| Serial Number | 90003418 |
| Word Mark | MERRITT POINT WEALTH ADVISORS |
| Filing Date | Tuesday, June 16, 2020 |
| Status | 700 - REGISTERED |
| Status Date | Tuesday, March 23, 2021 |
| Registration Number | 6302865 |
| Registration Date | Tuesday, March 23, 2021 |
| Mark Drawing | 4000 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | Tuesday, November 3, 2020 |
| Disclaimer with Predetermined Text | "WEALTH ADVISORS" |
| Goods and Services | Financial investment analysis and stock research; Financial planning and investment advisory services; Financial planning, namely, providing information for the creation of investment strategies; Providing a web site featuring personal financial information and financial advice; 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 financial stock and equity markets; Providing investors with financial information; Financial and investment services, namely, management and brokerage in the fields of stocks. bonds, options, commodities, futures and other securities, and investment of funds of others; transfer agency services rendered to issuers of investment securities; financial analysis, management, consulting and advisory services; fund investment; account reporting services, namely, providing bank account and investment account information; electronic funds transfer; financial information and evaluation services; savings and loan services; individual savings account services; capital investment services; financial transaction services, namely, trading of financial instruments; investment services, namely, financial asset management; financial exchange services; financial securities exchange services; commodities exchange services; investment analysis; trust and estate trust management services; retirement payment services, namely, financial administration of retirement accounts; and trusteeship representatives |
| 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, July 14, 2020 |
| Primary Code | 036 |
| First Use Anywhere Date | Tuesday, September 1, 2020 |
| First Use In Commerce Date | Tuesday, September 1, 2020 |
| Party Name | Merritt Point Wealth Advisors LLC |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Old Greenwich, CT 06870 |
| Party Name | Merritt Point Wealth Advisors LLC |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Old Greenwich, CT 06870 |
| Party Name | Merritt Point Wealth Advisors LLC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Old Greenwich, CT 06870 |
| Event Date | Event Description |
| Tuesday, March 23, 2021 | REGISTERED-PRINCIPAL REGISTER |
| Tuesday, February 16, 2021 | NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED |
| Saturday, February 13, 2021 | ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED |
| Thursday, January 21, 2021 | STATEMENT OF USE PROCESSING COMPLETE |
| Tuesday, December 29, 2020 | USE AMENDMENT FILED |
| Tuesday, January 19, 2021 | CASE ASSIGNED TO INTENT TO USE PARALEGAL |
| Tuesday, December 29, 2020 | TEAS STATEMENT OF USE RECEIVED |
| Tuesday, December 29, 2020 | NOA E-MAILED - SOU REQUIRED FROM APPLICANT |
| Tuesday, November 3, 2020 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, November 3, 2020 | PUBLISHED FOR OPPOSITION |
| Wednesday, October 14, 2020 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Saturday, September 26, 2020 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Thursday, September 24, 2020 | EXAMINER'S AMENDMENT ENTERED |
| Thursday, September 24, 2020 | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED |
| Thursday, September 24, 2020 | EXAMINERS AMENDMENT E-MAILED |
| Thursday, September 24, 2020 | EXAMINERS AMENDMENT -WRITTEN |
| Friday, September 18, 2020 | ASSIGNED TO EXAMINER |
| Tuesday, July 14, 2020 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED IN TRAM |
| Friday, June 19, 2020 | NEW APPLICATION ENTERED IN TRAM |