| Serial Number | 97653176 |
| Word Mark | PERFORMANCE TRUST CAPITAL PARTNERS |
| Filing Date | Friday, October 28, 2022 |
| Status | 700 - REGISTERED |
| Status Date | Tuesday, February 27, 2024 |
| Registration Number | 7313814 |
| Registration Date | Tuesday, February 27, 2024 |
| Mark Drawing | 3000 - Illustration: Drawing or design which also includes word(s) / letter(s) / number(s) |
| Published for Opposition Date | Tuesday, December 12, 2023 |
| Goods and Services | Education services, namely, providing educational courses, conferences, programs, and workshops on financial planning and investment trusts |
| Description of Mark | The mark consists of a design element consisting of three superimposed geometric shapes filled with different gradients. There is a trapezoid on the left, a downward facing triangle in the middle, and a trapezoid on the right. Together, the shapes direct upward and meet at the apex to create an inverted "V" shaped design. Below the design element are two lines of stylized words. The first line below the design element contains the stylized words "Performance Trust" in capital letters. The second line below the design element contains the stylized words "Capital Partners" in capital letters. |
| Goods and Services | Financial services, namely, investment advisory services, financial analysis and consultation; securities brokerage, namely, securities broker-dealer services |
| Indication of Colors claimed | Color is not claimed as a feature of the mark. |
| Disclaimer with Predetermined Text | "TRUST CAPITAL PARTNERS" |
| Goods and Services | Software as a service (SAAS), namely, hosted software for the use and administration of analysis and consultation for investing, managing, tracking, and providing financial statistics and assessments for businesses |
| 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 | Tuesday, November 15, 2022 |
| Primary Code | 036 |
| First Use Anywhere Date | Tuesday, March 17, 2020 |
| First Use In Commerce Date | Tuesday, March 17, 2020 |
| International Class | 041 - Education; providing of training; entertainment; sporting and cultural activities. |
| US Class Codes | 100, 101, 107 |
| Class Status Code | 6 - Active |
| Class Status Date | Tuesday, November 15, 2022 |
| Primary Code | 041 |
| First Use Anywhere Date | Tuesday, March 17, 2020 |
| First Use In Commerce Date | Tuesday, March 17, 2020 |
| 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 | Tuesday, November 15, 2022 |
| Primary Code | 042 |
| First Use Anywhere Date | Tuesday, March 17, 2020 |
| First Use In Commerce Date | Tuesday, March 17, 2020 |
| Party Name | PT Financial Companies LLC |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Chicago, IL 60661 |
| Party Name | PT Financial Companies LLC |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Chicago, IL 60661 |
| Party Name | PT Financial Companies LLC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Chicago, IL 60661 |
| Event Date | Event Description |
| Tuesday, February 27, 2024 | NOTICE OF REGISTRATION CONFIRMATION EMAILED |
| Tuesday, February 27, 2024 | REGISTERED-PRINCIPAL REGISTER |
| Tuesday, December 12, 2023 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, December 12, 2023 | PUBLISHED FOR OPPOSITION |
| Wednesday, November 22, 2023 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Tuesday, November 7, 2023 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Tuesday, November 7, 2023 | EXAMINER'S AMENDMENT ENTERED |
| Tuesday, November 7, 2023 | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED |
| Tuesday, November 7, 2023 | EXAMINERS AMENDMENT E-MAILED |
| Tuesday, November 7, 2023 | EXAMINERS AMENDMENT -WRITTEN |
| Wednesday, August 23, 2023 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Wednesday, August 23, 2023 | NON-FINAL ACTION E-MAILED |
| Wednesday, August 23, 2023 | NON-FINAL ACTION WRITTEN |
| Friday, August 11, 2023 | ASSIGNED TO EXAMINER |
| Wednesday, November 16, 2022 | NOTICE OF DESIGN SEARCH CODE E-MAILED |
| Tuesday, November 15, 2022 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Tuesday, November 1, 2022 | NEW APPLICATION ENTERED |