| Serial Number | 97864027 |
| Word Mark | PROVISTA WEALTH ADVISORS |
| Filing Date | Thursday, March 30, 2023 |
| Status | 700 - REGISTERED |
| Status Date | Tuesday, May 28, 2024 |
| Registration Number | 7396727 |
| Registration Date | Tuesday, May 28, 2024 |
| Mark Drawing | 4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | Tuesday, March 12, 2024 |
| Pseudo Mark | PRO VISTA WEALTH ADVISORS |
| Goods and Services | Financial planning; Financial trust planning; Financial planning consultation; Financial planning for retirement; Financial planning and investment advisory services; Financial planning, namely, the creation of personalized strategies to achieve financial independence; Financial retirement plan consulting services; Financial planning and management in the field of investment portfolios; Financial services, namely, planning and administration of transactions involving funds drawn from securities, stocks, funds, equities, bonds, case or other types of financial investments in retirement plans; Estate planning; Estate trust planning; Estate trust management; Financial services, namely, estate planning and estate settlement services; Financial advice relating to tax; Financial services, namely, coordination within individual accounts, of investment portfolio maintenance, trading, rebalancing, and tax management needs; Financial services, namely, planning and consultation related to tax and estate planning, retirement asset management |
| NOT AVAILABLE | "WEALTH ADVISORS" |
| 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 | Saturday, April 22, 2023 |
| Primary Code | 036 |
| First Use Anywhere Date | Wednesday, May 4, 2022 |
| First Use In Commerce Date | Wednesday, May 4, 2022 |
| Party Name | PROVISTA WEALTH ADVISORS, LLC |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Greenville, SC 29601 |
| Party Name | PROVISTA WEALTH ADVISORS, LLC |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Greenville, SC 29601 |
| Party Name | PROVISTA WEALTH ADVISORS, LLC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Greenville, SC 29601 |
| Event Date | Event Description |
| Monday, April 3, 2023 | NEW APPLICATION ENTERED |
| Saturday, April 22, 2023 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Tuesday, December 26, 2023 | ASSIGNED TO EXAMINER |
| Monday, January 8, 2024 | NON-FINAL ACTION WRITTEN |
| Monday, January 8, 2024 | NON-FINAL ACTION E-MAILED |
| Monday, January 8, 2024 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Wednesday, January 17, 2024 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Wednesday, January 17, 2024 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Wednesday, January 17, 2024 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Thursday, February 1, 2024 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Wednesday, February 21, 2024 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Wednesday, February 21, 2024 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Tuesday, March 12, 2024 | PUBLISHED FOR OPPOSITION |
| Tuesday, March 12, 2024 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, May 28, 2024 | REGISTERED-PRINCIPAL REGISTER |
| Tuesday, May 28, 2024 | NOTICE OF REGISTRATION CONFIRMATION EMAILED |