SODALI & CO. Trademark

Trademark Overview


On Monday, July 29, 2024, a trademark application was filed for SODALI & CO. with the United States Patent and Trademark Office. The USPTO has given the SODALI & CO. trademark a serial number of 98671886. The federal status of this trademark filing is PUBLISHED FOR OPPOSITION as of Tuesday, July 22, 2025. This trademark is owned by Morrow Sodali Global LLC. The SODALI & CO. trademark is filed in the Advertising, Business and Retail Services, Insurance & Financial Services, Education & Entertainment Services, Computer & Software Services & Scientific Services, Personal, and Legal & Social Services categories with the following description:

educational services, namely, conducting seminars, workshops and classes in the field of business organization assessment and corporate governance strategies; business education and training services, namely, providing leadership training and coaching services to corporate board members and directors;

financial advice, namely, providing capital investment analysis and stock surveillance for others; financial consultation relating to shareholder, bondholder and investor financial profiles; providing financial advice relating to capital optimization and business restructuring; financial services, namely, raising debt and equity capital for others for initial public offerings; financial consultation in the nature of stock analysis for others; financial research in the field of investor and stakeholder perception and industry perception studies; financial research relating to identification of bondholders for financial transaction assessment; financial services, namely, assisting others with the completion of financial transactions for stocks, bonds, securities and equities; debt restructuring services for others

business management consulting and business administration services concerning proxy solicitation and shareholder meetings for public companies, membership organizations, special purpose acquisition companies and investment fund managers; business analysis in the fields of investor engagement campaigns, shareholder voting power and proxy advisor influence; business consultation in the nature of conducting business meetings for others in the field of financial certificates for cross-border and depository receipt transactions; market trend analysis; business consultation relating to activist investor meeting monitoring, preparation and defense for business and shareholder meetings; business strategy development consulting services relating to shareholder proxies, shareholder engagement, and business advice to shareholder proxies; corporate governance advisory services in the nature of business risk management related to investor activism; providing business information in the nature of d...

advice and consultancy on environmental regulatory matters for environmental, social, and governance (ESG) purposes and preparation of legal reports in connection therewith; Regulatory compliance consulting in the field of environmental, social, and corporate governance (ESG) and sustainability; legal and regulatory compliance auditing; legal services in the field of environmental, social, and governance (ESG) cases

greenhouse gas emission measuring and analysis for environmental, social, and governance (ESG) purposes; technical consultancy in the field of environmental science for environmental, social, and governance (ESG) purposes; graphic design services in the field of annual and environmental sustainability reports, corporate and investor presentations, and audiovisual designs in the field of brand identity; website design services
sodali & co.

General Information


Serial Number98671886
Word MarkSODALI & CO.
Filing DateMonday, July 29, 2024
Status686 - PUBLISHED FOR OPPOSITION
Status DateTuesday, July 22, 2025
Registration Number0000000
Registration DateNOT AVAILABLE
Mark Drawing4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateTuesday, July 22, 2025

Trademark Statements


Goods and Serviceseducational services, namely, conducting seminars, workshops and classes in the field of business organization assessment and corporate governance strategies; business education and training services, namely, providing leadership training and coaching services to corporate board members and directors;
Pseudo MarkSODALI AND CO SODALI AND COMPANY
Goods and Servicesfinancial advice, namely, providing capital investment analysis and stock surveillance for others; financial consultation relating to shareholder, bondholder and investor financial profiles; providing financial advice relating to capital optimization and business restructuring; financial services, namely, raising debt and equity capital for others for initial public offerings; financial consultation in the nature of stock analysis for others; financial research in the field of investor and stakeholder perception and industry perception studies; financial research relating to identification of bondholders for financial transaction assessment; financial services, namely, assisting others with the completion of financial transactions for stocks, bonds, securities and equities; debt restructuring services for others
Goods and Servicesbusiness management consulting and business administration services concerning proxy solicitation and shareholder meetings for public companies, membership organizations, special purpose acquisition companies and investment fund managers; business analysis in the fields of investor engagement campaigns, shareholder voting power and proxy advisor influence; business consultation in the nature of conducting business meetings for others in the field of financial certificates for cross-border and depository receipt transactions; market trend analysis; business consultation relating to activist investor meeting monitoring, preparation and defense for business and shareholder meetings; business strategy development consulting services relating to shareholder proxies, shareholder engagement, and business advice to shareholder proxies; corporate governance advisory services in the nature of business risk management related to investor activism; providing business information in the nature of disclosing business data in the field of environmental sustainability and corporate governance; business advice in the field of corporate board evaluation and effectiveness; business consultation, advice and research in the field of corporate governance, business strategy implementation, and business policy; business consultation and analysis in the field of environmental, social, and governance (ESG) action plans; providing business intelligence services in the fields of environmental, social, and governance (ESG); disaster recovery services, namely, business planning and business continuity consulting; corporate communications advisory services, namely, business advice related to corporate communications strategy, business reputation management, environmental sustainability and environmental, social, and governance (ESG) communications; corporate communications advisory services, namely, business advice related to corporate communications strategy and business reputation management pertaining to legal action and litigation; brand concept and brand development services for corporate clients; business communications consultation, namely, providing business advice relating to mergers, acquisitions, spin-offs and business dispositions; public policy consultancy services related to political activism; media relations and analysis services; public affairs and campaigns communications advisory services, namely, conducting political engagement and public advocacy campaigns for others; media relations advice in the field of governmental and regulatory affairs; business consultation in the nature of market and consumer engagement analysis; business acquisition and merger consultation for friendly, contested and hostile transactions; business consultation in the field of shareholder vote solicitation and business intermediary services relating to shareholder proxy voting; consulting services in the field of business organization assessment and corporate governance strategy
Goods and Servicesadvice and consultancy on environmental regulatory matters for environmental, social, and governance (ESG) purposes and preparation of legal reports in connection therewith; Regulatory compliance consulting in the field of environmental, social, and corporate governance (ESG) and sustainability; legal and regulatory compliance auditing; legal services in the field of environmental, social, and governance (ESG) cases
NOT AVAILABLE& CO.
Translation of Words in MarkThe wording SODALI has no meaning in a foreign language.
Goods and Servicesgreenhouse gas emission measuring and analysis for environmental, social, and governance (ESG) purposes; technical consultancy in the field of environmental science for environmental, social, and governance (ESG) purposes; graphic design services in the field of annual and environmental sustainability reports, corporate and investor presentations, and audiovisual designs in the field of brand identity; website design services

