| Serial Number | 98671886 |
| Word Mark | SODALI & CO. |
| Filing Date | Monday, July 29, 2024 |
| Status | 641 - NON-FINAL ACTION - MAILED |
| Status Date | Tuesday, February 18, 2025 |
| Registration Number | 0000000 |
| Registration Date | NOT AVAILABLE |
| Mark Drawing | 4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | NOT AVAILABLE |
| Pseudo Mark | SODALI AND CO SODALI AND COMPANY |
| Goods and Services | Mergers and Acquisitions Advisory Services, namely, strategic consulting in friendly, contested and hostile M and A transactions; strategy and execution of transaction shareholder vote solicitation; information agent services; and post-transaction asset reunification; Global Debt and Bondholder Services, namely, bondholder identification; liability management; information agent services; transactions support; and debt restructuring services. |
| Goods and Services | Proxy Solicitation Services, namely, annual and special shareholder meeting support for public companies, membership organizations, SPACS, and investment funds; retail investor engagement campaigns, voting Power and proxy advisor influence analysis; cross-border and depositary receipt meetings; Capital Market Intelligence Advisory Services, namely, strategic stock surveillance; shareholder and bondholder ownership and investor profile analysis; and peer and market trend assessments; Activist Investor Preparation and Defense, namely, activism preparation, watch and defense; strategic consulting and shareholder engagement in proxy contests; and proxy advisory firm engagement; Corporate Governance Advisory Services, namely, investor activism risk management; shareholder and proxy advisory firm engagement; and regulatory, governance, and sustainability reporting and disclosure; Board Governance Advisory Services, namely, board evaluation and effectiveness advice; Board education and director development, organizational governance assessment and design; board governance support and implementation; and corporate governance research and policy design; Sustainability Advisory Services, namely, ESG gap analysis and action plans; regulatory readiness assessments; and ESG and sustainability reporting; Climate Advisory Services, namely, greenhouse gas (GHG) emissions and environmental inventory targets; climate risk assessment and scenario analysis; and data and business intelligence for ESG reporting; Crisis and Special Situations Communications Services, namely, crisis audits and simulations, business preparedness reviews; and legal action and litigation responses; Corporate Communications Advisory Services, namely, corporate communications strategy; reputation management; sustainability and ESG communications; branding solutions; Financial and Transaction Communications Advisory Services, namely: communications advice regarding mergers, acquisitions, spin-offs and dispositions; capital optimization and restructuring; IPOs and capital raising; activist preparedness and defence; analyst and media relations; Public Affairs and Campaigns Communications Advisory Services, namely, political engagement and advocacy campaigns; communications advice regarding governmental and regulatory affairs; Investor Relations Advisory Services, namely, strategic program reviews; market engagement; investor perception studies; and capital markets events; Graphic Design Services, namely, annual and sustainability report design; corporate and investor presentations; visual identity design; and website design; Research Services, namely, investor and other stakeholder perception studies; industry-specific perception studies. |
| International Class | 035 - Advertising; business management; business administration; office functions. |
| US Class Codes | 100, 101, 102 |
| Class Status Code | 6 - Active |
| Class Status Date | Monday, July 29, 2024 |
| Primary Code | 035 |
| First Use Anywhere Date | NOT AVAILABLE |
| First Use In Commerce Date | NOT AVAILABLE |
| 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, July 29, 2024 |
| Primary Code | 036 |
| First Use Anywhere Date | NOT AVAILABLE |
| First Use In Commerce Date | NOT AVAILABLE |
| Party Name | Morrow Sodali Global LLC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | New York, NY 10022 |
| Event Date | Event Description |
| Monday, July 29, 2024 | NEW APPLICATION ENTERED |
| Thursday, February 13, 2025 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Friday, February 14, 2025 | ASSIGNED TO EXAMINER |
| Tuesday, February 18, 2025 | NON-FINAL ACTION E-MAILED |
| Tuesday, February 18, 2025 | NON-FINAL ACTION WRITTEN |
| Tuesday, February 18, 2025 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |