PANORAMIC - WEALTH ADVISORS - Trademark

Trademark Overview

On Friday, April 10, 2020, a trademark application was filed for PANORAMIC - WEALTH ADVISORS - with the United States Patent and Trademark Office. The USPTO has given the PANORAMIC - WEALTH ADVISORS - trademark a serial number of 88867651. The federal status of this trademark filing is REGISTERED as of Tuesday, October 18, 2022. The PANORAMIC - WEALTH ADVISORS - trademark is filed in the Insurance & Financial Services category with the following description:

Financial advisory and consultancy services; Financial advisory and consultancy services, namely, providing advice regarding investment management, financial planning, and issuance of insurance and annuity products
panoramic - wealth advisors -

General Information

Serial Number88867651
Word MarkPANORAMIC - WEALTH ADVISORS -
Filing DateFriday, April 10, 2020
Status700 - REGISTERED
Status DateTuesday, October 18, 2022
Registration Number6880502
Registration DateTuesday, October 18, 2022
Mark Drawing3000 - Illustration: Drawing or design which also includes word(s) / letter(s) / number(s)
Published for Opposition DateTuesday, May 17, 2022

Trademark Statements

Description of MarkThe mark consists of a geometrical design including four rectangular-shaped components having lower edges in an arced arrangement, each having the colors dark blue, medium blue, light blue, and gray stacked (from top to bottom), with the word PANORAMIC in dark blue below the geometric design, and the characters "-WEALTH ADVISORS -" in gray below the word PANORAMIC.
Goods and ServicesFinancial advisory and consultancy services; Financial advisory and consultancy services, namely, providing advice regarding investment management, financial planning, and issuance of insurance and annuity products
Indication of Colors claimedThe color(s) dark blue, medium blue, light blue, gray is/are claimed as a feature of the mark.
Disclaimer with Predetermined Text"WEALTH ADVISORS"

Classification Information

International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateMonday, April 20, 2020
Primary Code036
First Use Anywhere DateThursday, June 30, 2022
First Use In Commerce DateThursday, June 30, 2022

Trademark Owner History

Party NameNOT AVAILABLE
Party Type30 - Original Registrant
Legal Entity Type01 - Individual
AddressMinnetonka, MN 55305
Party NameNOT AVAILABLE
Party Type20 - Owner at Publication
Legal Entity Type01 - Individual
AddressMinnetonka, MN 55305
Party NameNOT AVAILABLE
Party Type10 - Original Applicant
Legal Entity Type01 - Individual
AddressMinnetonka, MN 55305

Trademark Events

Event DateEvent Description
Tuesday, October 18, 2022NOTICE OF REGISTRATION CONFIRMATION EMAILED
Tuesday, October 18, 2022REGISTERED-PRINCIPAL REGISTER
Friday, September 16, 2022NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
Thursday, September 15, 2022ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
Monday, August 29, 2022STATEMENT OF USE PROCESSING COMPLETE
Monday, August 15, 2022USE AMENDMENT FILED
Monday, August 29, 2022CASE ASSIGNED TO INTENT TO USE PARALEGAL
Monday, August 15, 2022TEAS STATEMENT OF USE RECEIVED
Tuesday, July 12, 2022NOA E-MAILED - SOU REQUIRED FROM APPLICANT
Tuesday, May 17, 2022OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Tuesday, May 17, 2022PUBLISHED FOR OPPOSITION
Wednesday, April 27, 2022NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Wednesday, April 13, 2022APPROVED FOR PUB - PRINCIPAL REGISTER
Thursday, April 7, 2022TEAS/EMAIL CORRESPONDENCE ENTERED
Wednesday, April 6, 2022CORRESPONDENCE RECEIVED IN LAW OFFICE
Wednesday, April 6, 2022TEAS REQUEST FOR RECONSIDERATION RECEIVED
Friday, October 8, 2021NOTIFICATION OF SUBSEQUENT FINAL EMAILED
Friday, October 8, 2021SUBSEQUENT FINAL EMAILED
Friday, October 8, 2021SUBSEQUENT FINAL REFUSAL WRITTEN
Tuesday, September 14, 2021TEAS/EMAIL CORRESPONDENCE ENTERED
Tuesday, September 14, 2021CORRESPONDENCE RECEIVED IN LAW OFFICE
Tuesday, September 14, 2021TEAS REQUEST FOR RECONSIDERATION RECEIVED
Sunday, March 14, 2021NOTIFICATION OF FINAL REFUSAL EMAILED
Sunday, March 14, 2021FINAL REFUSAL E-MAILED
Sunday, March 14, 2021FINAL REFUSAL WRITTEN
Saturday, January 2, 2021TEAS/EMAIL CORRESPONDENCE ENTERED
Thursday, December 31, 2020CORRESPONDENCE RECEIVED IN LAW OFFICE
Thursday, December 31, 2020TEAS RESPONSE TO OFFICE ACTION RECEIVED
Thursday, July 2, 2020NOTIFICATION OF NON-FINAL ACTION E-MAILED
Thursday, July 2, 2020NON-FINAL ACTION E-MAILED
Thursday, July 2, 2020NON-FINAL ACTION WRITTEN
Sunday, June 28, 2020ASSIGNED TO EXAMINER
Tuesday, April 21, 2020NOTICE OF DESIGN SEARCH CODE E-MAILED
Monday, April 20, 2020NEW APPLICATION OFFICE SUPPLIED DATA ENTERED IN TRAM
Tuesday, April 14, 2020NEW APPLICATION ENTERED IN TRAM

Related Keywords

advisors wealth panoramic financial services consultancy advisory issuance insurance products planning annuity regarding