OAKBOURNE ADVISORS Trademark
Trademark Overview
On Monday, June 29, 2020, a trademark application was filed for OAKBOURNE ADVISORS with the United States Patent and Trademark Office. The USPTO has given the OAKBOURNE ADVISORS trademark a serial number of 90026211. The federal status of this trademark filing is REGISTERED as of Tuesday, May 4, 2021. This trademark is owned by Oakbourne Advisors, LLC. The OAKBOURNE ADVISORS trademark is filed in the Advertising, Business and Retail Services and Insurance & Financial Services categories with the following description:
Tax advisory services; Tax consultation; Tax preparation
Estate planning; Financial consulting; Financial planning; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services
General Information
| Serial Number | 90026211 |
| Word Mark | OAKBOURNE ADVISORS |
| Filing Date | Monday, June 29, 2020 |
| Status | 700 - REGISTERED |
| Status Date | Tuesday, May 4, 2021 |
| Registration Number | 6338563 |
| Registration Date | Tuesday, May 4, 2021 |
| Mark Drawing | 3000 - Illustration: Drawing or design which also includes word(s) / letter(s) / number(s) |
| Published for Opposition Date | Tuesday, February 16, 2021 |
Trademark Statements
| Indication of Colors claimed | The color(s) navy blue is/are claimed as a feature of the mark. |
| Disclaimer with Predetermined Text | "ADVISORS" |
| Description of Mark | The mark consists of a stylized crest with an oak leaf design in navy blue to the left of a vertical navy blue line to the left of the stylized wording "OAKBOURNE ADVISORS" in navy blue. The color white represents background and is not claimed as a feature of the mark. |
| Goods and Services | Tax advisory services; Tax consultation; Tax preparation |
| Goods and Services | Estate planning; Financial consulting; Financial planning; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services |
| Pseudo Mark | OAK BOURNE ADVISOERS |
Classification Information
| International Class | 035 - Advertising; business management; business administration; office functions. |
| US Class Codes | 100, 101, 102 |
| Class Status Code | 6 - Active |
| Class Status Date | Sunday, July 26, 2020 |
| Primary Code | 035 |
| First Use Anywhere Date | Friday, April 24, 2020 |
| First Use In Commerce Date | Friday, April 24, 2020 |
| 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 | Sunday, July 26, 2020 |
| Primary Code | 036 |
| First Use Anywhere Date | Friday, April 24, 2020 |
| First Use In Commerce Date | Friday, April 24, 2020 |
Trademark Owner History
| Party Name | Oakbourne Advisors, LLC |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Hackettstown, NJ 07840 |
| Party Name | Oakbourne Advisors, LLC |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Hackettstown, NJ 07840 |
| Party Name | Oakbourne Advisors, LLC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Hackettstown, NJ 07840 |
Trademark Events
| Event Date | Event Description |
| Tuesday, May 4, 2021 | REGISTERED-PRINCIPAL REGISTER |
| Tuesday, February 16, 2021 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, February 16, 2021 | PUBLISHED FOR OPPOSITION |
| Wednesday, January 27, 2021 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Monday, January 11, 2021 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Monday, January 11, 2021 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Monday, January 11, 2021 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Friday, October 23, 2020 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Monday, October 5, 2020 | NOTIFICATION OF EXAMINER'S AMENDMENT/PRIORITY ACTION E-MAILED |
| Monday, October 5, 2020 | EXAMINER'S AMENDMENT/PRIORITY ACTION E-MAILED |
| Monday, October 5, 2020 | COMBINED EXAMINER'S AMENDMENT/PRIORITY ACTION AUTOMATIC ENTRY |
| Monday, October 5, 2020 | EXAMINERS AMENDMENT AND/OR PRIORITY ACTION - COMPLETED |
| Wednesday, September 30, 2020 | ASSIGNED TO EXAMINER |
| Tuesday, July 28, 2020 | NOTICE OF DESIGN SEARCH CODE E-MAILED |
| Sunday, July 26, 2020 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED IN TRAM |
| Thursday, July 2, 2020 | NEW APPLICATION ENTERED IN TRAM |
