| Serial Number | 97905475 |
| Word Mark | LIVING BENEFIT ESTATE PLAN |
| Filing Date | Tuesday, April 25, 2023 |
| Status | 645 - FINAL REFUSAL - MAILED |
| Status Date | Tuesday, June 25, 2024 |
| Registration Number | 0000000 |
| Registration Date | NOT AVAILABLE |
| Mark Drawing | 4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | NOT AVAILABLE |
| Goods and Services | Financial and investment services, namely, private wealth management; financial and investment services, namely, estate planning services; financial and investment services, namely, investment advising services; financial and investment services, namely, financial modeling services; financial and investment services, namely, wealth planning with insurance policies |
| NOT AVAILABLE | ESTATE PLAN |
| Goods and Services | Software as a service (SaaS) services featuring software for financial planning and private wealth management; software as a service (SaaS) services featuring software for estate planning; software as a service (SaaS) services featuring software for investment advising services; software as a service (SaaS) services featuring an online, non-downloadable dashboard for financial modeling and projections |
| 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 2, 2023 |
| Primary Code | 036 |
| First Use Anywhere Date | Wednesday, December 21, 2022 |
| First Use In Commerce Date | Wednesday, December 21, 2022 |
| 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 | Tuesday, May 2, 2023 |
| Primary Code | 042 |
| First Use Anywhere Date | Wednesday, December 21, 2022 |
| First Use In Commerce Date | Wednesday, December 21, 2022 |
| Party Name | Providence Wealth Systems, Inc. |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 03 - Corporation |
| Address | Smyrna, GA 30080 |
| Event Date | Event Description |
| Monday, January 29, 2024 | NON-FINAL ACTION WRITTEN |
| Friday, April 28, 2023 | NEW APPLICATION ENTERED |
| Tuesday, May 2, 2023 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Tuesday, January 23, 2024 | ASSIGNED TO EXAMINER |
| Monday, January 29, 2024 | NON-FINAL ACTION E-MAILED |
| Monday, January 29, 2024 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Friday, April 26, 2024 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Friday, April 26, 2024 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Friday, April 26, 2024 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Tuesday, June 25, 2024 | FINAL REFUSAL WRITTEN |
| Friday, September 20, 2024 | AMENDMENT TO USE PROCESSING COMPLETE |
| Friday, September 20, 2024 | USE AMENDMENT FILED |
| Monday, September 23, 2024 | TEAS REQUEST FOR RECONSIDERATION RECEIVED |
| Friday, September 20, 2024 | TEAS AMENDMENT OF USE RECEIVED |
| Tuesday, June 25, 2024 | FINAL REFUSAL E-MAILED |
| Tuesday, June 25, 2024 | NOTIFICATION OF FINAL REFUSAL EMAILED |