Classification Information


International Class035 - Advertising; business management; business administration; office functions.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateMonday, May 19, 2025
Primary Code035
First Use Anywhere DateNOT AVAILABLE
First Use In Commerce DateNOT AVAILABLE

International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateMonday, July 29, 2024
Primary Code036
First Use Anywhere DateNOT AVAILABLE
First Use In Commerce DateNOT AVAILABLE

International Class041 - Education; providing of training; entertainment; sporting and cultural activities.
US Class Codes100, 101, 107
Class Status Code6 - Active
Class Status DateMonday, May 19, 2025
Primary Code041
First Use Anywhere DateNOT AVAILABLE
First Use In Commerce DateNOT AVAILABLE

International Class042 - Scientific and technological services and research and design relating thereto; industrial analysis and research services; design and development of computer hardware and software.
US Class Codes100, 101
Class Status Code6 - Active
Class Status DateMonday, May 19, 2025
Primary Code042
First Use Anywhere DateNOT AVAILABLE
First Use In Commerce DateNOT AVAILABLE

International Class045 - Legal services; security services for the protection of property and individuals; personal and social services rendered by others to meet the needs of individuals.
US Class Codes100, 101
Class Status Code6 - Active
Class Status DateMonday, May 19, 2025
Primary Code045
First Use Anywhere DateNOT AVAILABLE
First Use In Commerce DateNOT AVAILABLE

Trademark Owner History


Party NameMorrow Sodali Global LLC
Party Type20 - Owner at Publication
Legal Entity Type16 - Limited Liability Company
AddressNew York, NY 10022

Party NameMorrow Sodali Global LLC
Party Type10 - Original Applicant
Legal Entity Type16 - Limited Liability Company
AddressNew York, NY 10022

Trademark Events


Event DateEvent Description
Thursday, February 13, 2025NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Friday, February 14, 2025ASSIGNED TO EXAMINER
Monday, July 29, 2024NEW APPLICATION ENTERED
Tuesday, February 18, 2025NON-FINAL ACTION E-MAILED
Tuesday, February 18, 2025NON-FINAL ACTION WRITTEN
Tuesday, February 18, 2025NOTIFICATION OF NON-FINAL ACTION E-MAILED
Monday, May 19, 2025CORRESPONDENCE RECEIVED IN LAW OFFICE
Monday, May 19, 2025TEAS RESPONSE TO OFFICE ACTION RECEIVED
Tuesday, May 20, 2025TEAS/EMAIL CORRESPONDENCE ENTERED
Monday, June 16, 2025EXAMINERS AMENDMENT E-MAILED
Monday, June 16, 2025EXAMINER'S AMENDMENT ENTERED
Monday, June 16, 2025NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
Monday, June 16, 2025EXAMINERS AMENDMENT -WRITTEN
Monday, June 16, 2025APPROVED FOR PUB - PRINCIPAL REGISTER
Wednesday, July 16, 2025NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Tuesday, July 22, 2025PUBLISHED FOR OPPOSITION
Tuesday, July 22, 2025OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED