| Serial Number | 85784655 |
| Word Mark | SEVEN POST INVESTMENT OFFICE |
| Filing Date | Tuesday, November 20, 2012 |
| Status | 800 - REGISTERED AND RENEWED |
| Status Date | Friday, February 2, 2024 |
| Registration Number | 4473624 |
| Registration Date | Tuesday, January 28, 2014 |
| Mark Drawing | 4000 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | Tuesday, November 12, 2013 |
| Goods and Services | Financial services, namely, wealth management services for private and institutional clients; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others; Financial asset management; Financial trust planning; Estate trust planning; Estate trust management; Financial planning services; Financial planning for retirement; Corporate finance services, namely, consultation in the field of asset sales; Corporate finance services, namely, consultation in the field of capital structure; Financial risk management; Financial and investment services, namely, management in the fields of stocks, bonds, options, commodities, futures and other securities; Financial services, namely, coordination of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; Real estate investment services; Management of private equity funds; Private equity consultant services; Private equity fund investment services; Wealth analysis services, namely, identifying investment objectives, providing financial due diligence, conducting financial research, and compiling and analyzing statistics, data and other sources of information for wealth management purposes; Providing information and advice in the field of finance, financial investments and financial valuation; Financial services, namely, investment fund transfer and transaction services; Financial portfolio management; financial portfolio analysis services; Financial consulting services in the field of planned giving on behalf of private and institutional clients |
| Disclaimer with Predetermined Text | "INVESTMENT OFFICE" |
| 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 | Friday, November 30, 2012 |
| Primary Code | 036 |
| First Use Anywhere Date | Friday, September 2, 2011 |
| First Use In Commerce Date | Friday, September 2, 2011 |
| Party Name | Blackoak GP, LLC |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | San Francisco, CA 94104 |
| Party Name | Blackoak GP, LLC |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | San Francisco, CA 94104 |
| Party Name | Blackoak GP, LLC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | San Francisco, CA 94104 |
| Event Date | Event Description |
| Friday, February 2, 2024 | NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED |
| Friday, February 2, 2024 | REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS) |
| Friday, February 2, 2024 | REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED |
| Friday, February 2, 2024 | CASE ASSIGNED TO POST REGISTRATION PARALEGAL |
| Monday, August 7, 2023 | TEAS SECTION 8 & 9 RECEIVED |
| Saturday, January 28, 2023 | COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED |
| Tuesday, October 27, 2020 | NOTICE OF ACCEPTANCE OF SEC. 8 - E-MAILED |
| Tuesday, October 27, 2020 | REGISTERED - SEC. 8 (6-YR) ACCEPTED |
| Tuesday, October 27, 2020 | CASE ASSIGNED TO POST REGISTRATION PARALEGAL |
| Tuesday, July 28, 2020 | TEAS SECTION 8 RECEIVED |
| Monday, January 28, 2019 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED |
| Tuesday, March 13, 2018 | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |
| Tuesday, March 13, 2018 | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
| Friday, March 4, 2016 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
| Saturday, August 2, 2014 | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |
| Saturday, August 2, 2014 | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
| Tuesday, January 28, 2014 | REGISTERED-PRINCIPAL REGISTER |
| Tuesday, November 12, 2013 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, November 12, 2013 | PUBLISHED FOR OPPOSITION |
| Friday, November 1, 2013 | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |
| Friday, November 1, 2013 | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
| Wednesday, October 23, 2013 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Monday, October 7, 2013 | LAW OFFICE PUBLICATION REVIEW COMPLETED |
| Saturday, September 28, 2013 | ASSIGNED TO LIE |
| Wednesday, September 18, 2013 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Wednesday, September 18, 2013 | EXAMINER'S AMENDMENT ENTERED |
| Wednesday, September 18, 2013 | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED |
| Wednesday, September 18, 2013 | EXAMINERS AMENDMENT E-MAILED |
| Wednesday, September 18, 2013 | EXAMINERS AMENDMENT -WRITTEN |
| Wednesday, March 20, 2013 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Wednesday, March 20, 2013 | NON-FINAL ACTION E-MAILED |
| Wednesday, March 20, 2013 | NON-FINAL ACTION WRITTEN |
| Wednesday, March 13, 2013 | ASSIGNED TO EXAMINER |
| Friday, November 30, 2012 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Friday, November 23, 2012 | NEW APPLICATION ENTERED |