| Serial Number | 97611359 |
| Word Mark | ONE OAK WEALTH MANAGEMENT |
| Filing Date | Wednesday, September 28, 2022 |
| Status | 700 - REGISTERED |
| Status Date | Tuesday, November 7, 2023 |
| Registration Number | 7211967 |
| Registration Date | Tuesday, November 7, 2023 |
| Mark Drawing | 3000 - Illustration: Drawing or design which also includes word(s) / letter(s) / number(s) |
| Published for Opposition Date | Tuesday, August 22, 2023 |
| Description of Mark | The mark consists of a silhouette of a tree in between the stylized words "ONE" and "OAK". Underneath them are the wording "WEALTH MANAGEMENT" in capital letters. |
| Goods and Services | Advice relating to investments; Investment of funds; Mutual funds and capital investment; Information, advisory, consultancy and financial research services relating to finance and investments; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement; Brokerage services for stocks and bonds; Financial and investment services, namely, management and brokerage in the fields of stocks, bonds, options, commodities, futures and other securities, and the investment of funds of others; Financial planning for retirement; Individual retirement account services; Underwriting, issuance and administration of annuities; Investment management of and distribution of annuities; Financial services, namely, providing an investment option available for variable annuity and variable life insurance products; Insurance services, namely, underwriting, issuing and administration of life insurance; Insurance consultation; Insurance brokerage; Estate planning |
| Indication of Colors claimed | Color is not claimed as a feature of the mark. |
| Goods and Services | Tax and taxation planning, advice, information, and consultancy services |
| Disclaimer with Predetermined Text | "WEALTH MANAGEMENT" |
| 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, October 16, 2022 |
| Primary Code | 035 |
| First Use Anywhere Date | Monday, January 25, 2016 |
| First Use In Commerce Date | Wednesday, February 24, 2016 |
| 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, October 16, 2022 |
| Primary Code | 036 |
| First Use Anywhere Date | Monday, January 25, 2016 |
| First Use In Commerce Date | Wednesday, February 24, 2016 |
| Party Name | ONE OAK WM WASHINGTON, INC. |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 03 - Corporation |
| Address | Seattle, WA 98109 |
| Party Name | ONE OAK WM WASHINGTON, INC. |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 03 - Corporation |
| Address | Seattle, WA 98109 |
| Party Name | ONE OAK WM WASHINGTON, INC. |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 03 - Corporation |
| Address | Seattle, WA 98109 |
| Event Date | Event Description |
| Tuesday, November 7, 2023 | NOTICE OF REGISTRATION CONFIRMATION EMAILED |
| Tuesday, November 7, 2023 | REGISTERED-PRINCIPAL REGISTER |
| Tuesday, August 22, 2023 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, August 22, 2023 | PUBLISHED FOR OPPOSITION |
| Wednesday, August 2, 2023 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Thursday, July 13, 2023 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Thursday, July 13, 2023 | EXAMINER'S AMENDMENT ENTERED |
| Thursday, July 13, 2023 | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED |
| Thursday, July 13, 2023 | EXAMINERS AMENDMENT E-MAILED |
| Thursday, July 13, 2023 | EXAMINERS AMENDMENT -WRITTEN |
| Wednesday, July 12, 2023 | ASSIGNED TO EXAMINER |
| Tuesday, October 18, 2022 | NOTICE OF DESIGN SEARCH CODE E-MAILED |
| Sunday, October 16, 2022 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Saturday, October 1, 2022 | NEW APPLICATION ENTERED |