| Serial Number | 87574823 |
| Word Mark | SOCRATIC |
| Filing Date | Friday, August 18, 2017 |
| Status | 702 - SECTION 8 & 15 - ACCEPTED AND ACKNOWLEDGED |
| Status Date | Thursday, October 26, 2023 |
| Registration Number | 5423388 |
| Registration Date | Tuesday, March 13, 2018 |
| Mark Drawing | 4000 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | Tuesday, December 26, 2017 |
| Amendment to a Registration/Renewal Certificate | The drawing is amended to appear as follows: SOCRATIC, And, In the statement, lines 10-11, is deleted. |
| Goods and Services | Financial planning and investment advisory services; Consulting and information concerning insurance; Financial services, namely, wealth management services |
| 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 | Thursday, August 24, 2017 |
| Primary Code | 036 |
| First Use Anywhere Date | Thursday, August 3, 2017 |
| First Use In Commerce Date | Thursday, August 3, 2017 |
| Party Name | SOCRATIC BETTER WEALTH, LLC |
| Party Type | 31 - New Owner After Registration |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | RALEIGH, NC 27612 |
| Party Name | Socratic Wealth Advisors, LLC |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Raleigh, NC 27606 |
| Party Name | Socratic Wealth Advisors, LLC |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Raleigh, NC 27606 |
| Party Name | Socratic Wealth Advisors, LLC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Raleigh, NC 27606 |
| Event Date | Event Description |
| Thursday, October 26, 2023 | NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED |
| Thursday, October 26, 2023 | REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK. |
| Thursday, October 26, 2023 | CASE ASSIGNED TO POST REGISTRATION PARALEGAL |
| Thursday, April 27, 2023 | TEAS SECTION 8 & 15 RECEIVED |
| Monday, March 13, 2023 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED |
| Thursday, February 24, 2022 | AMENDMENT UNDER SECTION 7 ¿ PROCESSED |
| Tuesday, October 12, 2021 | TEAS RESPONSE TO OFFICE ACTION-POST REG RECEIVED |
| Tuesday, October 12, 2021 | POST REGISTRATION ACTION MAILED - SEC. 7 |
| Tuesday, October 12, 2021 | CASE ASSIGNED TO POST REGISTRATION PARALEGAL |
| Thursday, May 13, 2021 | TEAS SECTION 7 REQUEST RECEIVED |
| Wednesday, May 12, 2021 | AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP |
| Tuesday, March 13, 2018 | REGISTERED-PRINCIPAL REGISTER |
| Tuesday, December 26, 2017 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, December 26, 2017 | PUBLISHED FOR OPPOSITION |
| Wednesday, December 6, 2017 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Wednesday, November 22, 2017 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Wednesday, November 22, 2017 | ASSIGNED TO EXAMINER |
| Thursday, August 24, 2017 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Tuesday, August 22, 2017 | NEW APPLICATION ENTERED |