| Serial Number | 77899023 |
| Word Mark | SHERPA FINANCIAL GROUP YOUR JOURNEY. YOUR LEGACY. |
| Filing Date | Tuesday, December 22, 2009 |
| Status | 710 - CANCELLED - SECTION 8 |
| Status Date | Thursday, November 30, 2017 |
| Registration Number | 3837231 |
| Registration Date | Tuesday, August 24, 2010 |
| Mark Drawing | 3000 - Illustration: Drawing or design which also includes word(s) / letter(s) / number(s) |
| Published for Opposition Date | Tuesday, June 8, 2010 |
| Indication of Colors claimed | The color(s) Blue, Green, White is/are claimed as a feature of the mark. |
| Disclaimer with Predetermined Text | "FINANCIAL GROUP" |
| Description of Mark | The mark consists of green outline of mountain range with the lower case word "SHERPA" in blue below. Underneath "SHERPA" the words "FINANCIAL GROUP" in upper case in green. Thin blue underline with "YOUR JOURNEY. YOUR LEGACY." in blue italics. All with a white background. |
| Goods and Services | Financial administration of retirement plans; Financial advisory and consultancy services; Financial analysis and consultation; Financial and investment services, namely, management and brokerage in the fields of stocks, bonds, options, commodities, futures and other securities, and the investment of funds of others; Financial asset management; Financial consultancy and insurance consultancy; Financial investment brokerage; Financial planning; Financial planning and investment advisory services; Financial planning consultation; Financial planning for retirement; Financial planning services, namely, developing and managing charitable giving programs on behalf of wealthy individuals or families; Financial planning, namely, the creation of personalized strategies to achieve financial independence; Financial portfolio analysis services; Financial portfolio management; Financial risk management; Financial risk management consultation; Financial services in the nature of an investment security; Financial services, namely, a total portfolio offering for high net worth clients consisting of both separate accounts and mutual funds for equity and fixed income investments; Financial services, namely, administration of transactions involving funds drawn from securities, stocks, funds, equities, bonds, cash, or other types of financial investments in retirement plans using a check or negotiable order of withdrawal over a global data network; Financial services, namely, administration of transactions involving funds drawn from securities, stocks, funds, equities, bonds, cash, or other types of financial investments in retirement plans using a credit or debit card over a global data network; Financial services, namely, assisting others with the completion of financial transactions for stocks, bonds, securities and equities; Financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; Financial services, namely, investment fund transfer and transaction services |
| International Class | 036 - Insurance; financial affairs; monetary affairs; real estate affairs. |
| US Class Codes | 100, 101, 102 |
| Class Status Code | 2 - Sec. 8 - Entire Registration |
| Class Status Date | Thursday, November 30, 2017 |
| Primary Code | 036 |
| First Use Anywhere Date | Thursday, November 30, 2006 |
| First Use In Commerce Date | Thursday, November 30, 2006 |
| Party Name | Fitzgerald Charlier |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Fishers, IN 46038 |
| Party Name | Fitzgerald Charlier |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Fishers, IN 46038 |
| Party Name | Fitzgerald Charlier |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Fishers, IN 46038 |
| Event Date | Event Description |
| Thursday, November 30, 2017 | CANCELLED SEC. 8 (6-YR) |
| Monday, December 14, 2015 | POST REGISTRATION ACTION MAILED - SEC. 8 & 15 |
| Wednesday, December 9, 2015 | CASE ASSIGNED TO POST REGISTRATION PARALEGAL |
| Wednesday, October 14, 2015 | TEAS SECTION 8 & 15 RECEIVED |
| Wednesday, October 14, 2015 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
| Monday, August 24, 2015 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED |
| Tuesday, August 24, 2010 | REGISTERED-PRINCIPAL REGISTER |
| Tuesday, June 8, 2010 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, June 8, 2010 | PUBLISHED FOR OPPOSITION |
| Tuesday, May 4, 2010 | LAW OFFICE PUBLICATION REVIEW COMPLETED |
| Tuesday, May 4, 2010 | ASSIGNED TO LIE |
| Thursday, April 22, 2010 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Thursday, April 1, 2010 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Thursday, April 1, 2010 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Thursday, April 1, 2010 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Monday, March 29, 2010 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Monday, March 29, 2010 | NON-FINAL ACTION E-MAILED |
| Monday, March 29, 2010 | NON-FINAL ACTION WRITTEN |
| Monday, March 22, 2010 | ASSIGNED TO EXAMINER |
| Thursday, December 31, 2009 | NOTICE OF DESIGN SEARCH CODE MAILED |
| Wednesday, December 30, 2009 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED IN TRAM |
| Friday, December 25, 2009 | NEW APPLICATION ENTERED IN TRAM |