| Serial Number | 98329538 |
| Word Mark | PHASES FINANCIAL GROUP |
| Filing Date | Sunday, December 24, 2023 |
| Status | 700 - REGISTERED |
| Status Date | Tuesday, November 19, 2024 |
| Registration Number | 7570379 |
| Registration Date | Tuesday, November 19, 2024 |
| Mark Drawing | 4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | Tuesday, September 3, 2024 |
| Goods and Services | Financial planning, namely, estate planning, investment management, financial asset management, financial planning for educational and 529 college savings plans, financial planning for retirement and 401k management, financial planning for fixed income investments, discount investment brokerage, stock trading, bond trading, ETF securities trading, mutual fund trading |
| NOT AVAILABLE | "FINANCIAL GROUP" |
| 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 | Sunday, December 24, 2023 |
| Primary Code | 036 |
| First Use Anywhere Date | Sunday, December 24, 2023 |
| First Use In Commerce Date | Sunday, December 24, 2023 |
| Party Name | Phases Financial Group, LLC |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Palo Alto, CA 94301 |
| Party Name | Phases Financial Group, LLC |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Palo Alto, CA 94301 |
| Party Name | Phases Financial Group, LLC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Palo Alto, CA 94301 |
| Event Date | Event Description |
| Sunday, December 24, 2023 | NEW APPLICATION ENTERED |
| Sunday, April 7, 2024 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Thursday, July 25, 2024 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Thursday, July 25, 2024 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Thursday, July 25, 2024 | NON-FINAL ACTION E-MAILED |
| Thursday, July 25, 2024 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Thursday, July 25, 2024 | NON-FINAL ACTION WRITTEN |
| Thursday, July 25, 2024 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Monday, July 29, 2024 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Wednesday, August 14, 2024 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Tuesday, September 3, 2024 | PUBLISHED FOR OPPOSITION |
| Tuesday, September 3, 2024 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, November 19, 2024 | REGISTERED-PRINCIPAL REGISTER |
| Tuesday, November 19, 2024 | NOTICE OF REGISTRATION CONFIRMATION EMAILED |
| Wednesday, July 24, 2024 | ASSIGNED TO EXAMINER |