| Serial Number | 90513961 |
| Word Mark | SHAKESPEARE WEALTH MANAGEMENT |
| Filing Date | Friday, February 5, 2021 |
| Status | 700 - REGISTERED |
| Status Date | Tuesday, June 14, 2022 |
| Registration Number | 6762019 |
| Registration Date | Tuesday, June 14, 2022 |
| Mark Drawing | 3000 - Illustration: Drawing or design which also includes word(s) / letter(s) / number(s) |
| Published for Opposition Date | Tuesday, January 4, 2022 |
| Description of Mark | The mark consists of the word "SHAKESPEARE" written in cursive with an image of a feather incorporated into the end of the capital letter "S" and the words "WEALTH MANAGEMENT" written below. |
| Goods and Services | Financial services, namely, providing investment management, financial planning, estate planning, insurance planning and review of current policies |
| Goods and Services | Providing business succession planning, tax and taxation planning, advice, information and consulting services; charitable services, namely, developing and managing charitable giving programs on behalf of individuals |
| Disclaimer with Predetermined Text | "WEALTH MANAGEMENT" |
| 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, May 11, 2021 |
| Primary Code | 035 |
| First Use Anywhere Date | Thursday, April 7, 2022 |
| First Use In Commerce Date | Thursday, April 7, 2022 |
| 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 | Monday, November 22, 2021 |
| Primary Code | 036 |
| First Use Anywhere Date | Thursday, April 7, 2022 |
| First Use In Commerce Date | Thursday, April 7, 2022 |
| Party Name | Shakespeare Wealth Management, LLC |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Pewaukee, WI 53072 |
| Party Name | Shakespeare Wealth Management, LLC |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Pewaukee, WI 53072 |
| Party Name | Shakespeare Wealth Management, LLC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Pewaukee, WI 53072 |
| Event Date | Event Description |
| Tuesday, June 14, 2022 | NOTICE OF REGISTRATION CONFIRMATION EMAILED |
| Tuesday, June 14, 2022 | REGISTERED-PRINCIPAL REGISTER |
| Friday, May 13, 2022 | NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED |
| Thursday, May 12, 2022 | ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED |
| Friday, April 22, 2022 | STATEMENT OF USE PROCESSING COMPLETE |
| Monday, April 11, 2022 | USE AMENDMENT FILED |
| Friday, April 22, 2022 | CASE ASSIGNED TO INTENT TO USE PARALEGAL |
| Monday, April 11, 2022 | TEAS STATEMENT OF USE RECEIVED |
| Tuesday, March 1, 2022 | NOA E-MAILED - SOU REQUIRED FROM APPLICANT |
| Tuesday, January 4, 2022 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, January 4, 2022 | PUBLISHED FOR OPPOSITION |
| Wednesday, December 15, 2021 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Wednesday, November 24, 2021 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Monday, November 22, 2021 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Saturday, November 20, 2021 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Saturday, November 20, 2021 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Thursday, September 30, 2021 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Thursday, September 30, 2021 | NON-FINAL ACTION E-MAILED |
| Thursday, September 30, 2021 | NON-FINAL ACTION WRITTEN |
| Sunday, August 29, 2021 | ASSIGNED TO EXAMINER |
| Wednesday, May 12, 2021 | NOTICE OF DESIGN SEARCH CODE E-MAILED |
| Tuesday, May 11, 2021 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED IN TRAM |
| Tuesday, February 9, 2021 | NEW APPLICATION ENTERED IN TRAM |