| Serial Number | 90609631 |
| Word Mark | SETTLESMART |
| Filing Date | Monday, March 29, 2021 |
| Status | 700 - REGISTERED |
| Status Date | Tuesday, May 16, 2023 |
| Registration Number | 7051523 |
| Registration Date | Tuesday, May 16, 2023 |
| Mark Drawing | 4000 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | Tuesday, November 29, 2022 |
| Pseudo Mark | SETTLE SMART |
| Goods and Services | Financial services, namely, wealth management services relating to matrimonial matters, divorce proceedings, and separations; financial planning and investment advisory services relating to matrimonial matters, divorce proceedings, and separations; strategic financial advisory services relating to matrimonial matters, divorce proceedings, and separations; investment management services relating to matrimonial matters, divorce proceedings, and separations |
| 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, July 4, 2021 |
| Primary Code | 036 |
| First Use Anywhere Date | Friday, November 1, 2019 |
| First Use In Commerce Date | Friday, November 1, 2019 |
| Party Name | CI PRIVATE WEALTH, LLC |
| Party Type | 31 - New Owner After Registration |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | MIAMI, FL 33131 |
| Party Name | BALASA DINVERNO FOLTZ LLC |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | ITASCA, IL 60143 |
| Party Name | BALASA DINVERNO FOLTZ LLC |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | ITASCA, IL 60143 |
| Party Name | BALASA DINVERNO FOLTZ LLC |
| Party Type | 11 - New Owner Before Publication |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | ITASCA, IL 60143 |
| Party Name | BALASA DINVERNO FOLTZ LLC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Itasca, IL 60143 |
| Event Date | Event Description |
| Wednesday, June 14, 2023 | AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP |
| Tuesday, May 16, 2023 | NOTICE OF REGISTRATION CONFIRMATION EMAILED |
| Tuesday, May 16, 2023 | REGISTERED-PRINCIPAL REGISTER |
| Sunday, April 9, 2023 | EXTENSION OF TIME TO OPPOSE PROCESS - TERMINATED |
| Thursday, December 8, 2022 | EXTENSION OF TIME TO OPPOSE RECEIVED |
| Tuesday, November 29, 2022 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, November 29, 2022 | PUBLISHED FOR OPPOSITION |
| Wednesday, November 9, 2022 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Thursday, October 27, 2022 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Saturday, September 24, 2022 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Friday, September 23, 2022 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Friday, September 23, 2022 | TEAS REQUEST FOR RECONSIDERATION RECEIVED |
| Friday, April 29, 2022 | NOTIFICATION OF FINAL REFUSAL EMAILED |
| Friday, April 29, 2022 | FINAL REFUSAL E-MAILED |
| Friday, April 29, 2022 | FINAL REFUSAL WRITTEN |
| Wednesday, March 30, 2022 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Tuesday, March 29, 2022 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Tuesday, March 29, 2022 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Friday, February 4, 2022 | AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP |
| Friday, November 12, 2021 | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED |
| Friday, November 12, 2021 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
| Friday, November 12, 2021 | TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS |
| Friday, November 12, 2021 | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |
| Friday, November 12, 2021 | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
| Friday, November 12, 2021 | TEAS CHANGE OF OWNER ADDRESS RECEIVED |
| Monday, November 8, 2021 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Monday, November 8, 2021 | NON-FINAL ACTION E-MAILED |
| Monday, November 8, 2021 | NON-FINAL ACTION WRITTEN |
| Monday, November 8, 2021 | ASSIGNED TO EXAMINER |
| Sunday, July 4, 2021 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Thursday, April 1, 2021 | NEW APPLICATION ENTERED |