| Serial Number | 87105044 |
| Word Mark | MCLEAN |
| Filing Date | Friday, July 15, 2016 |
| Status | 702 - SECTION 8 & 15 - ACCEPTED AND ACKNOWLEDGED |
| Status Date | Saturday, February 24, 2024 |
| Registration Number | 5164658 |
| Registration Date | Tuesday, March 21, 2017 |
| Mark Drawing | 3000 - Illustration: Drawing or design which also includes word(s) / letter(s) / number(s) |
| Published for Opposition Date | Tuesday, January 3, 2017 |
| Description of Mark | The mark consists of a stylized square design in orange and white with the word "MCLEAN" in a gray stylized font to the right of the square design. |
| Goods and Services | Downloadable educational course materials in the field of finance, retirement planning, investments, investing, saving for retirement, insurance, tax planning, and fiduciary responsibility; Downloadable podcasts in the field of finance, retirement planning, investments, investing, saving for retirement, insurance, tax planning, and fiduciary responsibility; Downloadable e-books in the field of finance, retirement planning, investments, investing, saving for retirement, insurance, tax planning, and fiduciary responsibility |
| In Another Form Statement | The mark was first used in commerce in a different form other than that sought to be registered at least as early as 06/09/2008 |
| In Another Form Statement | The mark was first used anywhere in a different form other than that sought to be registered at least as early as 06/09/2008 |
| In Another Form Statement | The mark was first used in commerce in a different form other than that sought to be registered at least as early as 06/09/2008 |
| Goods and Services | Advice relating to investments; Financial research; Financial research and information services; Financial analysis and research services; Financial evaluation, tracking, analysis, forecasting, consultancy, advisory and research services relating to securities and other financial instruments; Financial investment analysis and stock research; Investment advice; Investment advisory services; Investment consultancy; Investment consultation; Investment management; Investment of funds; Investment of funds for others; Advice relating to investments; Financial consulting services, namely, expert analysis in finance; Financial information provided by electronic means in the field of finance, retirement planning, investments, investing, saving for retirement, insurance, tax planning, and fiduciary responsibility; Financial planning and investment advisory services; Financial services, namely, wealth management services; 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; Information, advisory, consultancy and research services relating to finance and investments; Information, advisory, consultancy and research services relating to finance and investments; 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 information and research in the field of finance and financial investments; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement; Providing information in the field of finance; Providing information in the field of personal finance; Providing information, commentary and advice in the field of finance, financial investments and financial valuations |
| Section 2(f) Limitation Statement | As to: "MCLEAN" |
| Indication of Colors claimed | The color(s) orange, white and gray is/are claimed as a feature of the mark. |
| In Another Form Statement | The mark was first used anywhere in a different form other than that sought to be registered at least as early as 06/09/2008 |
| 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, July 20, 2016 |
| Primary Code | 009 |
| First Use Anywhere Date | Tuesday, September 1, 2015 |
| First Use In Commerce Date | Tuesday, September 1, 2015 |
| 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, July 20, 2016 |
| Primary Code | 036 |
| First Use Anywhere Date | Tuesday, September 1, 2015 |
| First Use In Commerce Date | Tuesday, September 1, 2015 |
| Party Name | McLean Asset Management Corporation |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 03 - Corporation |
| Address | Tysons, VA 22182 |
| Party Name | McLean Asset Management Corporation |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 03 - Corporation |
| Address | McLean, VA 22102 |
| Party Name | McLean Asset Management Corporation |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 03 - Corporation |
| Address | McLean, VA 22102 |
| Event Date | Event Description |
| Saturday, February 24, 2024 | NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED |
| Saturday, February 24, 2024 | REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK. |
| Friday, February 23, 2024 | TEAS RESPONSE TO OFFICE ACTION-POST REG RECEIVED |
| Friday, February 23, 2024 | POST REGISTRATION ACTION MAILED - SEC. 8 & 15 |
| Thursday, February 22, 2024 | TEAS RESPONSE TO OFFICE ACTION-POST REG RECEIVED |
| Tuesday, December 19, 2023 | PETITION TO DIRECTOR DISMISSED |
| Tuesday, December 19, 2023 | POST REGISTRATION ACTION MAILED - SEC. 8 & 15 |
| Thursday, November 30, 2023 | ASSIGNED TO PETITION STAFF |
| Wednesday, September 20, 2023 | TEAS PETITION TO DIRECTOR RECEIVED |
| Wednesday, September 20, 2023 | POST REGISTRATION ACTION MAILED - SEC. 8 & 15 |
| Tuesday, September 19, 2023 | TEAS RESPONSE TO OFFICE ACTION-POST REG RECEIVED |
| Tuesday, September 19, 2023 | POST REGISTRATION ACTION MAILED - SEC. 8 & 15 |
| Tuesday, September 19, 2023 | CASE ASSIGNED TO POST REGISTRATION PARALEGAL |
| Friday, March 17, 2023 | TEAS SECTION 8 & 15 RECEIVED |
| Monday, March 21, 2022 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED |
| Tuesday, March 21, 2017 | REGISTERED-PRINCIPAL REGISTER |
| Tuesday, January 3, 2017 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, January 3, 2017 | PUBLISHED FOR OPPOSITION |
| Wednesday, December 14, 2016 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Saturday, November 26, 2016 | LAW OFFICE PUBLICATION REVIEW COMPLETED |
| Thursday, November 17, 2016 | ASSIGNED TO LIE |
| Thursday, November 17, 2016 | ASSIGNED TO LIE |
| Wednesday, November 2, 2016 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Wednesday, November 2, 2016 | EXAMINER'S AMENDMENT ENTERED |
| Wednesday, November 2, 2016 | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED |
| Wednesday, November 2, 2016 | EXAMINERS AMENDMENT E-MAILED |
| Wednesday, November 2, 2016 | EXAMINERS AMENDMENT -WRITTEN |
| Wednesday, October 26, 2016 | ASSIGNED TO EXAMINER |
| Thursday, July 21, 2016 | NOTICE OF DESIGN SEARCH CODE E-MAILED |
| Wednesday, July 20, 2016 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Tuesday, July 19, 2016 | NEW APPLICATION ENTERED |