| Serial Number | 98075966 |
| Word Mark | MODEARN |
| Filing Date | Friday, July 7, 2023 |
| Status | 700 - REGISTERED |
| Status Date | Tuesday, August 5, 2025 |
| Registration Number | 7883490 |
| Registration Date | Tuesday, August 5, 2025 |
| Mark Drawing | 4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | Tuesday, July 30, 2024 |
| Goods and Services | Educational services, namely, conducting classes, workshops, seminars and conferences in the fields of wealth management, account management, financial planning, alternative investments, budget planning, retirement fund investments, and selecting financial advisors; Arranging and conducting online workshops in the field of wealth management, account management, financial planning, alternative investments, budget planning, retirement fund investments, and selecting financial advisors; Providing online newsletters in the field of wealth management, account management, financial planning, alternative investments, budget planning, retirement fund investments, and selecting financial advisors; Providing online publications in the nature of online newsletters in the field of wealth management, account management, financial planning, alternative investments, budget planning, retirement fund investments, and selecting financial advisors; Providing online publications in the nature of blogs in the field of wealth management, account management, financial planning, alternative investments, budget planning, retirement fund investments, and selecting financial advisors; Providing on-line newsletters in the field of financial services and wealth management |
| Pseudo Mark | MODERN |
| Goods and Services | Financial services, namely, wealth management, financial planning, alternative investments in the nature of investment of funds, financial portfolio management, financial advice in the nature of budget planning; Mutual fund investment services; Retirement fund investment services; Investment management services; Providing personalized financial consulting in the nature of providing financial investment information, investment account financial management and securities brokerage services; Financial services, namely, wealth management, financial planning, alternative investments in the nature of investment of funds, financial portfolio management, financial advice in the nature of budget planning; Providing personalized financial consulting in the nature of investment information, investment account financial management and securities brokerage services; Financial services, namely, wealth management services; Financial planning; Financial advice, namely, budget planning; Financial portfolio management |
| 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, August 8, 2023 |
| Primary Code | 036 |
| First Use Anywhere Date | Tuesday, April 18, 2023 |
| First Use In Commerce Date | Tuesday, April 18, 2023 |
| 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 | Tuesday, August 8, 2023 |
| Primary Code | 041 |
| First Use Anywhere Date | Tuesday, April 18, 2023 |
| First Use In Commerce Date | Tuesday, April 18, 2023 |
| Party Name | Morton Capital Management, LLC |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Calabasas, CA 91301 |
| Party Name | Morton Capital Management, LLC |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Calabasas, CA 91301 |
| Party Name | Morton Capital Management, LLC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Calabasas, CA 91301 |
| Event Date | Event Description |
| Tuesday, July 11, 2023 | NEW APPLICATION ENTERED |
| Tuesday, August 8, 2023 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Monday, March 18, 2024 | ASSIGNED TO EXAMINER |
| Wednesday, March 20, 2024 | NON-FINAL ACTION WRITTEN |
| Wednesday, March 20, 2024 | NON-FINAL ACTION E-MAILED |
| Wednesday, March 20, 2024 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Monday, June 24, 2024 | EXAMINERS AMENDMENT E-MAILED |
| Thursday, June 20, 2024 | APPLICATION EXTENSION TO RESPONSE PERIOD - RECEIVED |
| Thursday, June 20, 2024 | APPLICATION EXTENSION GRANTED/RECEIPT PROVIDED |
| Monday, June 24, 2024 | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED |
| Monday, June 24, 2024 | EXAMINERS AMENDMENT -WRITTEN |
| Tuesday, July 30, 2024 | PUBLISHED FOR OPPOSITION |
| Monday, June 24, 2024 | EXAMINER'S AMENDMENT ENTERED |
| Tuesday, June 25, 2024 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Wednesday, July 10, 2024 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Tuesday, July 30, 2024 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, September 24, 2024 | NOA E-MAILED - SOU REQUIRED FROM APPLICANT |
| Friday, March 21, 2025 | TEAS STATEMENT OF USE RECEIVED |
| Friday, March 21, 2025 | SOU TEAS EXTENSION RECEIVED |
| Friday, March 21, 2025 | USE AMENDMENT FILED |
| Saturday, June 21, 2025 | CASE ASSIGNED TO INTENT TO USE PARALEGAL |
| Friday, July 11, 2025 | ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED |
| Wednesday, July 16, 2025 | NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED |
| Tuesday, August 5, 2025 | REGISTERED-PRINCIPAL REGISTER |
| Tuesday, August 5, 2025 | NOTICE OF REGISTRATION CONFIRMATION EMAILED |
| Saturday, June 21, 2025 | STATEMENT OF USE PROCESSING COMPLETE |
| Friday, March 21, 2025 | SOU EXTENSION 1 FILED |
| Friday, March 21, 2025 | SOU EXTENSION 1 GRANTED |
| Saturday, March 22, 2025 | NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED |