| Serial Number | 97112319 |
| Word Mark | IP FINANCIAL ADVISORY SERVICES, LLC |
| Filing Date | Sunday, November 7, 2021 |
| Status | 700 - REGISTERED |
| Status Date | Tuesday, October 4, 2022 |
| Registration Number | 6866114 |
| Registration Date | Tuesday, October 4, 2022 |
| Mark Drawing | 3000 - Illustration: Drawing or design which also includes word(s) / letter(s) / number(s) |
| Published for Opposition Date | Tuesday, July 19, 2022 |
| Description of Mark | The mark consists of the stylized wording "IP" inside a shaded circle to the left of the stylized wording "FINANCIAL ADVISORY SERVICES, LLC". |
| Goods and Services | Financial services, namely, providing financial information, financial risk assessment, financial counseling, and goal setting in the form of financial consultancy relating to retirement, financing major purchases, financing education expenses, insurance purchases, and wealth building; Financial planning and investment advisory services; Securities brokerage; Insurance brokerage services; Investment brokerage; none of the foregoing involving intellectual property |
| Indication of Colors claimed | Color is not claimed as a feature of the mark. |
| Disclaimer with Predetermined Text | "FINANCIAL ADVISORY SERVICES, LLC" |
| 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 | Wednesday, June 15, 2022 |
| Primary Code | 036 |
| First Use Anywhere Date | Tuesday, March 5, 2019 |
| First Use In Commerce Date | Monday, November 23, 2020 |
| Party Name | IP Financial Advisory Services LLC |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Charlotte, NC 28210 |
| Party Name | IP Financial Advisory Services LLC |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Charlotte, NC 28210 |
| Party Name | IP Financial Advisory Services LLC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Charlotte, NC 28210 |
| Event Date | Event Description |
| Thursday, October 5, 2023 | TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS |
| Thursday, October 5, 2023 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
| Thursday, October 5, 2023 | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |
| Thursday, October 5, 2023 | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
| Tuesday, October 4, 2022 | NOTICE OF REGISTRATION CONFIRMATION EMAILED |
| Tuesday, October 4, 2022 | REGISTERED-PRINCIPAL REGISTER |
| Tuesday, July 19, 2022 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, July 19, 2022 | PUBLISHED FOR OPPOSITION |
| Wednesday, June 29, 2022 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Wednesday, June 15, 2022 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Wednesday, June 15, 2022 | EXAMINER'S AMENDMENT ENTERED |
| Wednesday, June 15, 2022 | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED |
| Wednesday, June 15, 2022 | EXAMINERS AMENDMENT E-MAILED |
| Wednesday, June 15, 2022 | EXAMINERS AMENDMENT -WRITTEN |
| Thursday, May 19, 2022 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Wednesday, May 18, 2022 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Wednesday, May 18, 2022 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Friday, May 13, 2022 | NOTIFICATION OF EXAMINER'S AMENDMENT/PRIORITY ACTION E-MAILED |
| Friday, May 13, 2022 | EXAMINER'S AMENDMENT/PRIORITY ACTION E-MAILED |
| Friday, May 13, 2022 | COMBINED EXAMINER'S AMENDMENT/PRIORITY ACTION AUTOMATIC ENTRY |
| Friday, May 13, 2022 | EXAMINERS AMENDMENT AND/OR PRIORITY ACTION - COMPLETED |
| Tuesday, May 3, 2022 | ASSIGNED TO EXAMINER |
| Wednesday, November 17, 2021 | NOTICE OF DESIGN SEARCH CODE E-MAILED |
| Tuesday, November 16, 2021 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Wednesday, November 10, 2021 | NEW APPLICATION ENTERED |