| Serial Number | 77965922 |
| Word Mark | SMART NEST EGG |
| Filing Date | Tuesday, March 23, 2010 |
| Status | 710 - CANCELLED - SECTION 8 |
| Status Date | Friday, September 8, 2017 |
| Registration Number | 3913126 |
| Registration Date | Tuesday, February 1, 2011 |
| Mark Drawing | 3000 - Illustration: Drawing or design which also includes word(s) / letter(s) / number(s) |
| Published for Opposition Date | Tuesday, November 16, 2010 |
| Indication of Colors claimed | Color is not claimed as a feature of the mark. |
| Description of Mark | The mark consists of the wording "SMART NEST EGG" which appears to the left of a design of an egg. Both the wording and the design cast a shadow beneath them. |
| Goods and Services | Providing information, news and commentary in the field of financial, retirement and education expense planning and investment management |
| 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 | Friday, September 8, 2017 |
| Primary Code | 036 |
| First Use Anywhere Date | Friday, February 27, 2009 |
| First Use In Commerce Date | Tuesday, March 10, 2009 |
| Party Name | MONTEREY PRIVATE WEALTH, INC. |
| Party Type | 31 - New Owner After Registration |
| Legal Entity Type | 03 - Corporation |
| Address | MONTEREY, CA 93940 |
| Party Name | Willow Ridge Capital Advisors, Inc. |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 03 - Corporation |
| Address | Monterey, CA 93940 |
| Party Name | Willow Ridge Capital Advisors, Inc. |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 03 - Corporation |
| Address | Monterey, CA 93940 |
| Party Name | Willow Ridge Capital Advisors, Inc. |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 03 - Corporation |
| Address | Monterey, CA 93940 |
| Event Date | Event Description |
| Friday, September 8, 2017 | CANCELLED SEC. 8 (6-YR) |
| Wednesday, September 5, 2012 | AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP |
| Tuesday, February 1, 2011 | REGISTERED-PRINCIPAL REGISTER |
| Tuesday, November 16, 2010 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, November 16, 2010 | PUBLISHED FOR OPPOSITION |
| Tuesday, October 12, 2010 | LAW OFFICE PUBLICATION REVIEW COMPLETED |
| Tuesday, October 12, 2010 | ASSIGNED TO LIE |
| Tuesday, September 28, 2010 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Tuesday, September 28, 2010 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Tuesday, September 28, 2010 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Tuesday, September 28, 2010 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Wednesday, June 30, 2010 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Wednesday, June 30, 2010 | NON-FINAL ACTION E-MAILED |
| Wednesday, June 30, 2010 | NON-FINAL ACTION WRITTEN |
| Wednesday, June 23, 2010 | ASSIGNED TO EXAMINER |
| Saturday, March 27, 2010 | NOTICE OF DESIGN SEARCH CODE MAILED |
| Friday, March 26, 2010 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED IN TRAM |
| Friday, March 26, 2010 | NEW APPLICATION ENTERED IN TRAM |