| Serial Number | 99581458 |
| Word Mark | OAKRIDGE |
| Filing Date | Wednesday, January 7, 2026 |
| Status | 680 - APPROVED FOR PUBLICATION |
| Status Date | Wednesday, May 6, 2026 |
| Registration Number | 0000000 |
| Registration Date | NOT AVAILABLE |
| Mark Drawing | 4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | NOT AVAILABLE |
| Goods and Services | Family office services in the nature of tax planning; Family office services in the nature of accounting services; Accounting services; Accounting advisory services; Vendor management services for family offices and high net-worth individuals |
| Goods and Services | Investment fund management services; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; Family office investment management services; Family office services in the nature of investment management; Financial planning and investment advisory services; Providing information in the field of financial planning for high net-worth individuals; Financial planning services, namely, developing and managing charitable giving programs on behalf of wealthy individuals or families; Financial consulting services in the field of planned giving for non-profit and charitable organizations; Estate trust management; Estate trust planning; Financial services, namely, estate settlement services; Wealth transfer planning; Philanthropic services concerning monetary donations; Financial advice relating to tax; Family office investment advisory services; Family office services in the nature of financial wealth management services; Family office services in the nature of investment advisory services; Financial services, namely, a total portfolio offering for high net worth clients consisting of both separate accounts and mutual funds for equity and fixed income investments; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement; Providing information in the field of financial planning; Financial advisory and consultancy services, namely, creating personalized strategies for investment and wealth management; Financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; Financial and investment services, namely, asset and investment acquisition, consultation, advisory and development |
| 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, January 7, 2026 |
| Primary Code | 035 |
| First Use Anywhere Date | Tuesday, September 24, 2019 |
| First Use In Commerce Date | Tuesday, September 24, 2019 |
| 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, January 7, 2026 |
| Primary Code | 036 |
| First Use Anywhere Date | Tuesday, September 24, 2019 |
| First Use In Commerce Date | Tuesday, September 24, 2019 |
| Party Name | Oakridge Management Group LLC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Stamford, CT 06901 US |
| Event Date | Event Description |
| Wednesday, January 7, 2026 | NEW APPLICATION ENTERED |
| Wednesday, January 7, 2026 | APPLICATION FILING RECEIPT MAILED |
| Sunday, April 26, 2026 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Tuesday, May 5, 2026 | ASSIGNED TO EXAMINER |
| Wednesday, May 6, 2026 | APPROVED FOR PUB - PRINCIPAL REGISTER |