| Serial Number | 77005115 |
| Word Mark | OAKTRUST WEALTH MANAGEMENT LLC |
| Filing Date | Friday, September 22, 2006 |
| Status | 710 - CANCELLED - SECTION 8 |
| Status Date | Friday, March 9, 2018 |
| Registration Number | 3273398 |
| Registration Date | Tuesday, August 7, 2007 |
| Mark Drawing | 3000 - Illustration: Drawing or design which also includes word(s) / letter(s) / number(s) |
| Published for Opposition Date | Tuesday, May 22, 2007 |
| Indication of Colors claimed | Color is not claimed as a feature of the mark. |
| Disclaimer with Predetermined Text | "WEALTH MANAGEMENT LLC" |
| Description of Mark | The mark consists of stylized text of the wording "OakTrust Wealth Management LLC". |
| Goods and Services | Wealth Management services, namely Financial Planning, Investment Management & Planning, Insurance Consultation, Retirement Planning, Estate and Trust Planning |
| Pseudo Mark | OAK TRUST WEALTH MANAGEMENT LLC |
| International Class | 036 - Insurance; financial affairs; monetary affairs; real estate affairs. |
| US Class Codes | 100, 101, 102 |
| Class Status Code | 2 - Sec. 8 - Entire Registration |
| Class Status Date | Friday, March 9, 2018 |
| Primary Code | 036 |
| First Use Anywhere Date | Wednesday, June 1, 2005 |
| First Use In Commerce Date | Wednesday, June 1, 2005 |
| Party Name | OakTrust Wealth Management LLC |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Wilton, CT 06897 |
| Party Name | OakTrust Wealth Management LLC |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Wilton, CT 06897 |
| Party Name | OakTrust Wealth Management LLC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Wilton, CT 06897 |
| Event Date | Event Description |
| Friday, March 9, 2018 | CANCELLED SEC. 8 (10-YR)/EXPIRED SECTION 9 |
| Sunday, August 7, 2016 | COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED |
| Monday, March 18, 2013 | NOTICE OF ACCEPTANCE OF SEC. 8 - E-MAILED |
| Monday, March 18, 2013 | REGISTERED - SEC. 8 (6-YR) ACCEPTED |
| Monday, March 18, 2013 | REGISTERED - SEC. 8 (6-YR) FILED |
| Tuesday, January 8, 2013 | TEAS RESPONSE TO OFFICE ACTION-POST REG RECEIVED |
| Sunday, December 23, 2012 | POST REGISTRATION ACTION MAILED - SEC. 8 |
| Thursday, December 20, 2012 | CASE ASSIGNED TO POST REGISTRATION PARALEGAL |
| Wednesday, November 28, 2012 | TEAS SECTION 8 RECEIVED |
| Wednesday, November 28, 2012 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
| Tuesday, August 7, 2007 | REGISTERED-PRINCIPAL REGISTER |
| Tuesday, May 22, 2007 | PUBLISHED FOR OPPOSITION |
| Wednesday, May 2, 2007 | NOTICE OF PUBLICATION |
| Monday, March 26, 2007 | LAW OFFICE PUBLICATION REVIEW COMPLETED |
| Friday, March 23, 2007 | ASSIGNED TO LIE |
| Wednesday, February 28, 2007 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Wednesday, February 28, 2007 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Tuesday, February 27, 2007 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Tuesday, February 27, 2007 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Tuesday, February 27, 2007 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
| Tuesday, February 20, 2007 | NON-FINAL ACTION E-MAILED |
| Tuesday, February 20, 2007 | NON-FINAL ACTION WRITTEN |
| Monday, February 12, 2007 | ASSIGNED TO EXAMINER |
| Thursday, September 28, 2006 | NOTICE OF DESIGN SEARCH CODE MAILED |
| Wednesday, September 27, 2006 | NEW APPLICATION ENTERED IN TRAM |