| Serial Number | 88620420 |
| Word Mark | MAIN STREET VALUES. WALL STREET EXPERIENCE. |
| Filing Date | Tuesday, September 17, 2019 |
| Status | 700 - REGISTERED |
| Status Date | Tuesday, August 4, 2020 |
| Registration Number | 6116741 |
| Registration Date | Tuesday, August 4, 2020 |
| Mark Drawing | 4000 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | Tuesday, May 19, 2020 |
| Goods and Services | Estate management, namely, assistance in the gathering and organization of personal vital and financial records in conjunction with instructions for handling of such documents by others, including executors and attorneys, upon death or when otherwise necessary |
| Goods and Services | Estate trust management; Financial services, namely, a total portfolio offering for high net worth clients consisting of both separate accounts and mutual funds for equity and fixed income investments; Financial services, namely, estate settlement services; Financial services, namely, proprietary trading in commodities, securities, options, futures, equities and fixed income products in the United States and overseas market securities; Financial services, namely, wealth management services; Financial advice and consultancy services; Financial advisory and consultancy services; Financial consulting services in the field of planned giving for non-profit and charitable organizations; Financial custody services, namely, maintaining possession of financial assets for others for financial management purposes; Financial evaluation, tracking, analysis, forecasting, consultancy, advisory and research services relating to securities and other financial instruments; Financial information and advisory services; Financial planning services, namely, developing and managing charitable giving programs on behalf of wealthy individuals or families; Financial planning and investment advisory services; Financial portfolio analysis services; Investment management; Charitable foundation services, namely, providing financial assistance for programs and services of others; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; Financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; Providing financial services with respect to securities and other financial instruments and products, namely, trading of and investments in securities and financial instruments and products for others; Providing financial consultation services to credit union members; Real estate investment trust management services |
| Goods and Services | Conservatorship services, namely, managing the personal affairs or estate of a person who is deemed incapable due to reasons such as age or mental limitations |
| Pseudo Mark | MAIN STREET VALUES WALL STREET EXPERIENCE |
| International Class | 035 - Advertising; business management; business administration; office functions. |
| US Class Codes | 100, 101, 102 |
| Class Status Code | 6 - Active |
| Class Status Date | Tuesday, September 24, 2019 |
| Primary Code | 035 |
| First Use Anywhere Date | Tuesday, September 17, 2019 |
| First Use In Commerce Date | Tuesday, September 17, 2019 |
| 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, September 24, 2019 |
| Primary Code | 036 |
| First Use Anywhere Date | Tuesday, September 17, 2019 |
| First Use In Commerce Date | Tuesday, September 17, 2019 |
| International Class | 045 - Legal services; security services for the protection of property and individuals; personal and social services rendered by others to meet the needs of individuals. |
| US Class Codes | 100, 101 |
| Class Status Code | 6 - Active |
| Class Status Date | Tuesday, September 24, 2019 |
| Primary Code | 045 |
| First Use Anywhere Date | Tuesday, September 17, 2019 |
| First Use In Commerce Date | Tuesday, September 17, 2019 |
| Party Name | Members Trust Company |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 99 - Other |
| Address | Tampa, FL 33637 |
| Party Name | Members Trust Company |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 99 - Other |
| Address | Tampa, FL 33637 |
| Party Name | Members Trust Company |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 99 - Other |
| Address | Tampa, FL 33637 |
| Event Date | Event Description |
| Saturday, July 3, 2021 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
| Saturday, July 3, 2021 | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |
| Saturday, July 3, 2021 | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
| Tuesday, August 4, 2020 | REGISTERED-PRINCIPAL REGISTER |
| Tuesday, May 19, 2020 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, May 19, 2020 | PUBLISHED FOR OPPOSITION |
| Wednesday, April 29, 2020 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Monday, April 13, 2020 | ASSIGNED TO LIE |
| Monday, April 6, 2020 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Saturday, April 4, 2020 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Friday, April 3, 2020 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Friday, April 3, 2020 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Thursday, October 3, 2019 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Thursday, October 3, 2019 | NON-FINAL ACTION E-MAILED |
| Thursday, October 3, 2019 | NON-FINAL ACTION WRITTEN |
| Wednesday, October 2, 2019 | ASSIGNED TO EXAMINER |
| Tuesday, September 24, 2019 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED IN TRAM |
| Friday, September 20, 2019 | NEW APPLICATION ENTERED IN TRAM |