SILVERTREE SPECIAL NEEDS PLANNING Trademark

Trademark Overview


On Tuesday, April 14, 2015, a trademark application was filed for SILVERTREE SPECIAL NEEDS PLANNING with the United States Patent and Trademark Office. The USPTO has given the SILVERTREE SPECIAL NEEDS PLANNING trademark a serial number of 86597511. The federal status of this trademark filing is CANCELLED - SECTION 8 as of Friday, June 17, 2022. This trademark is owned by SilverTree Financial, LLC. The SILVERTREE SPECIAL NEEDS PLANNING trademark is filed in the Insurance & Financial Services category with the following description:

Brokerage in the field of disability income insurance, long term care insurance, annuities and life insurance; Estate planning; Estate trust planning; Financial asset management; Financial planning and investment advisory services; Financial planning for retirement; Financial planning, namely, special needs financial planning; Financial risk management; Financial services, namely, providing an investment option available for variable annuity and variable life insurance products; Financial services, namely, wealth management services; Financial trust planning; Providing financial services with respect to securities and other financial instruments and products, namely, trading of and investments in securities and financial instruments and products for others
silvertree special needs planning

General Information


Serial Number86597511
Word MarkSILVERTREE SPECIAL NEEDS PLANNING
Filing DateTuesday, April 14, 2015
Status710 - CANCELLED - SECTION 8
Status DateFriday, June 17, 2022
Registration Number4862764
Registration DateTuesday, December 1, 2015
Mark Drawing3000 - Illustration: Drawing or design which also includes word(s) / letter(s) / number(s)
Published for Opposition DateTuesday, September 15, 2015

Trademark Statements


Description of MarkThe mark consists of the words "SILVERTREE SPECIAL NEEDS PLANNING" and a design comprising a person with arms raised, a five point star, a heart and an arch.
Pseudo MarkSILVER TREE SPECIAL NEEDS PLANNING
Goods and ServicesBrokerage in the field of disability income insurance, long term care insurance, annuities and life insurance; Estate planning; Estate trust planning; Financial asset management; Financial planning and investment advisory services; Financial planning for retirement; Financial planning, namely, special needs financial planning; Financial risk management; Financial services, namely, providing an investment option available for variable annuity and variable life insurance products; Financial services, namely, wealth management services; Financial trust planning; Providing financial services with respect to securities and other financial instruments and products, namely, trading of and investments in securities and financial instruments and products for others
Indication of Colors claimedColor is not claimed as a feature of the mark.
Disclaimer with Predetermined Text"SPECIAL NEEDS PLANNING"

Classification Information


International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code2 - Sec. 8 - Entire Registration
Class Status DateFriday, June 17, 2022
Primary Code036
First Use Anywhere DateThursday, August 11, 2011
First Use In Commerce DateThursday, August 11, 2011

Trademark Owner History


Party NameSilverTree Financial, LLC
Party Type30 - Original Registrant
Legal Entity Type16 - Limited Liability Company
AddressScottsdale, AZ 85254

Party NameSilverTree Financial, LLC
Party Type20 - Owner at Publication
Legal Entity Type16 - Limited Liability Company
AddressScottsdale, AZ 85254

Party NameSilverTree Financial, LLC
Party Type10 - Original Applicant
Legal Entity Type16 - Limited Liability Company
AddressScottsdale, AZ 85254

Trademark Events


Event DateEvent Description
Friday, June 17, 2022CANCELLED SEC. 8 (6-YR)
Tuesday, December 1, 2020COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
Tuesday, December 1, 2015REGISTERED-PRINCIPAL REGISTER
Tuesday, September 15, 2015OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Tuesday, September 15, 2015PUBLISHED FOR OPPOSITION
Wednesday, August 26, 2015NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Monday, August 10, 2015LAW OFFICE PUBLICATION REVIEW COMPLETED
Monday, August 10, 2015ASSIGNED TO LIE
Monday, July 27, 2015APPROVED FOR PUB - PRINCIPAL REGISTER
Monday, July 27, 2015EXAMINER'S AMENDMENT ENTERED
Monday, July 27, 2015NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
Monday, July 27, 2015EXAMINERS AMENDMENT E-MAILED
Monday, July 27, 2015EXAMINERS AMENDMENT -WRITTEN
Wednesday, July 22, 2015ASSIGNED TO EXAMINER
Thursday, April 23, 2015NOTICE OF DESIGN SEARCH CODE E-MAILED
Wednesday, April 22, 2015NEW APPLICATION OFFICE SUPPLIED DATA ENTERED IN TRAM
Friday, April 17, 2015NEW APPLICATION ENTERED IN TRAM