| Serial Number | 88154800 |
| Word Mark | LIVE OAK PRIVATE WEALTH |
| Filing Date | Monday, October 15, 2018 |
| Status | 702 - SECTION 8 & 15 - ACCEPTED AND ACKNOWLEDGED |
| Status Date | Wednesday, November 12, 2025 |
| Registration Number | 5892848 |
| Registration Date | Tuesday, October 22, 2019 |
| Mark Drawing | 4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | Tuesday, May 28, 2019 |
| Goods and Services | Providing on-line, non-downloadable, interactive software for managing investments for use in the financial field by investment advisors; Providing temporary use of online non-downloadable software and applications for use in the field of personal finance, investments and accounting; Providing temporary use of online non-downloadable software and applications for use in accessing bank and deposit account, credit card account and other financial account information; Providing temporary use of online non-downloadable software and applications for use in budgeting, managing money, and recording and tracking financial transactions; Providing temporary use of online non-downloadable software and applications for use in configuring and receiving alert messages regarding account balances and transactions; Providing temporary use of online non-downloadable software and applications for use in banking, bill payment and electronic payment applications; Providing temporary use of online non-downloadable software and applications for use in financial planning and management, investments, and retirement planning and related applications; Providing temporary use of online non-downloadable software and applications for use in tax planning and tax-related applications; Enabling computer software and application hosting services, namely, hosting software programs and applications for use in managing, organizing, and sharing financial and investment data on a global computer network; Providing temporary use of non-downloadable computer software and applications for performing queries and transactions, and for storing, modifying, transmitting and receiving information and data in the fields of personal finance, accounting, banking, bill payment, financial planning, retirement planning, investments and tax planning, all via computer and communication networks |
| Goods and Services | Financial services, namely, wealth management services; Financial advisory and consultancy services, namely, consulting for financial planners, financial advisors and financial asset managers; Investment advice and brokerage services in the field of securities and annuities; Financial and investment services, namely, asset and investment acquisition and development, consultation and advisory services; Investment management and advisory services, all provided to financial planners, financial advisors and financial asset managers; Financial services, namely, wealth management services provided to financial planners, financial advisors and financial asset managers to assist individuals in making financial decisions; Providing information in the field of financial planning, investment management and wealth management to planners to financial planners, financial advisors and financial asset managers to assist individuals in making financial and investment decisions |
| NOT AVAILABLE | "PRIVATE WEALTH" |
| 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, February 19, 2019 |
| Primary Code | 036 |
| First Use Anywhere Date | Monday, September 4, 2017 |
| First Use In Commerce Date | Monday, September 4, 2017 |
| International Class | 042 - Scientific and technological services and research and design relating thereto; industrial analysis and research services; design and development of computer hardware and software. |
| US Class Codes | 100, 101 |
| Class Status Code | 6 - Active |
| Class Status Date | Thursday, October 25, 2018 |
| Primary Code | 042 |
| First Use Anywhere Date | Monday, September 4, 2017 |
| First Use In Commerce Date | Monday, September 4, 2017 |
| Party Name | Live Oak Private Wealth, LLC |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Wilmington, NC 28403 |
| Party Name | Live Oak Private Wealth, LLC |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Wilmington, NC 28403 |
| Party Name | Live Oak Private Wealth, LLC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Wilmington, NC 28403 |
| Event Date | Event Description |
| Thursday, October 18, 2018 | NEW APPLICATION ENTERED |
| Thursday, October 25, 2018 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Thursday, January 24, 2019 | ASSIGNED TO EXAMINER |
| Friday, January 25, 2019 | NON-FINAL ACTION WRITTEN |
| Friday, January 25, 2019 | NON-FINAL ACTION E-MAILED |
| Friday, January 25, 2019 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Tuesday, February 19, 2019 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Tuesday, February 19, 2019 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Tuesday, February 19, 2019 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Wednesday, February 20, 2019 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Monday, March 11, 2019 | ASSIGNED TO LIE |
| Tuesday, March 12, 2019 | LAW OFFICE PUBLICATION REVIEW COMPLETED |
| Tuesday, March 26, 2019 | WITHDRAWN FROM PUB - OG REVIEW QUERY |
| Monday, April 1, 2019 | PREVIOUS ALLOWANCE COUNT WITHDRAWN |
| Tuesday, April 2, 2019 | NON-FINAL ACTION WRITTEN |
| Tuesday, April 2, 2019 | NON-FINAL ACTION E-MAILED |
| Tuesday, April 2, 2019 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Friday, April 12, 2019 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Friday, April 12, 2019 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Friday, April 12, 2019 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Tuesday, April 23, 2019 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Tuesday, April 23, 2019 | LAW OFFICE PUBLICATION REVIEW COMPLETED |
| Wednesday, May 8, 2019 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Tuesday, May 28, 2019 | PUBLISHED FOR OPPOSITION |
| Tuesday, May 28, 2019 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, July 23, 2019 | NOA E-MAILED - SOU REQUIRED FROM APPLICANT |
| Thursday, August 22, 2019 | TEAS STATEMENT OF USE RECEIVED |
| Wednesday, September 18, 2019 | CASE ASSIGNED TO INTENT TO USE PARALEGAL |
| Thursday, August 22, 2019 | USE AMENDMENT FILED |
| Wednesday, September 18, 2019 | STATEMENT OF USE PROCESSING COMPLETE |
| Thursday, September 19, 2019 | ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED |
| Friday, September 20, 2019 | NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED |
| Tuesday, October 22, 2019 | REGISTERED-PRINCIPAL REGISTER |
| Tuesday, October 22, 2024 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED |
| Wednesday, July 16, 2025 | TEAS SECTION 8 & 15 RECEIVED |
| Thursday, November 6, 2025 | CASE ASSIGNED TO POST REGISTRATION PARALEGAL |
| Wednesday, November 12, 2025 | REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK. |
| Wednesday, November 12, 2025 | NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED |