| Serial Number | 97046060 |
| Word Mark | SA SOFER ADVISORS M&A STRATEGY VALUATION |
| Filing Date | Sunday, September 26, 2021 |
| Status | 700 - REGISTERED |
| Status Date | Tuesday, April 25, 2023 |
| Registration Number | 7034015 |
| Registration Date | Tuesday, April 25, 2023 |
| Mark Drawing | 3000 - Illustration: Drawing or design which also includes word(s) / letter(s) / number(s) |
| Published for Opposition Date | Tuesday, February 7, 2023 |
| Description of Mark | The mark consists of a large stylized letter "S" partially overlaying a large stylized letter "A", to right of the stylized letters "SA" appear the words "SOFER ADVISORS M&A STRATEGY VALUATION", where the stylized word "SOFER" appears above the word "ADVISORS" , and beneath the word "ADVISORS" appear the words "M&A STRATEGY VALUATION" vertically aligned wherein a straight vertical line separator appears in between each of the vertically aligned words. |
| Goods and Services | Business brokerage services and related consulting pertaining to business sales, mergers, acquisitions and business valuations; Business, stock option and pension valuation services; Financial advisory and consultancy services; Financial consulting and advising in the field of mergers and acquisitions; Providing information, commentary and advice in the field of finance, financial investments and financial valuations |
| Goods and Services | Business appraisals; Business appraisals and evaluations in business matters; Business succession planning; Tax and taxation planning, advice, information and consultancy services |
| Disclaimer with Predetermined Text | "ADVISORS", "M&A", "STRATEGY", "VALUATION" |
| International Class | 035 - Advertising; business management; business administration; office functions. |
| US Class Codes | 100, 101, 102 |
| Class Status Code | 6 - Active |
| Class Status Date | Tuesday, October 26, 2021 |
| Primary Code | 035 |
| First Use Anywhere Date | Saturday, February 23, 2019 |
| First Use In Commerce Date | Saturday, February 23, 2019 |
| 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, October 26, 2021 |
| Primary Code | 036 |
| First Use Anywhere Date | Saturday, February 23, 2019 |
| First Use In Commerce Date | Saturday, February 23, 2019 |
| Party Name | Sofer Advisors, LLC |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Suwanee, GA 30024 |
| Party Name | Sofer Advisors, LLC |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Suwanee, GA 30024 |
| Party Name | Sofer Advisors, LLC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Suwanee, GA 30024 |
| Event Date | Event Description |
| Tuesday, April 25, 2023 | NOTICE OF REGISTRATION CONFIRMATION EMAILED |
| Tuesday, April 25, 2023 | REGISTERED-PRINCIPAL REGISTER |
| Tuesday, February 7, 2023 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, February 7, 2023 | PUBLISHED FOR OPPOSITION |
| Wednesday, January 18, 2023 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Thursday, January 5, 2023 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Saturday, December 17, 2022 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Friday, December 16, 2022 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Friday, December 16, 2022 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Thursday, July 21, 2022 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Thursday, July 21, 2022 | NON-FINAL ACTION E-MAILED |
| Thursday, July 21, 2022 | NON-FINAL ACTION WRITTEN |
| Tuesday, June 28, 2022 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Tuesday, June 28, 2022 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Tuesday, June 28, 2022 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Tuesday, June 28, 2022 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Tuesday, June 28, 2022 | NON-FINAL ACTION E-MAILED |
| Tuesday, June 28, 2022 | NON-FINAL ACTION WRITTEN |
| Monday, June 27, 2022 | ASSIGNED TO EXAMINER |
| Wednesday, October 27, 2021 | NOTICE OF DESIGN SEARCH CODE E-MAILED |
| Tuesday, October 26, 2021 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Wednesday, September 29, 2021 | NEW APPLICATION ENTERED |