| Serial Number | 79271350 |
| Word Mark | MONTANA CAPITAL PARTNERS |
| Filing Date | Thursday, July 4, 2019 |
| Status | 700 - REGISTERED |
| Status Date | Tuesday, September 8, 2020 |
| Registration Number | 6144270 |
| Registration Date | Tuesday, September 8, 2020 |
| Mark Drawing | 3000 - Illustration: Drawing or design which also includes word(s) / letter(s) / number(s) |
| Published for Opposition Date | Tuesday, June 23, 2020 |
| Indication of Colors claimed | The colors blue and gray are claimed as a feature of the mark. |
| Disclaimer with Predetermined Text | "CAPITAL PARTNERS" |
| Description of Mark | The mark consists of the stylized wording "MONTANA" with the "M" of "MONTANA" in blue and the letters "ONTANA" appearing in gray; the stylized wording "CAPITAL" appears below the wording "MONTANA", with the "C" of "CAPITAL" appearing in blue and the letters "APITAL" appearing in gray; the stylized wording "PARTNERS" appears below "CAPITAL", with the "P" of "PARTNERS" appearing in blue and the letters "ARTNERS" appearing in gray; the mark is underlined with a gray curved line which extends to the upper right corner of the design. |
| Goods and Services | Printed publications, namely, brochures, booklets, in the field of finance; printed matter, namely, manuals in the field of finance; newsletters in the field of finance; newspapers; printed periodicals in the field of finance |
| Goods and Services | Advertising services relating to financial investment; business consultancy and advisory services in the field of finance; strategic business consultancy; business consultancy services relating to the marketing of fund raising campaigns; business consultancy services relating to the supply of quality management systems; business appraisals; business expertise, namely, business consultancy; business acquisitions consultation; business auditing; business management; business research; computer assisted business research services; business research for new businesses; business consultation; business information, namely, providing information and news in the field of business; business strategic planning services; business merger services, namely, business merger consultation; business expertise services, namely, business consultancy; providing business statistics information; preparing business reports; business data analysis, namely, business profit analysis; business planning and business continuity consulting services in the field of finance; business succession planning; business project management services; providing business intelligence services; business data analysis; business analysis of markets; business advice and information relating to growth financing; consultancy services relating to business risk management; consultancy services relating to business acquisition; consultancy services relating to business analysis; consultancy services relating to business organisation; consultancy services relating to business efficiency; business consultancy services relating to insolvency; organisation of events for commercial purposes; business marketing services in the field of investment company shares; accounting services in relation to mutual funds; advice, consultancy and information relating to all the aforementioned services |
| Goods and Services | Actuarial services; financial services, namely, administration of transactions involving funds and investments; financial administrative services relating to investments, namely, investment of funds; banking services; capital investment; capital investment services; capital fund investment; capital investment brokerage; capital investment fund management; capital investment in real estate; capital investment in private equity; development of investment portfolios, namely, financial management in the field of investment portfolios; equity capital investment; financial services, namely, management of private equity funds, private equity fund investment services, and financial risk management , ; financial planning and management services, namely, financial planning and investment advisory services; financial appraisals, namely, financial appraisals in responding to requests for proposals, financial appraisals in responding to calls for tenders; financial investment, namely, financial investment brokerage, financial investment analysis and stock research; financial investment in the field of securities; financial research services; financial investment research services; financial investment services in the field of securities; financial management of risk capital, investment capital and development capital; financial investment services, namely, financial underwriting and securities issuance; financial services relating to real estate property, namely, real estate note brokerage; hedge fund investment services; investment services, namely, investment asset management services; investment banking services; investment brokerage; financial services, namely, investment fund transfer and transaction services; investment performance monitoring, namely, monitoring financial markets for