| Serial Number | 87375624 |
| Word Mark | MYWEALTH GREENLEAF TRUST |
| Filing Date | Friday, March 17, 2017 |
| Status | 702 - SECTION 8 & 15 - ACCEPTED AND ACKNOWLEDGED |
| Status Date | Wednesday, December 4, 2024 |
| Registration Number | 5504178 |
| Registration Date | Tuesday, June 26, 2018 |
| Mark Drawing | 3 - Illustration: Drawing or design which also includes word(s) / letter(s) / number(s) |
| Published for Opposition Date | Tuesday, August 29, 2017 |
| Description of Mark | The mark consists of the words "mywealth" presented in lower case, with the tail of the "y" extending to form a partial circle around the letter "m", and the words "GREENLEAF TRUST" presented beneath the "mywealth" portion. |
| Pseudo Mark | MY WEALTH GREENLEAF TRUST |
| Goods and Services | Providing an online portal for investment management, financial management services, and financial planning services |
| Indication of Colors claimed | Color is not claimed as a feature of the mark. |
| Goods and Services | Providing an online portal for financial document management services; and business administration services, namely, regulatory submission management in the nature of filing and preparing financial and investment regulatory compliance documents and reports |
| NOT AVAILABLE | "TRUST" |
| International Class | 035 - Advertising; business management; business administration; office functions. |
| US Class Codes | 100, 101, 102 |
| Class Status Code | 6 - Active |
| Class Status Date | Friday, June 23, 2017 |
| Primary Code | 035 |
| First Use Anywhere Date | Monday, June 26, 2017 |
| First Use In Commerce Date | Monday, June 26, 2017 |
| 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 | Thursday, March 23, 2017 |
| Primary Code | 036 |
| First Use Anywhere Date | Monday, June 26, 2017 |
| First Use In Commerce Date | Monday, June 26, 2017 |
| Party Name | Greenleaf Trust |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 03 - Corporation |
| Address | Kalamazoo, MI 49007 |
| Party Name | Greenleaf Trust |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 03 - Corporation |
| Address | Kalamazoo, MI 49007 |
| Party Name | Greenleaf Trust |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 03 - Corporation |
| Address | Kalamazoo, MI 49007 |
| Event Date | Event Description |
| Tuesday, March 21, 2017 | NEW APPLICATION ENTERED |
| Thursday, March 23, 2017 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Friday, March 24, 2017 | NOTICE OF DESIGN SEARCH CODE E-MAILED |
| Monday, June 12, 2017 | ASSIGNED TO EXAMINER |
| Thursday, June 22, 2017 | NON-FINAL ACTION E-MAILED |
| Thursday, June 22, 2017 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Thursday, June 22, 2017 | NON-FINAL ACTION WRITTEN |
| Friday, June 23, 2017 | EXAMINERS AMENDMENT -WRITTEN |
| Friday, June 23, 2017 | EXAMINERS AMENDMENT E-MAILED |
| Friday, June 23, 2017 | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED |
| Friday, June 23, 2017 | ASSIGNED TO LIE |
| Friday, June 23, 2017 | EXAMINER'S AMENDMENT ENTERED |
| Friday, June 23, 2017 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Wednesday, June 28, 2017 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Wednesday, June 28, 2017 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Wednesday, July 19, 2017 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Wednesday, August 9, 2017 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Tuesday, August 29, 2017 | PUBLISHED FOR OPPOSITION |
| Tuesday, August 29, 2017 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, October 24, 2017 | NOA E-MAILED - SOU REQUIRED FROM APPLICANT |
| Monday, April 9, 2018 | TEAS STATEMENT OF USE RECEIVED |
| Monday, April 9, 2018 | USE AMENDMENT FILED |
| Wednesday, April 25, 2018 | CASE ASSIGNED TO INTENT TO USE PARALEGAL |
| Wednesday, May 2, 2018 | STATEMENT OF USE PROCESSING COMPLETE |
| Monday, May 21, 2018 | ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED |
| Tuesday, June 26, 2018 | REGISTERED-PRINCIPAL REGISTER |
| Monday, June 26, 2023 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED |
| Tuesday, June 25, 2024 | TEAS SECTION 8 & 15 RECEIVED |
| Wednesday, December 4, 2024 | CASE ASSIGNED TO POST REGISTRATION PARALEGAL |
| Wednesday, December 4, 2024 | REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK. |
| Wednesday, December 4, 2024 | NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED |
| Tuesday, May 22, 2018 | NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED |