LYELL WEALTH MANAGEMENT Trademark

Trademark Overview

On Tuesday, April 5, 2016, a trademark application was filed for LYELL WEALTH MANAGEMENT with the United States Patent and Trademark Office. The USPTO has given the LYELL WEALTH MANAGEMENT trademark a serial number of 86965198. The federal status of this trademark filing is SECTION 8 & 15 - ACCEPTED AND ACKNOWLEDGED as of Friday, February 23, 2024. This trademark is owned by Lyell Wealth Management, LP. The LYELL WEALTH MANAGEMENT trademark is filed in the Insurance & Financial Services category with the following description:

Financial services, namely, wealth management; financial services, namely, investment management, investment advice, funds investment, investment consultation services; financial planning services, estate planning services, financial advisory and consulting services in the field of charitable giving; private and public equity investment management
lyell wealth management

General Information

Serial Number86965198
Word MarkLYELL WEALTH MANAGEMENT
Filing DateTuesday, April 5, 2016
Status702 - SECTION 8 & 15 - ACCEPTED AND ACKNOWLEDGED
Status DateFriday, February 23, 2024
Registration Number5302403
Registration DateTuesday, October 3, 2017
Mark Drawing3000 - Illustration: Drawing or design which also includes word(s) / letter(s) / number(s)
Published for Opposition DateTuesday, January 17, 2017

Trademark Statements

Description of MarkThe mark consists of a design of mountains with a horizontal line beneath. Below the horizontal line and to the left, appears the word "LYELL" in larger font. To the right of this wording appears the wording "WEALTH MANAGEMENT" in smaller font and stacked vertically.
Goods and ServicesFinancial services, namely, wealth management; financial services, namely, investment management, investment advice, funds investment, investment consultation services; financial planning services, estate planning services, financial advisory and consulting services in the field of charitable giving; private and public equity investment management
Indication of Colors claimedColor is not claimed as a feature of the mark.
Disclaimer with Predetermined Text"WEALTH MANAGEMENT"

Classification Information

International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateMonday, April 11, 2016
Primary Code036
First Use Anywhere DateFriday, May 20, 2016
First Use In Commerce DateFriday, May 20, 2016

Trademark Owner History

Party NameLyell Wealth Management, LP
Party Type30 - Original Registrant
Legal Entity Type13 - Limited Partnership
AddressMenlo Park, CA 94025
Party NameLyell Wealth Management, LP
Party Type20 - Owner at Publication
Legal Entity Type13 - Limited Partnership
AddressMenlo Park, CA 94025
Party NameLyell Wealth Management, LP
Party Type10 - Original Applicant
Legal Entity Type13 - Limited Partnership
AddressMenlo Park, CA 94025

Trademark Events

Event DateEvent Description
Friday, February 23, 2024NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
Friday, February 23, 2024REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
Friday, February 23, 2024CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Thursday, September 7, 2023TEAS SECTION 8 & 15 RECEIVED
Saturday, June 17, 2023TEAS CHANGE OF CORRESPONDENCE RECEIVED
Saturday, June 17, 2023ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Saturday, June 17, 2023TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Monday, October 3, 2022COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
Sunday, August 2, 2020APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
Sunday, August 2, 2020TEAS CHANGE OF CORRESPONDENCE RECEIVED
Sunday, August 2, 2020ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Sunday, August 2, 2020TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Sunday, August 2, 2020TEAS CHANGE OF OWNER ADDRESS RECEIVED
Sunday, June 21, 2020APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
Sunday, June 21, 2020TEAS CHANGE OF CORRESPONDENCE RECEIVED
Sunday, June 21, 2020ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Sunday, June 21, 2020TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Sunday, June 21, 2020TEAS CHANGE OF OWNER ADDRESS RECEIVED
Thursday, October 26, 2017ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Thursday, October 26, 2017TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Tuesday, October 3, 2017REGISTERED-PRINCIPAL REGISTER
Thursday, August 31, 2017NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
Wednesday, August 30, 2017ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
Tuesday, August 22, 2017STATEMENT OF USE PROCESSING COMPLETE
Monday, July 31, 2017USE AMENDMENT FILED
Monday, August 21, 2017CASE ASSIGNED TO INTENT TO USE PARALEGAL
Monday, July 31, 2017TEAS STATEMENT OF USE RECEIVED
Tuesday, March 14, 2017NOA E-MAILED - SOU REQUIRED FROM APPLICANT
Tuesday, January 17, 2017OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Tuesday, January 17, 2017PUBLISHED FOR OPPOSITION
Wednesday, December 28, 2016NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Tuesday, December 6, 2016APPROVED FOR PUB - PRINCIPAL REGISTER
Tuesday, December 6, 2016EXAMINER'S AMENDMENT ENTERED
Tuesday, December 6, 2016NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
Tuesday, December 6, 2016EXAMINERS AMENDMENT E-MAILED
Tuesday, December 6, 2016EXAMINERS AMENDMENT -WRITTEN
Monday, December 5, 2016PREVIOUS ALLOWANCE COUNT WITHDRAWN
Tuesday, November 22, 2016WITHDRAWN FROM PUB - OG REVIEW QUERY
Tuesday, November 1, 2016APPROVED FOR PUB - PRINCIPAL REGISTER
Tuesday, November 1, 2016TEAS/EMAIL CORRESPONDENCE ENTERED
Monday, October 31, 2016CORRESPONDENCE RECEIVED IN LAW OFFICE
Monday, October 31, 2016TEAS RESPONSE TO OFFICE ACTION RECEIVED
Monday, October 31, 2016NOTIFICATION OF PRIORITY ACTION E-MAILED
Monday, October 31, 2016PRIORITY ACTION E-MAILED
Monday, October 31, 2016PRIORITY ACTION WRITTEN
Thursday, October 27, 2016PREVIOUS ALLOWANCE COUNT WITHDRAWN
Tuesday, October 25, 2016WITHDRAWN FROM PUB - OG REVIEW QUERY
Tuesday, October 4, 2016APPROVED FOR PUB - PRINCIPAL REGISTER
Thursday, September 29, 2016TEAS/EMAIL CORRESPONDENCE ENTERED
Thursday, September 29, 2016CORRESPONDENCE RECEIVED IN LAW OFFICE
Thursday, September 29, 2016TEAS RESPONSE TO OFFICE ACTION RECEIVED
Wednesday, July 20, 2016NOTIFICATION OF NON-FINAL ACTION E-MAILED
Wednesday, July 20, 2016NON-FINAL ACTION E-MAILED
Wednesday, July 20, 2016NON-FINAL ACTION WRITTEN
Tuesday, July 19, 2016ASSIGNED TO EXAMINER
Tuesday, April 12, 2016NOTICE OF DESIGN SEARCH CODE E-MAILED
Monday, April 11, 2016NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Friday, April 8, 2016NEW APPLICATION ENTERED

Related Keywords

management wealth lyell services investment financial planning namely giving charitable private equity