NOTICE OF REGISTRATION CONFIRMATION EMAILED |
| Tuesday, August 29, 2023 | REGISTERED-PRINCIPAL REGISTER |
| Wednesday, July 26, 2023 | 1(B) BASIS DELETED; PROCEED TO REGISTRATION |
| Friday, May 26, 2023 | NOTICE OF ALLOWANCE CANCELLED |
| Wednesday, July 26, 2023 | CASE ASSIGNED TO INTENT TO USE PARALEGAL |
| Friday, May 26, 2023 | TEAS POST PUBLICATION AMENDMENT RECEIVED |
| Tuesday, May 9, 2023 | NOA E-MAILED - SOU REQUIRED FROM APPLICANT |
| Tuesday, March 14, 2023 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, March 14, 2023 | PUBLISHED FOR OPPOSITION |
| Wednesday, February 22, 2023 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Monday, February 6, 2023 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Monday, November 7, 2022 | NOTIFICATION OF LETTER OF SUSPENSION E-MAILED |
| Monday, November 7, 2022 | LETTER OF SUSPENSION E-MAILED |
| Monday, November 7, 2022 | SUSPENSION LETTER WRITTEN |
| Saturday, October 8, 2022 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Friday, October 7, 2022 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Friday, October 7, 2022 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Tuesday, April 12, 2022 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Tuesday, April 12, 2022 | NON-FINAL ACTION E-MAILED |
| Tuesday, April 12, 2022 | NON-FINAL ACTION WRITTEN |
| Thursday, April 7, 2022 | ASSIGNED TO EXAMINER |
| Monday, September 20, 2021 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Tuesday, July 20, 2021 | NEW APPLICATION ENTERED |