SHADE TREE ADVISORS Trademark

Trademark Overview


On Wednesday, October 25, 2017, a trademark application was filed for SHADE TREE ADVISORS with the United States Patent and Trademark Office. The USPTO has given the SHADE TREE ADVISORS trademark a serial number of 87658834. The federal status of this trademark filing is SECTION 8 & 15 - ACCEPTED AND ACKNOWLEDGED as of Thursday, May 2, 2024. This trademark is owned by Shade Tree Advisors LLC. The SHADE TREE ADVISORS trademark is filed in the Advertising, Business and Retail Services and Insurance & Financial Services categories with the following description:

financial planning services, namely, bill payment services, financial advice for retirement, investment advice, investment management; philanthropic planning services, namely, financial planning in the field of charitable giving; financial planning services, namely, charitable planning in the nature of developing and managing charitable giving programs on behalf of wealthy individuals or families; estate planning for wealthy families, individuals, and their related entities

family office services, namely, bookkeeping, tax preparation services, tax planning services, and financial record keeping for wealthy families and their related entities
shade tree advisors

General Information


Serial Number87658834
Word MarkSHADE TREE ADVISORS
Filing DateWednesday, October 25, 2017
Status702 - SECTION 8 & 15 - ACCEPTED AND ACKNOWLEDGED
Status DateThursday, May 2, 2024
Registration Number5533632
Registration DateTuesday, August 7, 2018
Mark Drawing4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateTuesday, May 22, 2018

Trademark Statements


Goods and Servicesfinancial planning services, namely, bill payment services, financial advice for retirement, investment advice, investment management; philanthropic planning services, namely, financial planning in the field of charitable giving; financial planning services, namely, charitable planning in the nature of developing and managing charitable giving programs on behalf of wealthy individuals or families; estate planning for wealthy families, individuals, and their related entities
Goods and Servicesfamily office services, namely, bookkeeping, tax preparation services, tax planning services, and financial record keeping for wealthy families and their related entities
NOT AVAILABLE"ADVISORS"

Classification Information


International Class035 - Advertising; business management; business administration; office functions.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateFriday, November 3, 2017
Primary Code035
First Use Anywhere DateThursday, November 2, 2017
First Use In Commerce DateThursday, November 2, 2017

International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateFriday, November 3, 2017
Primary Code036
First Use Anywhere DateThursday, November 2, 2017
First Use In Commerce DateThursday, November 2, 2017

Trademark Owner History


Party NameShade Tree Advisors LLC
Party Type30 - Original Registrant
Legal Entity Type16 - Limited Liability Company
AddressSaratoga Springs, NY 12866

Party NameShade Tree Advisors LLC
Party Type20 - Owner at Publication
Legal Entity Type16 - Limited Liability Company
AddressSaratoga Springs, NY 12866

Party NameShade Tree Advisors LLC
Party Type10 - Original Applicant
Legal Entity Type16 - Limited Liability Company
AddressSaratoga Springs, NY 12866

Trademark Events


Event DateEvent Description
Saturday, October 28, 2017NEW APPLICATION ENTERED
Friday, November 3, 2017NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Monday, February 5, 2018ASSIGNED TO EXAMINER
Monday, February 5, 2018NON-FINAL ACTION WRITTEN
Monday, February 5, 2018NON-FINAL ACTION E-MAILED
Monday, February 5, 2018NOTIFICATION OF NON-FINAL ACTION E-MAILED
Friday, March 9, 2018TEAS AMENDMENT OF USE RECEIVED
Friday, March 9, 2018TEAS CHANGE OF CORRESPONDENCE RECEIVED
Friday, March 9, 2018TEAS RESPONSE TO OFFICE ACTION RECEIVED
Friday, March 9, 2018CORRESPONDENCE RECEIVED IN LAW OFFICE
Friday, March 9, 2018TEAS/EMAIL CORRESPONDENCE ENTERED
Saturday, March 10, 2018USE AMENDMENT FILED
Saturday, March 10, 2018AMENDMENT TO USE PROCESSING COMPLETE
Thursday, April 19, 2018USE AMENDMENT ACCEPTED
Thursday, April 19, 2018APPROVED FOR PUB - PRINCIPAL REGISTER
Friday, April 20, 2018NOTICE OF ACCEPTANCE OF AMENDMENT TO ALLEGE USE E-MAILED
Wednesday, May 2, 2018NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Tuesday, May 22, 2018PUBLISHED FOR OPPOSITION
Tuesday, May 22, 2018OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Tuesday, August 7, 2018REGISTERED-PRINCIPAL REGISTER
Monday, August 7, 2023COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
Wednesday, November 1, 2023TEAS SECTION 8 & 15 RECEIVED
Thursday, May 2, 2024CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Thursday, May 2, 2024REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
Thursday, May 2, 2024NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED