| Serial Number | 78527836 |
| Word Mark | M FINANCIAL WEALTH MANAGEMENT |
| Filing Date | Monday, December 6, 2004 |
| Status | 800 - REGISTERED AND RENEWED |
| Status Date | Wednesday, May 3, 2017 |
| Registration Number | 3336020 |
| Registration Date | Tuesday, November 13, 2007 |
| Mark Drawing | 3000 - Illustration: Drawing or design which also includes word(s) / letter(s) / number(s) |
| Published for Opposition Date | Tuesday, March 21, 2006 |
| Indication of Colors claimed | Color is not claimed as a feature of the mark. |
| Disclaimer with Predetermined Text | "FINANCIAL WEALTH MANAGEMENT" |
| Description of Mark | The mark consists of a stylized letter "M" beneath two lines which escalate in size, which is above a line extending from the left side of the stylized "M" to the right which covers the wording "M FINANCIAL WEALTH MANAGEMENT." |
| Goods and Services | computer software for analyzing financial and investment information and for managing financial and investment information and portfolios |
| Goods and Services | printed publications; namely, newsletters regarding financial investments, and financial investments reports |
| Goods and Services | financial services, namely, providing financial and investment information, financial and investment management, financial and investment advice and financial and investment analysis; financial information services, namely, providing information pertaining to indices of financial and investment instruments and rules for such indices; financial and investment information, financial and investment assessment, planning and management services provided by electronic means; financial services, namely, investment fund transfer and transaction services |
| Goods and Services | providing on-line newsletters in the field of financial investments |
| 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 | Wednesday, December 15, 2004 |
| Primary Code | 009 |
| First Use Anywhere Date | Wednesday, May 31, 2006 |
| First Use In Commerce Date | Wednesday, May 31, 2006 |
| 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 | Wednesday, December 15, 2004 |
| Primary Code | 016 |
| First Use Anywhere Date | Wednesday, February 28, 2007 |
| First Use In Commerce Date | Wednesday, February 28, 2007 |
| 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 | Wednesday, December 15, 2004 |
| Primary Code | 036 |
| First Use Anywhere Date | Sunday, April 30, 2006 |
| First Use In Commerce Date | Sunday, April 30, 2006 |
| 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 | Friday, January 27, 2006 |
| Primary Code | 041 |
| First Use Anywhere Date | Wednesday, February 28, 2007 |
| First Use In Commerce Date | Wednesday, February 28, 2007 |
| Party Name | M Financial Holdings Incorporated |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 03 - Corporation |
| Address | Portland, OR 97209 |
| Party Name | M Financial Holdings Incorporated |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 03 - Corporation |
| Address | Portland, OR 97209 |
| Party Name | M Financial Holdings Incorporated |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 03 - Corporation |
| Address | Portland, OR 97209 |
| Event Date | Event Description |
| Thursday, August 22, 2019 | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |
| Thursday, August 22, 2019 | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
| Wednesday, May 3, 2017 | NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED |
| Wednesday, May 3, 2017 | REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS) |
| Wednesday, May 3, 2017 | REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED |
| Wednesday, May 3, 2017 | CASE ASSIGNED TO POST REGISTRATION PARALEGAL |
| Thursday, March 9, 2017 | TEAS SECTION 8 & 9 RECEIVED |
| Sunday, November 13, 2016 | COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED |
| Monday, December 15, 2014 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
| Thursday, August 8, 2013 | NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED |
| Thursday, August 8, 2013 | REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK. |
| Thursday, August 8, 2013 | CASE ASSIGNED TO POST REGISTRATION PARALEGAL |
| Thursday, July 25, 2013 | TEAS SECTION 8 & 15 RECEIVED |
| Tuesday, November 13, 2007 | REGISTERED-PRINCIPAL REGISTER |
| Wednesday, October 10, 2007 | LAW OFFICE REGISTRATION REVIEW COMPLETED |
| Wednesday, October 10, 2007 | ASSIGNED TO LIE |
| Tuesday, September 11, 2007 | ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED |
| Tuesday, July 31, 2007 | STATEMENT OF USE PROCESSING COMPLETE |
| Tuesday, May 8, 2007 | USE AMENDMENT FILED |
| Tuesday, May 8, 2007 | TEAS STATEMENT OF USE RECEIVED |
| Wednesday, November 29, 2006 | EXTENSION 1 GRANTED |
| Wednesday, November 29, 2006 | EXTENSION 1 FILED |
| Wednesday, November 29, 2006 | TEAS EXTENSION RECEIVED |
| Tuesday, June 13, 2006 | NOA MAILED - SOU REQUIRED FROM APPLICANT |
| Tuesday, March 21, 2006 | PUBLISHED FOR OPPOSITION |
| Wednesday, March 1, 2006 | NOTICE OF PUBLICATION |
| Tuesday, February 7, 2006 | LAW OFFICE PUBLICATION REVIEW COMPLETED |
| Friday, February 3, 2006 | ASSIGNED TO LIE |
| Tuesday, January 31, 2006 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Friday, January 27, 2006 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Thursday, January 19, 2006 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Monday, January 23, 2006 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Wednesday, January 11, 2006 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Thursday, January 19, 2006 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Wednesday, January 11, 2006 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Monday, July 11, 2005 | NON-FINAL ACTION E-MAILED |
| Monday, July 11, 2005 | NON-FINAL ACTION WRITTEN |
| Monday, July 11, 2005 | ASSIGNED TO EXAMINER |
| Wednesday, December 15, 2004 | NEW APPLICATION ENTERED IN TRAM |