LACROSS FINANCIAL ADVISORS INTEGRATED TAX-AWARE FINANCIAL MANAGEMENT Trademark

Trademark Overview


On Wednesday, June 7, 2017, a trademark application was filed for LACROSS FINANCIAL ADVISORS INTEGRATED TAX-AWARE FINANCIAL MANAGEMENT with the United States Patent and Trademark Office. The USPTO has given the LACROSS FINANCIAL ADVISORS INTEGRATED TAX-AWARE FINANCIAL MANAGEMENT trademark a serial number of 87479080. The federal status of this trademark filing is SECTION 8 & 15 - ACCEPTED AND ACKNOWLEDGED as of Saturday, October 7, 2023. This trademark is owned by GreenWave Financial Advisors, LLC. The LACROSS FINANCIAL ADVISORS INTEGRATED TAX-AWARE FINANCIAL MANAGEMENT trademark is filed in the Advertising, Business and Retail Services and Insurance & Financial Services categories with the following description:

financial services, namely, estate trust management, financial planning services, and wealth management services

accounting services, namely, tax filing services, tax advisory services, personal accounting services, tax and taxation planning, advice, information and consultancy services, and tax preparation services provided via telephone, email, Internet, and in-person; estate management, namely, assistance in the gathering and organization of personal vital and financial records in conjunction with instructions for handling of such documents by others, including executors and attorneys, upon death or when otherwise necessary
lacross financial advisors integrated tax-aware financial management

General Information


Serial Number87479080
Word MarkLACROSS FINANCIAL ADVISORS INTEGRATED TAX-AWARE FINANCIAL MANAGEMENT
Filing DateWednesday, June 7, 2017
Status702 - SECTION 8 & 15 - ACCEPTED AND ACKNOWLEDGED
Status DateSaturday, October 7, 2023
Registration Number5378667
Registration DateTuesday, January 16, 2018
Mark Drawing3000 - Illustration: Drawing or design which also includes word(s) / letter(s) / number(s)
Published for Opposition DateTuesday, October 31, 2017

Trademark Statements


Description of MarkThe mark consists of the words "LACROSS FINANCIAL ADVISORS INTEGRATED TAX-AWARE FINANCIAL MANAGEMENT" next to a stylized wave image surrounded by a circle.
Goods and Servicesfinancial services, namely, estate trust management, financial planning services, and wealth management services
Indication of Colors claimedColor is not claimed as a feature of the mark.
Goods and Servicesaccounting services, namely, tax filing services, tax advisory services, personal accounting services, tax and taxation planning, advice, information and consultancy services, and tax preparation services provided via telephone, email, Internet, and in-person; estate management, namely, assistance in the gathering and organization of personal vital and financial records in conjunction with instructions for handling of such documents by others, including executors and attorneys, upon death or when otherwise necessary
Disclaimer with Predetermined Text"FINANCIAL ADVISORS INTEGRATED TAX-AWARE FINANCIAL MANAGEMENT"

Classification Information


International Class035 - Advertising; business management; business administration; office functions.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateWednesday, June 14, 2017
Primary Code035
First Use Anywhere DateWednesday, May 31, 2017
First Use In Commerce DateWednesday, May 31, 2017

International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateWednesday, June 14, 2017
Primary Code036
First Use Anywhere DateWednesday, May 31, 2017
First Use In Commerce DateWednesday, May 31, 2017

Trademark Owner History


Party NameGreenWave Financial Advisors, LLC
Party Type30 - Original Registrant
Legal Entity Type16 - Limited Liability Company
AddressBeverly, MA 01915

Party NameGreenWave Financial Advisors, LLC
Party Type20 - Owner at Publication
Legal Entity Type16 - Limited Liability Company
AddressBeverly, MA 01915

Party NameGreenWave Financial Advisors, LLC
Party Type10 - Original Applicant
Legal Entity Type16 - Limited Liability Company
AddressBeverly, MA 01915

Trademark Events


Event DateEvent Description
Saturday, October 7, 2023NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
Saturday, October 7, 2023REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
Friday, October 6, 2023TEAS RESPONSE TO OFFICE ACTION-POST REG RECEIVED
Monday, September 18, 2023POST REGISTRATION ACTION MAILED - SEC. 8 & 15
Monday, September 18, 2023CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Wednesday, March 15, 2023TEAS SECTION 8 & 15 RECEIVED
Monday, January 16, 2023COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
Tuesday, April 20, 2021TEAS CHANGE OF CORRESPONDENCE RECEIVED
Tuesday, April 20, 2021ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Tuesday, April 20, 2021TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Tuesday, April 6, 2021TEAS CHANGE OF CORRESPONDENCE RECEIVED
Tuesday, April 6, 2021ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Tuesday, April 6, 2021TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Tuesday, January 16, 2018REGISTERED-PRINCIPAL REGISTER
Tuesday, October 31, 2017OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Tuesday, October 31, 2017PUBLISHED FOR OPPOSITION
Wednesday, October 11, 2017NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Thursday, September 28, 2017LAW OFFICE PUBLICATION REVIEW COMPLETED
Wednesday, September 27, 2017ASSIGNED TO LIE
Thursday, September 14, 2017APPROVED FOR PUB - PRINCIPAL REGISTER
Wednesday, September 13, 2017TEAS/EMAIL CORRESPONDENCE ENTERED
Tuesday, September 12, 2017CORRESPONDENCE RECEIVED IN LAW OFFICE
Tuesday, September 12, 2017TEAS RESPONSE TO OFFICE ACTION RECEIVED
Friday, September 8, 2017NOTIFICATION OF NON-FINAL ACTION E-MAILED
Friday, September 8, 2017NON-FINAL ACTION E-MAILED
Friday, September 8, 2017NON-FINAL ACTION WRITTEN
Thursday, September 7, 2017ASSIGNED TO EXAMINER
Thursday, June 15, 2017NOTICE OF DESIGN SEARCH CODE E-MAILED
Wednesday, June 14, 2017NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Saturday, June 10, 2017NEW APPLICATION ENTERED