| Serial Number | 90594107 |
| Word Mark | PACIFIC PREMIER WEALTH |
| Filing Date | Monday, March 22, 2021 |
| Status | 700 - REGISTERED |
| Status Date | Tuesday, January 28, 2025 |
| Registration Number | 7671759 |
| Registration Date | Tuesday, January 28, 2025 |
| Mark Drawing | 4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | Tuesday, May 17, 2022 |
| Goods and Services | Banking services; escrow banking services; financing services; real estate loan financing on residential and commercial real estate; loan financing for construction of residential and commercial real estate; home equity loan financing; home owner association and property banking services; warehouse mortgage lending services; franchise capital financing services; savings and checking account services; online banking services; electronic payment services, namely, electronic processing and transmission of bill payment data; Financial custody services, namely, financial investment services to clients and client advisors relating to custodial accounts and custody transitions; providing an internet website portal featuring information relating to alternative investments; investment administration of retirement plans for others; consulting services in the field of financial custody services; Trust services, namely, investment and trust company services; estate trust planning and management; financial trust planning, operations and administration; trust management accounts; real estate investment trust services; real estate investment trust advisory and management services; financial services, namely, alternative asset custodian services in the nature of self-directed investment retirement accounts; providing an interactive website featuring information in the fields of finance and investment |
| NOT AVAILABLE | "PREMIER" OR "WEALTH" |
| Goods and Services | software as a service (SaaS) featuring software for use in account opening, maintenance, instructions in the fields of finance and investment; providing a web site featuring technology that guides users through the alternative investment process; software as a service (SaaS) featuring software for use in facilitating and administering banking, payment by credit card, debit card, or payment card, automatic teller machine services, stored value card services, electronic funds transfer services, electronic payment services, electronic processing and transmission of bill payment data, cash disbursement services, transaction authentication services, routing, authorization and settlement services, digital wallet services, and fraud detection and control services |
| 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 | Friday, June 25, 2021 |
| Primary Code | 036 |
| First Use Anywhere Date | Wednesday, March 31, 2021 |
| First Use In Commerce Date | Wednesday, March 31, 2021 |
| 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 | 6 - Active |
| Class Status Date | Friday, June 25, 2021 |
| Primary Code | 042 |
| First Use Anywhere Date | Wednesday, March 31, 2021 |
| First Use In Commerce Date | Wednesday, March 31, 2021 |
| Party Name | Pacific Premier Bank |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 99 - Other |
| Address | Irvine, CA 92614 |
| Party Name | Pacific Premier Bank |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 99 - Other |
| Address | Irvine, CA 92614 |
| Party Name | Pacific Premier Bank |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 99 - Other |
| Address | Irvine, CA 92614 |
| Event Date | Event Description |
| Thursday, March 25, 2021 | NEW APPLICATION ENTERED |
| Tuesday, October 26, 2021 | NON-FINAL ACTION E-MAILED |
| Friday, June 25, 2021 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Tuesday, October 26, 2021 | ASSIGNED TO EXAMINER |
| Tuesday, October 26, 2021 | NON-FINAL ACTION WRITTEN |
| Tuesday, October 26, 2021 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Wednesday, April 13, 2022 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Wednesday, April 13, 2022 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Wednesday, April 13, 2022 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Wednesday, April 13, 2022 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Wednesday, April 27, 2022 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Tuesday, May 17, 2022 | PUBLISHED FOR OPPOSITION |
| Tuesday, May 17, 2022 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Thursday, January 12, 2023 | SOU TEAS EXTENSION RECEIVED |
| Thursday, January 12, 2023 | SOU EXTENSION 1 FILED |
| Thursday, January 12, 2023 | SOU EXTENSION 1 GRANTED |
| Tuesday, July 12, 2022 | NOA E-MAILED - SOU REQUIRED FROM APPLICANT |
| Monday, October 17, 2022 | ASSIGNED TO EXAMINER |
| Saturday, January 14, 2023 | NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED |
| Tuesday, July 11, 2023 | SOU EXTENSION 2 FILED |
| Tuesday, July 11, 2023 | SOU TEAS EXTENSION RECEIVED |
| Tuesday, July 11, 2023 | SOU EXTENSION 2 GRANTED |
| Wednesday, January 3, 2024 | SOU TEAS EXTENSION RECEIVED |
| Thursday, July 13, 2023 | NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED |
| Wednesday, January 3, 2024 | SOU EXTENSION 3 FILED |
| Monday, January 22, 2024 | SOU EXTENSION 3 GRANTED |
| Monday, January 22, 2024 | CASE ASSIGNED TO INTENT TO USE PARALEGAL |
| Tuesday, January 23, 2024 | NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED |
| Friday, July 12, 2024 | SOU TEAS EXTENSION RECEIVED |
| Friday, July 12, 2024 | NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED |
| Friday, July 12, 2024 | SOU EXTENSION 4 GRANTED |
| Friday, July 12, 2024 | SOU EXTENSION 4 FILED |
| Wednesday, December 18, 2024 | USE AMENDMENT FILED |
| Wednesday, December 18, 2024 | TEAS STATEMENT OF USE RECEIVED |
| Thursday, December 26, 2024 | STATEMENT OF USE PROCESSING COMPLETE |
| Tuesday, January 7, 2025 | ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED |
| Tuesday, January 7, 2025 | NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED |
| Tuesday, January 28, 2025 | REGISTERED-PRINCIPAL REGISTER |
| Tuesday, January 28, 2025 | NOTICE OF REGISTRATION CONFIRMATION EMAILED |