| Serial Number | 85934322 |
| Word Mark | LIFESTYLE. LEGACY. PHILANTHROPY. |
| Filing Date | Thursday, May 16, 2013 |
| Status | 702 - SECTION 8 & 15 - ACCEPTED AND ACKNOWLEDGED |
| Status Date | Tuesday, October 22, 2019 |
| Registration Number | 4523323 |
| Registration Date | Tuesday, April 29, 2014 |
| Mark Drawing | 4000 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | Tuesday, October 29, 2013 |
| Goods and Services | Downloadable electronic documents in the fields of wealth management, financial planning, estate planning, gift planning, retirement planning, investment management, risk management, asset management, family governance and education, community involvement, and philanthropy; [ computer software for addressing questions and considerations in the fields of wealth management, financial planning, estate planning, gift planning, retirement planning, investment management, risk management, asset management, family governance and education, community involvement, and philanthropy; downloadable computer software for addressing questions and considerations in the fields of wealth management, financial planning, estate planning, gift planning, retirement planning, investment management, risk management, asset management, family governance and education, community involvement, and philanthropy; ] downloadable software in the nature of a mobile application for addressing questions and considerations in the fields of wealth management, financial planning, estate planning, gift planning, retirement planning, investment management, risk management, asset management, family governance and education, community involvement, and philanthropy |
| Goods and Services | Printed informational materials in the fields of wealth management, financial planning, estate planning, gift planning, retirement planning, investment management, risk management, asset management, family governance and education, community involvement, and philanthropy |
| Goods and Services | Wealth management, financial planning, estate planning, gift planning, retirement planning, investment management, and financial asset management; financial consultancy services concerning family governance, family education, community service, and philanthropy service; risk management consultation; financial advisory and consultancy services; insurance consultancy services |
| Goods and Services | Tax return preparation; tax planning advice, information and consultancy services |
| International Class | 009 - Scientific, nautical, surveying, photographic, cinematographic, optical, weighing, measuring, signalling, checking (supervision), life-saving and teaching apparatus and instruments; apparatus and instruments for conducting, switching, transforming, accumulating, regulating or controlling electricity; apparatus for recording, transmission or reproduction of sound or images; magnetic data carriers, recording discs; automatic vending machines and mechanisms for coin operated apparatus; cash registers, calculating machines, data processing equipment and computers; fire extinguishing apparatus. |
| US Class Codes | 021, 023, 026, 036, 038 |
| Class Status Code | 6 - Active |
| Class Status Date | Tuesday, May 28, 2013 |
| Primary Code | 009 |
| First Use Anywhere Date | Thursday, August 1, 2013 |
| First Use In Commerce Date | Thursday, August 1, 2013 |
| International Class | 016 - Paper, cardboard and goods made from these materials, not included in other classes; printed matter; bookbinding material; photographs; stationery; adhesives for stationery or household purposes; artists' materials; paint brushes; typewriters and office requisites (except furniture); instructional and teaching material (except apparatus); plastic materials for packaging (not included in other classes); printers' type; printing blocks. |
| US Class Codes | 002, 005, 022, 023, 029, 037, 038, 050 |
| Class Status Code | 6 - Active |
| Class Status Date | Tuesday, May 28, 2013 |
| Primary Code | 016 |
| First Use Anywhere Date | Monday, May 13, 2013 |
| First Use In Commerce Date | Monday, May 13, 2013 |
| International Class | 035 - Advertising; business management; business administration; office functions. |
| US Class Codes | 100, 101, 102 |
| Class Status Code | 6 - Active |
| Class Status Date | Tuesday, May 28, 2013 |
| Primary Code | 035 |
| First Use Anywhere Date | Tuesday, September 10, 2013 |
| First Use In Commerce Date | Tuesday, September 10, 2013 |
| 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 | Tuesday, May 28, 2013 |
| Primary Code | 036 |
| First Use Anywhere Date | Friday, May 3, 2013 |
| First Use In Commerce Date | Friday, May 3, 2013 |
| Party Name | CAPFINANCIAL PARTNERS, LLC |
| Party Type | 31 - New Owner After Registration |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | RALEIGH, NC 27609 |
| Party Name | Covenant Multi-Family Offices, LLC |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | San Antonio, TX 78258 |
| Party Name | Covenant Multi-Family Offices, LLC |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | San Antonio, TX 78258 |
| Party Name | Covenant Multi-Family Offices, LLC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | San Antonio, TX 78258 |
| Event Date | Event Description |
| Saturday, April 29, 2023 | COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED |
| Wednesday, September 22, 2021 | AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP |
| Tuesday, October 22, 2019 | NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED |
| Tuesday, October 22, 2019 | REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK. |
| Tuesday, October 22, 2019 | CASE ASSIGNED TO POST REGISTRATION PARALEGAL |
| Tuesday, September 24, 2019 | TEAS SECTION 8 & 15 RECEIVED |
| Monday, April 29, 2019 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED |
| Tuesday, April 29, 2014 | REGISTERED-PRINCIPAL REGISTER |
| Tuesday, March 25, 2014 | NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED |
| Monday, March 24, 2014 | LAW OFFICE REGISTRATION REVIEW COMPLETED |
| Monday, March 24, 2014 | ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED |
| Monday, March 24, 2014 | STATEMENT OF USE PROCESSING COMPLETE |
| Tuesday, February 18, 2014 | USE AMENDMENT FILED |
| Friday, March 21, 2014 | CASE ASSIGNED TO INTENT TO USE PARALEGAL |
| Tuesday, February 18, 2014 | TEAS STATEMENT OF USE RECEIVED |
| Tuesday, December 24, 2013 | NOA E-MAILED - SOU REQUIRED FROM APPLICANT |
| Tuesday, October 29, 2013 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, October 29, 2013 | PUBLISHED FOR OPPOSITION |
| Wednesday, October 9, 2013 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Saturday, September 21, 2013 | LAW OFFICE PUBLICATION REVIEW COMPLETED |
| Friday, September 20, 2013 | ASSIGNED TO LIE |
| Tuesday, September 10, 2013 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Monday, September 9, 2013 | EXAMINER'S AMENDMENT ENTERED |
| Monday, September 9, 2013 | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED |
| Monday, September 9, 2013 | EXAMINERS AMENDMENT E-MAILED |
| Monday, September 9, 2013 | EXAMINERS AMENDMENT -WRITTEN |
| Wednesday, September 4, 2013 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Wednesday, September 4, 2013 | NON-FINAL ACTION E-MAILED |
| Wednesday, September 4, 2013 | NON-FINAL ACTION WRITTEN |
| Wednesday, September 4, 2013 | ASSIGNED TO EXAMINER |
| Tuesday, May 28, 2013 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Monday, May 20, 2013 | NEW APPLICATION ENTERED |