| Serial Number | 90020726 |
| Word Mark | SOLID OAK ADVISORY |
| Filing Date | Thursday, June 25, 2020 |
| Status | 700 - REGISTERED |
| Status Date | Tuesday, August 31, 2021 |
| Registration Number | 6472389 |
| Registration Date | Tuesday, August 31, 2021 |
| Mark Drawing | 3000 - Illustration: Drawing or design which also includes word(s) / letter(s) / number(s) |
| Published for Opposition Date | Tuesday, November 17, 2020 |
| Description of Mark | The mark consists of the outline of an acorn, with three intersecting internal lines; the acorn situated to the right of the stylized words "SOLID OAK" over "ADVISORY". |
| Goods and Services | Financial analysis and planning; financial asset management; debt management; financial risk management; trust and wealth distribution planning; credit and financial consultation; debt management consultation; financial consulting; financial risk assessment services; financial planning and investment advisory services; preparing financial forecasts; financial research; financial advisory and consultancy services; financial investment brokerage services; financial planning and investment advisory services; financial retirement plan consulting services; financial services, namely, wealth management services; financial and investment services, namely, investment advice and advisory services, financial, investment, and actuarial consultation, financial and investment research, banking, retirement financial planning, and annuities investment |
| 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 |
| Disclaimer with Predetermined Text | "ADVISORY" |
| International Class | 035 - Advertising; business management; business administration; office functions. |
| US Class Codes | 100, 101, 102 |
| Class Status Code | 6 - Active |
| Class Status Date | Thursday, July 23, 2020 |
| Primary Code | 035 |
| First Use Anywhere Date | Friday, July 9, 2021 |
| First Use In Commerce Date | Friday, July 9, 2021 |
| 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, July 23, 2020 |
| Primary Code | 036 |
| First Use Anywhere Date | Friday, July 9, 2021 |
| First Use In Commerce Date | Friday, July 9, 2021 |
| 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 | Bradfordwoods, PA 15015 |
| 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 |
| Friday, July 29, 2022 | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED |
| Friday, July 29, 2022 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
| Friday, July 29, 2022 | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |
| Friday, July 29, 2022 | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
| Friday, July 29, 2022 | TEAS CHANGE OF OWNER ADDRESS RECEIVED |
| Tuesday, August 31, 2021 | REGISTERED-PRINCIPAL REGISTER |
| Friday, July 30, 2021 | NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED |
| Thursday, July 29, 2021 | ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED |
| Thursday, July 22, 2021 | STATEMENT OF USE PROCESSING COMPLETE |
| Saturday, July 10, 2021 | USE AMENDMENT FILED |
| Thursday, July 22, 2021 | CASE ASSIGNED TO INTENT TO USE PARALEGAL |
| Saturday, July 10, 2021 | TEAS STATEMENT OF USE RECEIVED |
| Tuesday, January 12, 2021 | NOA E-MAILED - SOU REQUIRED FROM APPLICANT |
| Tuesday, November 17, 2020 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, November 17, 2020 | PUBLISHED FOR OPPOSITION |
| Wednesday, October 28, 2020 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Tuesday, October 6, 2020 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Monday, October 5, 2020 | EXAMINER'S AMENDMENT ENTERED |
| Monday, October 5, 2020 | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED |
| Monday, October 5, 2020 | EXAMINERS AMENDMENT E-MAILED |
| Monday, October 5, 2020 | EXAMINERS AMENDMENT -WRITTEN |
| Monday, September 28, 2020 | ASSIGNED TO EXAMINER |
| Friday, July 24, 2020 | NOTICE OF DESIGN SEARCH CODE E-MAILED |
| Thursday, July 23, 2020 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED IN TRAM |
| Monday, June 29, 2020 | NEW APPLICATION ENTERED IN TRAM |