| Serial Number | 98184625 |
| Word Mark | ORIZON WEALTH MANAGEMENT O |
| Filing Date | Monday, September 18, 2023 |
| Status | 688 - NOTICE OF ALLOWANCE - ISSUED |
| Status Date | Tuesday, September 3, 2024 |
| Registration Number | 0000000 |
| Registration Date | NOT AVAILABLE |
| Mark Drawing | 3 - Illustration: Drawing or design which also includes word(s) / letter(s) / number(s) |
| Published for Opposition Date | Tuesday, July 9, 2024 |
| Description of Mark | The mark consists of a stylized sunset logo in orange, underneath which the term "ORIZON" in lowercase letters is displayed where orange is atop and grey below a cross-section, underneath which the terms "WEALTH MANAGEMENT" appear in orange capital letters. The color white represents background and/or transparent area and is/are not part of the mark. |
| Goods and Services | Financial management; financial services, namely, wealth management services; investment management; investment consultation; financial portfolio management; financial planning; insurance brokerage services; insurance consultation; insurance carrier services; insurance services, namely, underwriting life, health, accident, dental, vision, disability, and long-term care insurance and annuities; insurance servicing, namely, underwriting life, health, accident, dental, vision, disability, and long-term care insurance and annuities; administration of employee benefit plans concerning insurance and finance; providing information in the field of employee financial benefit plans; administration of employee benefit plan concerning insurance and finance |
| Indication of Colors claimed | The color(s) grey and orange is/are claimed as a feature of the mark. |
| NOT AVAILABLE | "WEALTH MANAGEMENT" |
| 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, October 4, 2023 |
| Primary Code | 036 |
| First Use Anywhere Date | NOT AVAILABLE |
| First Use In Commerce Date | NOT AVAILABLE |
| Party Name | NOT AVAILABLE |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 01 - Individual |
| Address | Provo, UT 84604 |
| Party Name | NOT AVAILABLE |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 01 - Individual |
| Address | Provo, UT 84604 |
| Event Date | Event Description |
| Thursday, September 21, 2023 | NEW APPLICATION ENTERED |
| Thursday, October 5, 2023 | NOTICE OF DESIGN SEARCH CODE E-MAILED |
| Friday, May 10, 2024 | ASSIGNED TO EXAMINER |
| Monday, May 13, 2024 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Monday, May 13, 2024 | NON-FINAL ACTION E-MAILED |
| Monday, June 3, 2024 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Monday, June 3, 2024 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Monday, June 3, 2024 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Thursday, June 6, 2024 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Wednesday, June 19, 2024 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Tuesday, July 9, 2024 | PUBLISHED FOR OPPOSITION |
| Tuesday, July 9, 2024 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, September 3, 2024 | NOA E-MAILED - SOU REQUIRED FROM APPLICANT |
| Wednesday, October 4, 2023 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Monday, May 13, 2024 | NON-FINAL ACTION WRITTEN |