| Serial Number | 88261172 |
| Word Mark | SOUND RETIREMENT BLUEPRINT |
| Filing Date | Monday, January 14, 2019 |
| Status | 700 - REGISTERED |
| Status Date | Tuesday, September 24, 2019 |
| Registration Number | 5866377 |
| Registration Date | Tuesday, September 24, 2019 |
| Mark Drawing | 3000 - Illustration: Drawing or design which also includes word(s) / letter(s) / number(s) |
| Published for Opposition Date | Tuesday, July 9, 2019 |
| Description of Mark | The mark consists of the wording "SOUND RETIREMENT" in white and gray outlines having gray horizontal lines appear above and below the said wording and several gray vertical lines between letters. A design of two circle appear in letter "O", a circle appears in letter "U" and a circle appears in the second R of the term "RETIREMENT". The term "BLUEPRINT" in rust is on the bottom. |
| Goods and Services | Financial services, namely, a total portfolio offering for high net worth clients consisting of both separate accounts and mutual funds for equity; Providing financial assistance for health care planning |
| Indication of Colors claimed | The color(s) WHITE. GRAY and RUST is/are claimed as a feature of the mark. |
| Disclaimer with Predetermined Text | "RETIREMENT" |
| 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, February 6, 2019 |
| Primary Code | 036 |
| First Use Anywhere Date | Sunday, July 1, 2018 |
| First Use In Commerce Date | Sunday, July 1, 2018 |
| Party Name | J. Biance Wealth Management, LLC |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Raleigh, NC 27603 |
| Party Name | J. Biance Wealth Management, LLC |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Hendersonville, NC, NC 28739 |
| Party Name | J. Biance Wealth Management, LLC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Hendersonville, NC, NC 28739 |
| Event Date | Event Description |
| Sunday, November 13, 2022 | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED |
| Sunday, November 13, 2022 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
| Sunday, November 13, 2022 | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |
| Sunday, November 13, 2022 | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
| Sunday, November 13, 2022 | TEAS CHANGE OF OWNER ADDRESS RECEIVED |
| Tuesday, September 24, 2019 | REGISTERED-PRINCIPAL REGISTER |
| Tuesday, July 9, 2019 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, July 9, 2019 | PUBLISHED FOR OPPOSITION |
| Thursday, June 27, 2019 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
| Friday, June 28, 2019 | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |
| Friday, June 28, 2019 | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
| Wednesday, June 19, 2019 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Thursday, May 30, 2019 | ASSIGNED TO LIE |
| Thursday, May 16, 2019 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Thursday, May 16, 2019 | EXAMINER'S AMENDMENT ENTERED |
| Thursday, May 16, 2019 | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED |
| Thursday, May 16, 2019 | EXAMINERS AMENDMENT E-MAILED |
| Thursday, May 16, 2019 | EXAMINERS AMENDMENT -WRITTEN |
| Tuesday, May 7, 2019 | NOTIFICATION OF FINAL REFUSAL EMAILED |
| Tuesday, May 7, 2019 | FINAL REFUSAL E-MAILED |
| Tuesday, May 7, 2019 | FINAL REFUSAL WRITTEN |
| Monday, April 22, 2019 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Saturday, April 20, 2019 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Saturday, April 20, 2019 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Thursday, March 21, 2019 | NOTICE OF DESIGN SEARCH CODE E-MAILED |
| Friday, March 1, 2019 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Friday, March 1, 2019 | NON-FINAL ACTION E-MAILED |
| Friday, March 1, 2019 | NON-FINAL ACTION WRITTEN |
| Wednesday, February 27, 2019 | ASSIGNED TO EXAMINER |
| Wednesday, February 6, 2019 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED IN TRAM |
| Thursday, January 17, 2019 | NEW APPLICATION ENTERED IN TRAM |