investment purposes; investment portfolio management services; global investment research services; investment risk assessment services; investment trust management; investment trust services, namely, investment and trust company services; management of private equity funds; investment management, namely, management of collective investment schemes; mortgage investment management; mutual fund investment; pension fund investment management; portfolio investment management; private client investment services, namely, financial investment brokerage services,; private equity fund investment services; private placements of hedge funds, private equity funds, securities and derivatives for others; venture capital investment services, namely, venture capital financing, venture capital fund management; property investment banking services, namely, real estate investment services; provident fund investment services; securities investment services, namely, securities trading and investing services for others via the internet; stock investment management; financial trust administration services; unit trust investment; venture capital, namely, venture capital financing, venture capital fund management; project capital investment services; securities trading and investing services, namely, sales and distribution of investment company shares; mutual fund investment services, namely, administration and transfer agency of mutual funds; advice, consultancy and information relating to all the aforementioned services |
| International Class | 016 - Paper, cardboard and goods made from these materials, not included in other classes; printed matter; bookbinding material; photographs; stationery; adhesives for stationery or household purposes; artists' materials; paint brushes; typewriters and office requisites (except furniture); instructional and teaching material (except apparatus); plastic materials for packaging (not included in other classes); printers' type; printing blocks. |
| US Class Codes | 002, 005, 022, 023, 029, 037, 038, 050 |
| Class Status Code | 6 - Active |
| Class Status Date | Wednesday, November 13, 2019 |
| Primary Code | 016 |
| First Use Anywhere Date | NOT AVAILABLE |
| First Use In Commerce Date | NOT AVAILABLE |
| International Class | 035 - Advertising; business management; business administration; office functions. |
| US Class Codes | 100, 101, 102 |
| Class Status Code | 6 - Active |
| Class Status Date | Wednesday, November 13, 2019 |
| Primary Code | 035 |
| First Use Anywhere Date | NOT AVAILABLE |
| First Use In Commerce Date | NOT AVAILABLE |
| 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, November 13, 2019 |
| Primary Code | 036 |
| First Use Anywhere Date | NOT AVAILABLE |
| First Use In Commerce Date | NOT AVAILABLE |
| Party Name | Montana Capital Partners AG |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 99 - Other |
| Address | CH-6340 Baar CH |
| Party Name | Montana Capital Partners AG |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 99 - Other |
| Address | CH-6340 Baar CH |
| Party Name | Montana Capital Partners AG |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 99 - Other |
| Address | CH-6340 Baar CH |
| Event Date | Event Description |
| Saturday, January 23, 2021 | FINAL DECISION TRANSACTION PROCESSED BY IB |
| Wednesday, December 30, 2020 | FINAL DISPOSITION NOTICE SENT TO IB |
| Wednesday, December 30, 2020 | FINAL DISPOSITION PROCESSED |
| Tuesday, December 8, 2020 | FINAL DISPOSITION NOTICE CREATED, TO BE SENT TO IB |
| Tuesday, September 8, 2020 | REGISTERED-PRINCIPAL REGISTER |
| Tuesday, June 23, 2020 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, June 23, 2020 | PUBLISHED FOR OPPOSITION |
| Friday, June 19, 2020 | NOTIFICATION PROCESSED BY IB |
| Wednesday, June 3, 2020 | NOTIFICATION OF POSSIBLE OPPOSITION SENT TO IB |
| Wednesday, June 3, 2020 | NOTICE OF START OF OPPOSITION PERIOD CREATED, TO BE SENT TO IB |
| Wednesday, June 3, 2020 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Thursday, May 14, 2020 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Tuesday, March 3, 2020 | NOTIFICATION OF FINAL REFUSAL EMAILED |
| Tuesday, March 3, 2020 | FINAL REFUSAL E-MAILED |
| Tuesday, March 3, 2020 | FINAL REFUSAL WRITTEN |
| Monday, February 10, 2020 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Monday, February 10, 2020 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Monday, February 10, 2020 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Saturday, January 4, 2020 | REFUSAL PROCESSED BY IB |
| Friday, December 13, 2019 | NON-FINAL ACTION MAILED - REFUSAL SENT TO IB |
| Friday, December 13, 2019 | REFUSAL PROCESSED BY MPU |
| Tuesday, November 19, 2019 | NON-FINAL ACTION (IB REFUSAL) PREPARED FOR REVIEW |
| Tuesday, November 19, 2019 | APPLICATION FILING RECEIPT MAILED |
| Monday, November 18, 2019 | NON-FINAL ACTION WRITTEN |
| Wednesday, November 13, 2019 | ASSIGNED TO EXAMINER |
| Wednesday, November 13, 2019 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED IN TRAM |
| Thursday, November 7, 2019 | SN ASSIGNED FOR SECT 66A APPL FROM IB |