| Serial Number | 90567446 |
| Word Mark | SOLID OAK |
| Filing Date | Tuesday, March 9, 2021 |
| Status | 700 - REGISTERED |
| Status Date | Tuesday, August 30, 2022 |
| Registration Number | 6835061 |
| Registration Date | Tuesday, August 30, 2022 |
| Mark Drawing | 3000 - Illustration: Drawing or design which also includes word(s) / letter(s) / number(s) |
| Published for Opposition Date | Tuesday, November 16, 2021 |
| Description of Mark | The mark consists of the stylized words "solid oak" to the right of an image of an acorn. |
| Goods and Services | Financial analysis and planning; financial asset management; debt management; financial risk management; financial trust planning and wealth distribution financial planning; Credit and financial consultation; Debt management consultation; Financial consulting; Financial risk assessment services; Financial planning and investment advisory services; financial forecasting in the nature of preparing financial forecasts; financial research; Financial advisory and consultancy services; Financial investment brokerage services; Financial retirement plan consulting services; Financial services, namely, wealth management services and family office wealth and investment management services for wealthy families; Financial and investment services, namely, investment advice and advisory services; financial, investment, and actuarial consultation; financial and investment research; banking services; retirement financial planning; private mutual fund planning and advising; and annuities investment management |
| Goods and Services | Tax assessment, tax consultation, tax preparation, and business risk management services; family business consulting; Tax and taxation planning, advice, information and consultancy services; Professional business consulting; payroll preparations; Accounting Services, namely, bookkeeping, tax preparation, tax planning |
| International Class | 035 - Advertising; business management; business administration; office functions. |
| US Class Codes | 100, 101, 102 |
| Class Status Code | 6 - Active |
| Class Status Date | Wednesday, June 9, 2021 |
| Primary Code | 035 |
| First Use Anywhere Date | Monday, July 11, 2022 |
| First Use In Commerce Date | Monday, July 11, 2022 |
| 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 | Wednesday, June 9, 2021 |
| Primary Code | 036 |
| First Use Anywhere Date | Monday, July 11, 2022 |
| First Use In Commerce Date | Monday, July 11, 2022 |
| Party Name | Solid Oak Advisory Co |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | McMurray, PA 15317 |
| Party Name | Solid Oak Advisory Co |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | McMurray, PA 15317 |
| Party Name | Solid Oak Advisory Co |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Bradfordwoods, PA 15015 |
| Event Date | Event Description |
| Tuesday, August 30, 2022 | NOTICE OF REGISTRATION CONFIRMATION EMAILED |
| Tuesday, August 30, 2022 | REGISTERED-PRINCIPAL REGISTER |
| Friday, July 29, 2022 | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED |
| Friday, July 29, 2022 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
| Friday, July 29, 2022 | TEAS CHANGE OF OWNER ADDRESS RECEIVED |
| Friday, July 29, 2022 | NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED |
| Thursday, July 28, 2022 | ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED |
| Tuesday, July 26, 2022 | STATEMENT OF USE PROCESSING COMPLETE |
| Monday, July 11, 2022 | USE AMENDMENT FILED |
| Tuesday, July 26, 2022 | CASE ASSIGNED TO INTENT TO USE PARALEGAL |
| Monday, July 11, 2022 | TEAS STATEMENT OF USE RECEIVED |
| Tuesday, January 11, 2022 | NOA E-MAILED - SOU REQUIRED FROM APPLICANT |
| Tuesday, November 16, 2021 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, November 16, 2021 | PUBLISHED FOR OPPOSITION |
| Wednesday, October 27, 2021 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Tuesday, October 12, 2021 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Tuesday, October 12, 2021 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Monday, October 11, 2021 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Monday, October 11, 2021 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Monday, October 4, 2021 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Monday, October 4, 2021 | NON-FINAL ACTION E-MAILED |
| Monday, October 4, 2021 | NON-FINAL ACTION WRITTEN |
| Sunday, October 3, 2021 | ASSIGNED TO EXAMINER |
| Thursday, June 10, 2021 | NOTICE OF DESIGN SEARCH CODE E-MAILED |
| Wednesday, June 9, 2021 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED IN TRAM |
| Friday, March 12, 2021 | NEW APPLICATION ENTERED IN TRAM |