| Serial Number | 97759200 |
| Word Mark | MONTE WEALTH MANAGEMENT |
| Filing Date | Wednesday, January 18, 2023 |
| Status | 819 - SU - REGISTRATION REVIEW COMPLETE |
| Status Date | Thursday, August 8, 2024 |
| Registration Number | 0000000 |
| Registration Date | NOT AVAILABLE |
| Mark Drawing | 3 - Illustration: Drawing or design which also includes word(s) / letter(s) / number(s) |
| Published for Opposition Date | Tuesday, November 21, 2023 |
| Description of Mark | The mark consists of two stylized green mountains with an orange triangular flag at the top of the mountain on the right. The mountains and flag are encircled by a green circle. To the right of this image is the word "MONTE" above the smaller words "WEALTH MANAGEMENT" all in green. The color white represents background or transparent areas and is not part of the mark. |
| Goods and Services | Financial services, namely, wealth management services |
| Indication of Colors claimed | The color(s) green and orange is/are claimed as a feature of the mark. |
| Translation of Words in Mark | The English translation of "MONTE" in the mark is "mountain". |
| NOT AVAILABLE | "WEALTH 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 | Wednesday, February 8, 2023 |
| Primary Code | 036 |
| First Use Anywhere Date | Wednesday, November 1, 2023 |
| First Use In Commerce Date | Wednesday, November 1, 2023 |
| Party Name | Monte Financial Group, LLC |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Guilford, CT 06437 |
| Party Name | Monte Financial Group, LLC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Guilford, CT 06437 |
| Event Date | Event Description |
| Saturday, January 21, 2023 | NEW APPLICATION ENTERED |
| Wednesday, February 8, 2023 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Thursday, February 9, 2023 | NOTICE OF DESIGN SEARCH CODE E-MAILED |
| Monday, October 16, 2023 | ASSIGNED TO EXAMINER |
| Monday, October 16, 2023 | EXAMINERS AMENDMENT -WRITTEN |
| Monday, October 16, 2023 | EXAMINERS AMENDMENT E-MAILED |
| Monday, October 16, 2023 | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED |
| Monday, October 16, 2023 | EXAMINER'S AMENDMENT ENTERED |
| Monday, October 16, 2023 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Wednesday, November 1, 2023 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Tuesday, January 16, 2024 | NOA E-MAILED - SOU REQUIRED FROM APPLICANT |
| Tuesday, November 21, 2023 | PUBLISHED FOR OPPOSITION |
| Tuesday, November 21, 2023 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Monday, June 17, 2024 | USE AMENDMENT FILED |
| Monday, June 17, 2024 | TEAS STATEMENT OF USE RECEIVED |
| Sunday, August 4, 2024 | STATEMENT OF USE PROCESSING COMPLETE |
| Sunday, August 4, 2024 | CASE ASSIGNED TO INTENT TO USE PARALEGAL |
| Thursday, August 8, 2024 | NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED |
| Thursday, August 8, 2024 | ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED |