| Serial Number | 88569484 |
| Word Mark | LL FLAT FEE CIO CONCIERGE WEALTH MANAGEMENT |
| Filing Date | Wednesday, August 7, 2019 |
| Status | 700 - REGISTERED |
| Status Date | Tuesday, March 17, 2020 |
| Registration Number | 6012703 |
| Registration Date | Tuesday, March 17, 2020 |
| Mark Drawing | 3 - Illustration: Drawing or design which also includes word(s) / letter(s) / number(s) |
| Published for Opposition Date | Tuesday, December 31, 2019 |
| Description of Mark | The mark consists of a drawing of a quadrilateral formed from two "L" shapes to the left of the all caps phrases "FLAT FEE CIO" and "CONCIERGE WEALTH MANAGEMENT", with "FLAT FEE CIO" being displayed above and larger than "CONCIERGE WEALTH MANAGEMENT". |
| Goods and Services | Fiduciary services, namely, fiduciary representative services; Financial affairs and monetary affairs, namely, financial information, management and analysis services; Financial asset management; Financial consulting; Financial management; Financial planning; Financial planning and investment advisory services; Financial planning consultation; Financial planning for retirement; Financial portfolio analysis services; Financial portfolio management; Financial risk management; Financial risk management consultation; Financial services, namely, wealth management services; Information, advisory, consultancy and research services relating to finance and investments; Investment advisory services; Investment management |
| Indication of Colors claimed | Color is not claimed as a feature of the mark. |
| NOT AVAILABLE | "FLAT FEE CIO" AND "CONCIERGE WEALTH MANAGEMENT" |
| 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 | Friday, August 23, 2019 |
| Primary Code | 036 |
| First Use Anywhere Date | Tuesday, January 1, 2019 |
| First Use In Commerce Date | Tuesday, January 1, 2019 |
| Party Name | FlatFeeCIO LLC |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Greenville, NC 27858 |
| Party Name | FlatFeeCIO LLC |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Greenville, NC 27858 |
| Party Name | FlatFeeCIO LLC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Greenville, NC 27858 |
| Event Date | Event Description |
| Wednesday, November 6, 2019 | ASSIGNED TO EXAMINER |
| Saturday, August 10, 2019 | NEW APPLICATION ENTERED |
| Friday, August 23, 2019 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Saturday, August 24, 2019 | NOTICE OF DESIGN SEARCH CODE E-MAILED |
| Monday, November 11, 2019 | NON-FINAL ACTION WRITTEN |
| Monday, November 11, 2019 | NON-FINAL ACTION E-MAILED |
| Monday, November 11, 2019 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Wednesday, November 20, 2019 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Monday, November 11, 2019 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Friday, November 15, 2019 | ASSIGNED TO LIE |
| Wednesday, November 20, 2019 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Wednesday, November 20, 2019 | EXAMINERS AMENDMENT -WRITTEN |
| Wednesday, November 20, 2019 | EXAMINERS AMENDMENT E-MAILED |
| Wednesday, November 20, 2019 | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED |
| Wednesday, November 20, 2019 | EXAMINER'S AMENDMENT ENTERED |
| Wednesday, November 20, 2019 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Wednesday, December 11, 2019 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Tuesday, December 31, 2019 | PUBLISHED FOR OPPOSITION |
| Tuesday, December 31, 2019 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, March 17, 2020 | REGISTERED-PRINCIPAL REGISTER |
| Monday, February 7, 2022 | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |
| Friday, January 7, 2022 | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
| Friday, January 7, 2022 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
| Friday, January 7, 2022 | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |
| Friday, January 7, 2022 | TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS |
| Monday, February 7, 2022 | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
| Monday, February 7, 2022 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
| Monday, March 17, 2025 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED |