| Serial Number | 98300325 |
| Word Mark | LNW PERSONAL WEALTH ADVISORY BY LAIRD NORTON WETHERBY |
| Filing Date | Tuesday, December 5, 2023 |
| Status | 700 - REGISTERED |
| Status Date | Tuesday, July 1, 2025 |
| Registration Number | 7853138 |
| Registration Date | Tuesday, July 1, 2025 |
| Mark Drawing | 3 - Illustration: Drawing or design which also includes word(s) / letter(s) / number(s) |
| Published for Opposition Date | Tuesday, July 9, 2024 |
| Goods and Services | educational services, namely, providing classes, seminars including webinars, and workshops in the fields of finances, financial planning, trusts, foundations, nonprofit organizations, trust services, estate planning, investment planning, investment management, investments, philanthropy, tax, tax planning, risk management, financial asset management, impact investing, and wealth management |
| Description of Mark | The mark consists of "LNW", in bold letters, with the "N" between "L" and "W" in a raised position and a caret positioned under the "N", and with the words "PERSONAL WEALTH ADVISORY BY" stacked above the words "Laird Norton Wetherby", in bold letters, positioned below "LNW". |
| Goods and Services | downloadable electronic publications, namely, reports and informational and educational materials in the nature of white papers, brochures, and informational sheets in the fields of finances, financial planning, trusts, foundations, nonprofit organizations, trust services, estate planning, investment planning, investment management, investments, philanthropy, tax, tax planning, risk management, financial asset management, impact investing, and wealth management |
| Goods and Services | printed publications, namely, reports and informational and educational materials in the nature of white papers, brochures, and informational sheets in the fields of finances, financial planning, trusts, foundations, nonprofit organizations, trust services, estate planning, investment planning, investment management, investments, philanthropy, tax, tax planning, risk management, financial asset management, impact investing, and wealth management |
| Goods and Services | financial services, namely, investment services, namely, asset allocation, cash flow management, investment consultation, and investment management services; financial services, namely, trust and estate administration services and estate planning consultation; financial services, namely, risk management consultation; financial services, namely, financial asset management; financial services, namely, impact investing services for others for investments made with the intention to generate positive, measurable social and environmental impact alongside a financial return; financial planning and investment advisory services; financial services, namely, wealth management services |
| Indication of Colors claimed | Color is not claimed as a feature of the mark. |
| NOT AVAILABLE | "PERSONAL WEALTH ADVISORY" |
| 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, December 5, 2023 |
| Primary Code | 009 |
| First Use Anywhere Date | Thursday, January 11, 2024 |
| First Use In Commerce Date | Thursday, January 11, 2024 |
| 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, December 5, 2023 |
| Primary Code | 016 |
| First Use Anywhere Date | Thursday, January 11, 2024 |
| First Use In Commerce Date | Thursday, January 11, 2024 |
| 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, December 5, 2023 |
| Primary Code | 036 |
| First Use Anywhere Date | Thursday, January 11, 2024 |
| First Use In Commerce Date | Thursday, January 11, 2024 |
| International Class | 041 - Education; providing of training; entertainment; sporting and cultural activities. |
| US Class Codes | 100, 101, 107 |
| Class Status Code | 6 - Active |
| Class Status Date | Tuesday, December 5, 2023 |
| Primary Code | 041 |
| First Use Anywhere Date | Thursday, January 11, 2024 |
| First Use In Commerce Date | Thursday, January 11, 2024 |
| Party Name | Laird Norton Company LLC |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Seattle, WA 98104 |
| Party Name | Laird Norton Company LLC |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Seattle, WA 98104 |
| Party Name | Laird Norton Company LLC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Seattle, WA 98104 |
| Event Date | Event Description |
| Friday, March 1, 2024 | NOTICE OF DESIGN SEARCH CODE E-MAILED |
| Tuesday, December 5, 2023 | NEW APPLICATION ENTERED |
| Friday, March 1, 2024 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Thursday, May 2, 2024 | ASSIGNED TO EXAMINER |
| Thursday, May 2, 2024 | EXAMINERS AMENDMENT -WRITTEN |
| Thursday, May 2, 2024 | EXAMINERS AMENDMENT E-MAILED |
| Thursday, May 2, 2024 | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED |
| Thursday, May 2, 2024 | EXAMINER'S AMENDMENT ENTERED |
| Friday, May 3, 2024 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Wednesday, June 19, 2024 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Tuesday, June 4, 2024 | ATTORNEY REVIEW COMPLETED |
| Tuesday, June 4, 2024 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Tuesday, September 3, 2024 | NOA E-MAILED - SOU REQUIRED FROM APPLICANT |
| Tuesday, July 9, 2024 | PUBLISHED FOR OPPOSITION |
| Tuesday, July 9, 2024 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Thursday, May 15, 2025 | STATEMENT OF USE PROCESSING COMPLETE |
| Friday, May 16, 2025 | CASE ASSIGNED TO INTENT TO USE PARALEGAL |
| Tuesday, February 25, 2025 | USE AMENDMENT FILED |
| Wednesday, February 26, 2025 | TEAS STATEMENT OF USE RECEIVED |
| Tuesday, July 1, 2025 | NOTICE OF REGISTRATION CONFIRMATION EMAILED |
| Wednesday, July 16, 2025 | NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED |
| Thursday, June 12, 2025 | ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED |
| Tuesday, July 1, 2025 | REGISTERED-PRINCIPAL REGISTER |