| Serial Number | 77626358 |
| Word Mark | ISLAND WEALTH MANAGEMENT |
| Filing Date | Thursday, December 4, 2008 |
| Status | 800 - REGISTERED AND RENEWED |
| Status Date | Monday, October 22, 2018 |
| Registration Number | 3691642 |
| Registration Date | Tuesday, October 6, 2009 |
| Mark Drawing | 3000 - Illustration: Drawing or design which also includes word(s) / letter(s) / number(s) |
| Published for Opposition Date | Tuesday, July 21, 2009 |
| Indication of Colors claimed | The color(s) light green and teal is/are claimed as a feature of the mark. |
| Disclaimer with Predetermined Text | "WEALTH MANAGEMENT" |
| Description of Mark | The mark consists of one large leaf, one medium leaf and one small leaf along with the words "Island Wealth Management" in all capital letters. The large leaf and the small leaf are green and the medium leaf and wording are in teal. |
| Goods and Services | Advice relating to investments; Financial and investment services, namely, management and brokerage in the fields of stocks, bonds, options, commodities, futures and other securities, and the investment of funds of others; Financial planning and investment advisory services; Financial planning services, namely, developing and managing charitable giving programs on behalf of wealthy individuals or families; Financial planning, namely, the creation of personalized strategies to achieve financial independence; Financial services, namely, a total portfolio offering for high net worth clients consisting of both separate accounts and mutual funds for equity and fixed income investments; Investment advisory services; Investment management of and distribution of annuities; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement |
| 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, December 8, 2008 |
| Primary Code | 036 |
| First Use Anywhere Date | Friday, November 21, 2008 |
| First Use In Commerce Date | Friday, November 21, 2008 |
| Party Name | NOT AVAILABLE |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 01 - Individual |
| Address | HONOLULU, HI 96813 |
| Party Name | NOT AVAILABLE |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 01 - Individual |
| Address | Honolulu, HI 968399998 |
| Party Name | NOT AVAILABLE |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 01 - Individual |
| Address | Honolulu, HI 968399998 |
| Event Date | Event Description |
| Monday, October 22, 2018 | NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED |
| Monday, October 22, 2018 | REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS) |
| Monday, October 22, 2018 | REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED |
| Monday, October 22, 2018 | CASE ASSIGNED TO POST REGISTRATION PARALEGAL |
| Wednesday, October 10, 2018 | TEAS SECTION 8 & 9 RECEIVED |
| Wednesday, October 10, 2018 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
| Saturday, October 6, 2018 | COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED |
| Monday, February 29, 2016 | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED |
| Monday, February 29, 2016 | TEAS CHANGE OF OWNER ADDRESS RECEIVED |
| Monday, February 29, 2016 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
| Saturday, February 7, 2015 | NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED |
| Saturday, February 7, 2015 | REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK. |
| Friday, February 6, 2015 | CASE ASSIGNED TO POST REGISTRATION PARALEGAL |
| Thursday, January 22, 2015 | TEAS SECTION 8 & 15 RECEIVED |
| Thursday, January 22, 2015 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
| Thursday, January 22, 2015 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
| Thursday, June 7, 2012 | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED |
| Thursday, June 7, 2012 | TEAS CHANGE OF OWNER ADDRESS RECEIVED |
| Thursday, June 7, 2012 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
| Tuesday, October 6, 2009 | REGISTERED-PRINCIPAL REGISTER |
| Tuesday, July 21, 2009 | PUBLISHED FOR OPPOSITION |
| Wednesday, July 1, 2009 | NOTICE OF PUBLICATION |
| Monday, June 15, 2009 | LAW OFFICE PUBLICATION REVIEW COMPLETED |
| Monday, June 15, 2009 | ASSIGNED TO LIE |
| Thursday, June 11, 2009 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Friday, May 22, 2009 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Friday, May 22, 2009 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Friday, May 22, 2009 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Friday, May 22, 2009 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Wednesday, March 11, 2009 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Wednesday, March 11, 2009 | NON-FINAL ACTION E-MAILED |
| Wednesday, March 11, 2009 | NON-FINAL ACTION WRITTEN |
| Wednesday, March 4, 2009 | ASSIGNED TO EXAMINER |
| Tuesday, December 9, 2008 | NOTICE OF DESIGN SEARCH CODE MAILED |
| Monday, December 8, 2008 | NEW APPLICATION ENTERED IN TRAM |