| Serial Number | 97071191 |
| Word Mark | MORTON WEALTH |
| Filing Date | Tuesday, October 12, 2021 |
| Status | 700 - REGISTERED |
| Status Date | Tuesday, July 11, 2023 |
| Registration Number | 7103015 |
| Registration Date | Tuesday, July 11, 2023 |
| Mark Drawing | 4000 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | Tuesday, April 25, 2023 |
| 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 |
| 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 and financial advice in the field of selecting financial advisors; 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 |
| Section 2(f) Limitation Statement | MORTON has become distinctive of the goods/services through the applicant's substantially exclusive and continuous use of the mark in commerce that the U.S. Congress may lawfully regulate for at least the five years immediately before the date of this statement; MORTON has become distinctive of the goods/services as evidenced by the ownership on the Principal Register for the same mark for sufficiently similar goods/services of active U.S. Registration No(s). 6882976 |
| Disclaimer with Predetermined Text | "WEALTH" |
| 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, November 2, 2021 |
| Primary Code | 036 |
| First Use Anywhere Date | Tuesday, November 30, 1982 |
| First Use In Commerce Date | Tuesday, November 30, 1982 |
| 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, November 2, 2021 |
| Primary Code | 041 |
| First Use Anywhere Date | Tuesday, November 30, 1982 |
| First Use In Commerce Date | Tuesday, November 30, 1982 |
| 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 |
| Friday, December 8, 2023 | TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS |
| Friday, December 8, 2023 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
| Friday, December 8, 2023 | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |
| Friday, December 8, 2023 | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
| Tuesday, July 11, 2023 | NOTICE OF REGISTRATION CONFIRMATION EMAILED |
| Tuesday, July 11, 2023 | REGISTERED-PRINCIPAL REGISTER |
| Tuesday, April 25, 2023 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, April 25, 2023 | PUBLISHED FOR OPPOSITION |
| Wednesday, April 5, 2023 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Friday, March 17, 2023 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Thursday, March 16, 2023 | EXAMINER'S AMENDMENT ENTERED |
| Thursday, March 16, 2023 | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED |
| Thursday, March 16, 2023 | EXAMINERS AMENDMENT E-MAILED |
| Thursday, March 16, 2023 | EXAMINERS AMENDMENT -WRITTEN |
| Thursday, December 29, 2022 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Thursday, December 29, 2022 | NON-FINAL ACTION E-MAILED |
| Thursday, December 29, 2022 | NON-FINAL ACTION WRITTEN |
| Wednesday, December 28, 2022 | NOTICE OF ACCEPTANCE OF AMENDMENT TO ALLEGE USE E-MAILED |
| Tuesday, December 27, 2022 | USE AMENDMENT ACCEPTED |
| Thursday, December 1, 2022 | AMENDMENT TO USE PROCESSING COMPLETE |
| Thursday, December 1, 2022 | USE AMENDMENT FILED |
| Thursday, December 1, 2022 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Wednesday, November 30, 2022 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Wednesday, November 30, 2022 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Wednesday, November 30, 2022 | TEAS AMENDMENT OF USE RECEIVED |
| Wednesday, June 8, 2022 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Wednesday, June 8, 2022 | NON-FINAL ACTION E-MAILED |
| Wednesday, June 8, 2022 | NON-FINAL ACTION WRITTEN |
| Tuesday, June 7, 2022 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Monday, June 6, 2022 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Monday, June 6, 2022 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Monday, December 6, 2021 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Monday, December 6, 2021 | NON-FINAL ACTION E-MAILED |
| Monday, December 6, 2021 | NON-FINAL ACTION WRITTEN |
| Thursday, December 2, 2021 | ASSIGNED TO EXAMINER |
| Tuesday, November 2, 2021 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Friday, October 15, 2021 | NEW APPLICATION ENTERED |