ROUND TABLE WEALTH MANAGEMENT Trademark

Trademark Overview


On Thursday, July 23, 2015, a trademark application was filed for ROUND TABLE WEALTH MANAGEMENT with the United States Patent and Trademark Office. The USPTO has given the ROUND TABLE WEALTH MANAGEMENT trademark a serial number of 86702844. The federal status of this trademark filing is REGISTERED as of Tuesday, May 12, 2020. This trademark is owned by Round Table Services, LLC. The ROUND TABLE WEALTH MANAGEMENT trademark is filed in the Insurance & Financial Services category with the following description:

Financial services, namely, wealth management services; investment management; financial investment brokerage services; financial planning; financial advisory and consultancy services; capital investment
round table wealth management

General Information


Serial Number86702844
Word MarkROUND TABLE WEALTH MANAGEMENT
Filing DateThursday, July 23, 2015
Status700 - REGISTERED
Status DateTuesday, May 12, 2020
Registration Number6050450
Registration DateTuesday, May 12, 2020
Mark Drawing3000 - Illustration: Drawing or design which also includes word(s) / letter(s) / number(s)
Published for Opposition DateTuesday, February 25, 2020

Trademark Statements


Description of MarkThe mark consists of a circular logo made of intersecting ellipses above the expression "ROUND TABLE" which appears atop the expression "WEALTH MANAGEMENT".
Goods and ServicesFinancial services, namely, wealth management services; investment management; financial investment brokerage services; financial planning; financial advisory and consultancy services; capital investment
Indication of Colors claimedColor is not claimed as a feature of the mark.
Disclaimer with Predetermined Text"WEALTH MANAGEMENT"

Classification Information


International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateThursday, July 30, 2015
Primary Code036
First Use Anywhere DateFriday, December 5, 2014
First Use In Commerce DateFriday, December 5, 2014

Trademark Owner History


Party NameCERITY PARTNERS LLC
Party Type31 - New Owner After Registration
Legal Entity Type16 - Limited Liability Company
AddressNEW YORK, NY 10016

Party NameRound Table Services, LLC
Party Type30 - Original Registrant
Legal Entity Type16 - Limited Liability Company
AddressWestfield, NJ 07090

Party NameRound Table Services, LLC
Party Type20 - Owner at Publication
Legal Entity Type16 - Limited Liability Company
AddressWestfield, NJ 07090

Party NameRound Table Services, LLC
Party Type10 - Original Applicant
Legal Entity Type16 - Limited Liability Company
AddressWestfield, NJ 07090

Trademark Events


Event DateEvent Description
Thursday, August 10, 2023TEAS CHANGE OF CORRESPONDENCE RECEIVED
Thursday, August 10, 2023ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Thursday, August 10, 2023TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Thursday, August 10, 2023APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
Thursday, August 10, 2023TEAS CHANGE OF OWNER ADDRESS RECEIVED
Wednesday, July 19, 2023AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
Tuesday, May 12, 2020REGISTERED-PRINCIPAL REGISTER
Tuesday, February 25, 2020OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Tuesday, February 25, 2020PUBLISHED FOR OPPOSITION
Wednesday, February 5, 2020NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Tuesday, January 21, 2020APPROVED FOR PUB - PRINCIPAL REGISTER
Tuesday, January 21, 2020EXAMINER'S AMENDMENT ENTERED
Tuesday, January 21, 2020NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
Tuesday, January 21, 2020EXAMINERS AMENDMENT E-MAILED
Tuesday, January 21, 2020EXAMINERS AMENDMENT -WRITTEN
Wednesday, January 8, 2020NOTIFICATION OF FINAL REFUSAL EMAILED
Wednesday, January 8, 2020FINAL REFUSAL E-MAILED
Wednesday, January 8, 2020FINAL REFUSAL WRITTEN
Monday, December 23, 2019SUSPENSION CHECKED ¿ TO ATTORNEY FOR ACTION
Monday, December 23, 2019ASSIGNED TO LIE
Wednesday, June 5, 2019REPORT COMPLETED SUSPENSION CHECK CASE STILL SUSPENDED
Tuesday, November 13, 2018REPORT COMPLETED SUSPENSION CHECK CASE STILL SUSPENDED
Thursday, May 3, 2018REPORT COMPLETED SUSPENSION CHECK CASE STILL SUSPENDED
Wednesday, November 1, 2017REPORT COMPLETED SUSPENSION CHECK CASE STILL SUSPENDED
Wednesday, April 26, 2017REPORT COMPLETED SUSPENSION CHECK CASE STILL SUSPENDED
Thursday, October 13, 2016REPORT COMPLETED SUSPENSION CHECK CASE STILL SUSPENDED
Friday, October 7, 2016ASSIGNED TO LIE
Monday, March 28, 2016NOTIFICATION OF LETTER OF SUSPENSION E-MAILED
Monday, March 28, 2016LETTER OF SUSPENSION E-MAILED
Monday, March 28, 2016SUSPENSION LETTER WRITTEN
Wednesday, March 9, 2016TEAS/EMAIL CORRESPONDENCE ENTERED
Tuesday, March 8, 2016CORRESPONDENCE RECEIVED IN LAW OFFICE
Tuesday, March 8, 2016TEAS RESPONSE TO OFFICE ACTION RECEIVED
Tuesday, November 3, 2015NOTIFICATION OF NON-FINAL ACTION E-MAILED
Tuesday, November 3, 2015NON-FINAL ACTION E-MAILED
Tuesday, November 3, 2015NON-FINAL ACTION WRITTEN
Tuesday, November 3, 2015ASSIGNED TO EXAMINER
Friday, July 31, 2015NOTICE OF DESIGN SEARCH CODE E-MAILED
Thursday, July 30, 2015NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Monday, July 27, 2015NEW APPLICATION ENTERED