| Serial Number | 97134019 |
| Word Mark | LF LEWIS FINANCIAL |
| Filing Date | Friday, November 19, 2021 |
| Status | 700 - REGISTERED |
| Status Date | Tuesday, December 27, 2022 |
| Registration Number | 6934624 |
| Registration Date | Tuesday, December 27, 2022 |
| Mark Drawing | 3000 - Illustration: Drawing or design which also includes word(s) / letter(s) / number(s) |
| Published for Opposition Date | Tuesday, October 11, 2022 |
| Description of Mark | The mark consists of the stylized letters "LF" contained within a circle having two rings around it, wherein the bottom middle portion of the L and vertical line in the F are each missing, thereby resulting in three triangle designs appearing from bottom left to top right; followed by the wording "LEWIS FINANCIAL". |
| Goods and Services | Financial services, namely, wealth management services; financial research and information services; financial analysis and research services; financial advisory and consultancy services; financial planning; financial planning for retirement; financial retirement plan consulting services; financial planning and investment advisory services; investment consultancy; estate planning; estate trust planning; providing information in the field of employee and executive financial benefit plans; administration of employee and executive benefit plans concerning insurance and finance; insurance consultancy in the field of life insurance, disability insurance and long term care insurance; financial advisory and consultancy services, namely, creating personalized strategies for achieving financial independence, educational funding strategies, retirement and wealth management strategies |
| Indication of Colors claimed | Color is not claimed as a feature of the mark. |
| Disclaimer with Predetermined Text | "FINANCIAL" |
| 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, November 24, 2021 |
| Primary Code | 036 |
| First Use Anywhere Date | Thursday, November 18, 2021 |
| First Use In Commerce Date | Thursday, November 18, 2021 |
| Party Name | JWL1338, LLC |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | King of Prussia, PA 19406 |
| Party Name | JWL1338, LLC |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | King of Prussia, PA 19406 |
| Party Name | JWL1338, LLC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | King of Prussia, PA 19406 |
| Event Date | Event Description |
| Tuesday, December 27, 2022 | NOTICE OF REGISTRATION CONFIRMATION EMAILED |
| Tuesday, December 27, 2022 | REGISTERED-PRINCIPAL REGISTER |
| Tuesday, October 11, 2022 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, October 11, 2022 | PUBLISHED FOR OPPOSITION |
| Wednesday, September 21, 2022 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Friday, September 2, 2022 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Wednesday, August 31, 2022 | ASSIGNED TO EXAMINER |
| Thursday, November 25, 2021 | NOTICE OF DESIGN SEARCH CODE E-MAILED |
| Wednesday, November 24, 2021 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED IN TRAM |
| Tuesday, November 23, 2021 | NEW APPLICATION ENTERED IN TRAM |