| Serial Number | 77978894 |
| Word Mark | OPENWEALTH |
| Filing Date | Thursday, July 10, 2008 |
| Status | 710 - CANCELLED - SECTION 8 |
| Status Date | Friday, May 19, 2017 |
| Registration Number | 3862114 |
| Registration Date | Tuesday, October 12, 2010 |
| Mark Drawing | 4000 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | Tuesday, April 14, 2009 |
| Goods and Services | Providing office functions to the financial and investment industries; financial services in the nature of providing middle and back office support functions to the financial and investment industries, namely, administration, billing and reconciliation of accounts on behalf of others, business administration and management of workflow; document imaging, namely, copying documents |
| Goods and Services | Financial services in the nature of providing middle and back office support functions to the financial and investment industries, namely, financial portfolio management |
| Goods and Services | Providing temporary use of non-downloadable computer software for providing middle and back office support functions to the financial and investment industries, namely, account opening and maintenance, document imaging and archiving, workflow management, portfolio manufacturing, portfolio modeling, portfolio maintenance, tax management and automated trade blocking and execution |
| Pseudo Mark | OPEN WEALTH |
| International Class | 035 - Advertising; business management; business administration; office functions. |
| US Class Codes | 100, 101, 102 |
| Class Status Code | 2 - Sec. 8 - Entire Registration |
| Class Status Date | Friday, May 19, 2017 |
| Primary Code | 035 |
| First Use Anywhere Date | Wednesday, March 18, 2009 |
| First Use In Commerce Date | Wednesday, March 18, 2009 |
| 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, May 19, 2017 |
| Primary Code | 036 |
| First Use Anywhere Date | Wednesday, March 18, 2009 |
| First Use In Commerce Date | Wednesday, March 18, 2009 |
| International Class | 042 - Scientific and technological services and research and design relating thereto; industrial analysis and research services; design and development of computer hardware and software. |
| US Class Codes | 100, 101 |
| Class Status Code | 2 - Sec. 8 - Entire Registration |
| Class Status Date | Friday, May 19, 2017 |
| Primary Code | 042 |
| First Use Anywhere Date | Wednesday, March 18, 2009 |
| First Use In Commerce Date | Wednesday, March 18, 2009 |
| Party Name | Citigroup Global Markets Inc. |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 03 - Corporation |
| Address | New York, NY 10013 |
| Party Name | Citigroup Global Markets Inc. |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 03 - Corporation |
| Address | New York, NY 10013 |
| Party Name | Citigroup Global Markets Inc. |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 03 - Corporation |
| Address | New York, NY 10013 |
| Event Date | Event Description |
| Friday, May 19, 2017 | CANCELLED SEC. 8 (6-YR) |
| Tuesday, October 12, 2010 | REGISTERED-PRINCIPAL REGISTER |
| Thursday, September 9, 2010 | NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED |
| Wednesday, September 8, 2010 | LAW OFFICE REGISTRATION REVIEW COMPLETED |
| Tuesday, September 7, 2010 | ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED |
| Tuesday, August 24, 2010 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Monday, August 23, 2010 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Monday, August 23, 2010 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Monday, August 23, 2010 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
| Wednesday, February 24, 2010 | NON-FINAL ACTION MAILED |
| Wednesday, February 24, 2010 | SU - NON-FINAL ACTION - WRITTEN |
| Wednesday, February 24, 2010 | NOTICE OF PSEUDO MARK MAILED |
| Tuesday, February 23, 2010 | STATEMENT OF USE PROCESSING COMPLETE |
| Monday, December 28, 2009 | USE AMENDMENT FILED |
| Tuesday, February 23, 2010 | DIVISIONAL PROCESSING COMPLETE |
| Monday, December 28, 2009 | DIVISIONAL REQUEST RECEIVED |
| Tuesday, February 23, 2010 | CASE ASSIGNED TO INTENT TO USE PARALEGAL |
| Monday, December 28, 2009 | TEAS REQUEST TO DIVIDE RECEIVED |
| Monday, December 28, 2009 | TEAS STATEMENT OF USE RECEIVED |
| Tuesday, July 7, 2009 | NOA MAILED - SOU REQUIRED FROM APPLICANT |
| Tuesday, April 14, 2009 | PUBLISHED FOR OPPOSITION |
| Wednesday, March 25, 2009 | NOTICE OF PUBLICATION |
| Friday, March 6, 2009 | LAW OFFICE PUBLICATION REVIEW COMPLETED |
| Thursday, March 5, 2009 | ASSIGNED TO LIE |
| Wednesday, March 4, 2009 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Tuesday, March 3, 2009 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Tuesday, March 3, 2009 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Tuesday, March 3, 2009 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Wednesday, October 22, 2008 | NON-FINAL ACTION MAILED |
| Wednesday, October 22, 2008 | NON-FINAL ACTION WRITTEN |
| Friday, October 17, 2008 | ASSIGNED TO EXAMINER |
| Tuesday, July 15, 2008 | NOTICE OF PSEUDO MARK MAILED |
| Monday, July 14, 2008 | NEW APPLICATION ENTERED IN TRAM |