| Serial Number | 77399945 |
| Word Mark | INVEST WELL. MANAGE WELL. LIVE WELL. |
| Filing Date | Tuesday, February 19, 2008 |
| Status | 710 - CANCELLED - SECTION 8 |
| Status Date | Friday, April 26, 2019 |
| Registration Number | 3504797 |
| Registration Date | Tuesday, September 23, 2008 |
| Mark Drawing | 4000 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | Tuesday, July 8, 2008 |
| Goods and Services | Financial services, namely, portfolio analysis, financial advisory and consultancy services, financial planning services, and the investment of funds of others |
| International Class | 036 - Insurance; financial affairs; monetary affairs; real estate affairs. |
| US Class Codes | 100, 101, 102 |
| Class Status Code | 2 - Sec. 8 - Entire Registration |
| Class Status Date | Friday, April 26, 2019 |
| Primary Code | 036 |
| First Use Anywhere Date | Tuesday, May 1, 2007 |
| First Use In Commerce Date | Tuesday, May 1, 2007 |
| Party Name | Convergent Wealth Advisors, LLC |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Potomac, MD 20854 |
| Party Name | Convergent Wealth Advisors, LLC |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Rockville, MD 208524246 |
| Party Name | Convergent Wealth Advisors, LLC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Rockville, MD 208524246 |
| Event Date | Event Description |
| Friday, April 26, 2019 | CANCELLED SEC. 8 (10-YR)/EXPIRED SECTION 9 |
| Wednesday, November 13, 2013 | NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - MAILED |
| Wednesday, November 13, 2013 | REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK. |
| Friday, October 25, 2013 | REGISTERED - SEC. 8 (6-YR) & SEC. 15 FILED |
| Wednesday, November 13, 2013 | CASE ASSIGNED TO POST REGISTRATION PARALEGAL |
| Thursday, October 24, 2013 | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED |
| Thursday, October 24, 2013 | TEAS CHANGE OF OWNER ADDRESS RECEIVED |
| Friday, October 25, 2013 | TEAS SECTION 8 & 15 RECEIVED |
| Thursday, July 22, 2010 | REVIEW OF CORRESPONDENCE COMPLETE |
| Thursday, July 22, 2010 | CASE ASSIGNED TO POST REGISTRATION PARALEGAL |
| Thursday, July 8, 2010 | TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS |
| Tuesday, September 23, 2008 | REGISTERED-PRINCIPAL REGISTER |
| Tuesday, July 8, 2008 | PUBLISHED FOR OPPOSITION |
| Wednesday, June 18, 2008 | NOTICE OF PUBLICATION |
| Monday, June 2, 2008 | LAW OFFICE PUBLICATION REVIEW COMPLETED |
| Monday, June 2, 2008 | ASSIGNED TO LIE |
| Sunday, June 1, 2008 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Saturday, May 31, 2008 | ASSIGNED TO EXAMINER |
| Friday, February 22, 2008 | NEW APPLICATION ENTERED IN TRAM |