| Serial Number | 88808734 |
| Word Mark | M M FINANCIAL GROUP |
| Filing Date | Monday, February 24, 2020 |
| Status | 700 - REGISTERED |
| Status Date | Tuesday, September 14, 2021 |
| Registration Number | 6487210 |
| Registration Date | Tuesday, September 14, 2021 |
| Mark Drawing | 3000 - Illustration: Drawing or design which also includes word(s) / letter(s) / number(s) |
| Published for Opposition Date | Tuesday, October 20, 2020 |
| Indication of Colors claimed | Color is not claimed as a feature of the mark. |
| Disclaimer with Predetermined Text | "FINANCIAL GROUP" |
| Description of Mark | The mark consists of stylized letter "M" beneath a horizontal line. The letter and line appear in white on a black square background with one curved corner. Below the square are the words "M FINANCIAL GROUP". |
| Goods and Services | Life insurance marketing services for others; life insurance promotional services for others, namely, promoting the life insurance services of others; Employment recruiting services in the field of insurance and financial services; insurance product development services, namely, designing in the nature of preparation for others of customized promotional materials distributed in connection with life, disability, and long-term care insurance policies |
| Goods and Services | Insurance and financial consulting services in the field of development of funding mechanisms to finance nonqualified benefit plans, deferred compensation plans, and executive compensation plans; Financial investment in the field of insurance; Investment advisory services; Financial and financial investment information, financial risk and investment risk assessment, financial planning and financial management services provided by electronic means; Insurance services, namely, underwriting, issuing and administration of life insurance, disability and long term care insurance, and annuities; Underwriting, issuing, and administration of life and health non-commercial reinsurance, namely, reinsurance agreements with insurance companies that have marketing agreements with a particular entity with respect to policies sold by that entity's affiliated individuals; Insurance actuarial services; Insurance product development services, namely, designing for others life, disability, and long-term care insurance policies; Financial services, namely, planning and providing nonqualified employee benefit plans, deferred employee compensation plans, and executive employee compensation plans, all concerning insurance and finance; financial administration of deferred employee compensation plans; Third-party financial administration of deferred compensation plans; Financial services, namely, providing financial and investment information, financial and investment management, financial and investment advice, financial and investment analysis and investment portfolio management; Financial information services, namely, providing information pertaining to indices of financial and investment instruments and rules for such indices; Financial services, namely, investment fund transfer and transaction services and mutual fund brokerage and investment services; Broker dealer services in the fields of securities, variable life insurance, and variable annuities |
| Goods and Services | Providing on-line newsletters in the field of financial investments; Training services in the field of insurance and financial services |
| Goods and Services | Insurance product development services, namely, graphic design for others of promotional materials distributed in connection with life, disability, and long-term care insurance policies |
| International Class | 035 - Advertising; business management; business administration; office functions. |
| US Class Codes | 100, 101, 102 |
| Class Status Code | 6 - Active |
| Class Status Date | Thursday, February 27, 2020 |
| Primary Code | 035 |
| First Use Anywhere Date | Saturday, October 31, 2020 |
| First Use In Commerce Date | Saturday, October 31, 2020 |
| 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 | Thursday, February 27, 2020 |
| Primary Code | 036 |
| First Use Anywhere Date | Saturday, October 31, 2020 |
| First Use In Commerce Date | Saturday, October 31, 2020 |
| 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 | Thursday, February 27, 2020 |
| Primary Code | 041 |
| First Use Anywhere Date | Saturday, October 31, 2020 |
| First Use In Commerce Date | Saturday, October 31, 2020 |
| 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 | Wednesday, August 19, 2020 |
| Primary Code | 042 |
| First Use Anywhere Date | Saturday, October 31, 2020 |
| First Use In Commerce Date | Saturday, October 31, 2020 |
| 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 |
| Tuesday, September 14, 2021 | REGISTERED-PRINCIPAL REGISTER |
| Thursday, August 12, 2021 | NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED |
| Wednesday, August 11, 2021 | ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED |
| Monday, July 12, 2021 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Monday, July 12, 2021 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Friday, July 9, 2021 | ASSIGNED TO LIE |
| Wednesday, May 26, 2021 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Monday, May 17, 2021 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Monday, May 17, 2021 | NON-FINAL ACTION E-MAILED |
| Monday, May 17, 2021 | SU - NON-FINAL ACTION - WRITTEN |
| Tuesday, April 20, 2021 | STATEMENT OF USE PROCESSING COMPLETE |
| Tuesday, April 6, 2021 | USE AMENDMENT FILED |
| Tuesday, April 20, 2021 | CASE ASSIGNED TO INTENT TO USE PARALEGAL |
| Tuesday, April 6, 2021 | TEAS STATEMENT OF USE RECEIVED |
| Tuesday, December 15, 2020 | NOA E-MAILED - SOU REQUIRED FROM APPLICANT |
| Tuesday, October 20, 2020 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, October 20, 2020 | PUBLISHED FOR OPPOSITION |
| Wednesday, September 30, 2020 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Monday, September 14, 2020 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Monday, September 14, 2020 | EXAMINER'S AMENDMENT ENTERED |
| Monday, September 14, 2020 | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED |
| Monday, September 14, 2020 | EXAMINERS AMENDMENT E-MAILED |
| Monday, September 14, 2020 | EXAMINERS AMENDMENT -WRITTEN |
| Thursday, September 10, 2020 | PREVIOUS ALLOWANCE COUNT WITHDRAWN |
| Tuesday, September 1, 2020 | WITHDRAWN FROM PUB - OG REVIEW QUERY |
| Wednesday, August 19, 2020 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Wednesday, August 19, 2020 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Tuesday, August 18, 2020 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Tuesday, August 18, 2020 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Friday, May 15, 2020 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Friday, May 15, 2020 | NON-FINAL ACTION E-MAILED |
| Friday, May 15, 2020 | NON-FINAL ACTION WRITTEN |
| Tuesday, May 12, 2020 | ASSIGNED TO EXAMINER |
| Friday, February 28, 2020 | NOTICE OF DESIGN SEARCH CODE E-MAILED |
| Thursday, February 27, 2020 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED IN TRAM |
| Thursday, February 27, 2020 | NEW APPLICATION ENTERED IN TRAM |