MONTAG & CALDWELL Trademark
Trademark Overview
On Thursday, December 2, 2010, a trademark application was filed for MONTAG & CALDWELL with the United States Patent and Trademark Office. The USPTO has given the MONTAG & CALDWELL trademark a serial number of 85188977. The federal status of this trademark filing is REGISTERED AND RENEWED as of Friday, August 27, 2021. This trademark is owned by Montag & Caldwell, LLC. The MONTAG & CALDWELL trademark is filed in the Insurance & Financial Services category with the following description:
investment management
General Information
| Serial Number | 85188977 |
| Word Mark | MONTAG & CALDWELL |
| Filing Date | Thursday, December 2, 2010 |
| Status | 800 - REGISTERED AND RENEWED |
| Status Date | Friday, August 27, 2021 |
| Registration Number | 3989766 |
| Registration Date | Tuesday, July 5, 2011 |
| Mark Drawing | 4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | Tuesday, April 19, 2011 |
Trademark Statements
| Pseudo Mark | MONTAG AND CALDWELL |
| Goods and Services | investment management |
Classification Information
| 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 | Monday, December 6, 2010 |
| Primary Code | 036 |
| First Use Anywhere Date | Thursday, November 30, 1944 |
| First Use In Commerce Date | Thursday, November 30, 1944 |
Trademark Owner History
| Party Name | ADVOCACY WEALTH MANAGEMENT, LLC |
| Party Type | 31 - New Owner After Registration |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | ATLANTA, GA 30339 |
| Party Name | Montag & Caldwell, LLC |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Atlanta, GA 303263248 |
| Party Name | Montag & Caldwell, LLC |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Atlanta, GA 303263248 |
| Party Name | Montag & Caldwell, LLC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Atlanta, GA 303263248 |
Trademark Events
| Event Date | Event Description |
| Wednesday, March 9, 2011 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Monday, December 6, 2010 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Tuesday, December 7, 2010 | NOTICE OF PSEUDO MARK MAILED |
| Wednesday, March 9, 2011 | ASSIGNED TO EXAMINER |
| Tuesday, April 19, 2011 | PUBLISHED FOR OPPOSITION |
| Tuesday, April 19, 2011 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, July 5, 2011 | REGISTERED-PRINCIPAL REGISTER |
| Thursday, February 9, 2017 | TEAS SECTION 8 & 15 RECEIVED |
| Monday, April 10, 2017 | CASE ASSIGNED TO POST REGISTRATION PARALEGAL |
| Monday, April 10, 2017 | POST REGISTRATION ACTION MAILED - SEC. 8 & 15 |
| Friday, April 28, 2017 | REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK. |
| Friday, April 28, 2017 | NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - MAILED |
| Tuesday, May 4, 2021 | TEAS SECTION 8 & 9 RECEIVED |
| Friday, August 27, 2021 | CASE ASSIGNED TO POST REGISTRATION PARALEGAL |
| Friday, August 27, 2021 | REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED |
| Friday, August 27, 2021 | REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS) |
| Friday, August 27, 2021 | NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED |
| Wednesday, February 5, 2025 | AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP |
