| Serial Number | 87462467 |
| Word Mark | M THE MILESTONE GROUP WEALTH THROUGH DISCIPLINE |
| Filing Date | Wednesday, May 24, 2017 |
| Status | 710 - CANCELLED - SECTION 8 |
| Status Date | Friday, February 21, 2025 |
| Registration Number | 5536853 |
| Registration Date | Tuesday, August 7, 2018 |
| Mark Drawing | 3 - Illustration: Drawing or design which also includes word(s) / letter(s) / number(s) |
| Published for Opposition Date | Tuesday, October 17, 2017 |
| Description of Mark | The mark consists of a stylized "M" consisting of three vertical bars of increasing height and having inclined top edges, the stylized "M" beside the stylized wording "THE MILESTONE GROUP," and the stylized wording "WEALTH THROUGH DISCIPLINE" below "THE MILESTONE GROUP". |
| Goods and Services | Financial planning; Financial research; Financial services, namely, wealth management services; Investment advisory services; Investment consultation |
| Indication of Colors claimed | Color is not claimed as a feature of the mark. |
| NOT AVAILABLE | "GROUP" |
| International Class | 036 - Insurance; financial affairs; monetary affairs; real estate affairs. |
| US Class Codes | 100, 101, 102 |
| Class Status Code | 2 - Sec. 8 - Entire Registration |
| Class Status Date | Friday, February 21, 2025 |
| Primary Code | 036 |
| First Use Anywhere Date | Wednesday, January 31, 2018 |
| First Use In Commerce Date | Wednesday, January 31, 2018 |
| Party Name | BOK FINANCIAL PRIVATE WEALTH, INC. |
| Party Type | 31 - New Owner After Registration |
| Legal Entity Type | 03 - Corporation |
| Address | DENVER, CO 80202 |
| Party Name | BOK Financial Corporation |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 03 - Corporation |
| Address | Tulsa, OK 74192 |
| Party Name | BOK Financial Corporation |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 03 - Corporation |
| Address | Tulsa, OK 74192 |
| Party Name | BOK Financial Corporation |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 03 - Corporation |
| Address | Tulsa, OK 74192 |
| Event Date | Event Description |
| Thursday, August 24, 2017 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Saturday, May 27, 2017 | NEW APPLICATION ENTERED |
| Thursday, June 1, 2017 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Friday, June 2, 2017 | NOTICE OF DESIGN SEARCH CODE E-MAILED |
| Wednesday, August 23, 2017 | ASSIGNED TO EXAMINER |
| Thursday, August 24, 2017 | EXAMINERS AMENDMENT -WRITTEN |
| Thursday, August 24, 2017 | EXAMINERS AMENDMENT E-MAILED |
| Thursday, August 24, 2017 | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED |
| Thursday, August 24, 2017 | EXAMINER'S AMENDMENT ENTERED |
| Wednesday, September 27, 2017 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Monday, June 11, 2018 | TEAS STATEMENT OF USE RECEIVED |
| Monday, June 11, 2018 | USE AMENDMENT FILED |
| Friday, June 29, 2018 | CASE ASSIGNED TO INTENT TO USE PARALEGAL |
| Friday, June 29, 2018 | STATEMENT OF USE PROCESSING COMPLETE |
| Monday, September 11, 2017 | ASSIGNED TO LIE |
| Thursday, September 14, 2017 | LAW OFFICE PUBLICATION REVIEW COMPLETED |
| Tuesday, October 17, 2017 | PUBLISHED FOR OPPOSITION |
| Tuesday, October 17, 2017 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, December 12, 2017 | NOA E-MAILED - SOU REQUIRED FROM APPLICANT |
| Wednesday, July 4, 2018 | NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED |
| Tuesday, August 7, 2018 | REGISTERED-PRINCIPAL REGISTER |
| Friday, February 21, 2025 | CANCELLED SEC. 8 (6-YR) |
| Wednesday, January 3, 2024 | AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP |
| Tuesday, July 3, 2018 | ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED |
| Monday, August 7, 2023 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED |