| Serial Number | 98459686 |
| Word Mark | STEADMONT ADVISORS |
| Filing Date | Wednesday, March 20, 2024 |
| Status | 681 - PUBLICATION/ISSUE REVIEW COMPLETE |
| Status Date | Wednesday, October 23, 2024 |
| Registration Number | 0000000 |
| Registration Date | NOT AVAILABLE |
| Mark Drawing | 3 - Illustration: Drawing or design which also includes word(s) / letter(s) / number(s) |
| Published for Opposition Date | Tuesday, December 10, 2024 |
| Description of Mark | The mark consists of a triangle divided into four sections with the words "STEADMONT ADVISORS" positioned to the right of the triangle. The word "STEADMONT" is positioned above the word "ADVISORS". |
| Goods and Services | Financial services, namely, wealth management services; financial planning advice relating to investments and wealth management; investment services, namely, financial asset allocation in the nature of financial asset management, cash flow management in the nature of advising as to financial cash flow for individuals and businesses , investment consultation, and investment management services; financial advisory and consultancy services; financial advisory and consultancy services for individuals and families for financial wealth planning purposes; estate planning consultation; trust and estate financial administration services; financial risk management consultation; financial planning advice relating to investments and wealth management for retirement plans, endowments and charitable foundations; advising for and management, namely strategic financial advisory services and estate trust management of retirement plans, endowments and charitable foundations; financial planning for retirement, business transition, education, estate planning, and charitable giving; investment advisory services provided by a Registered Investment Advisor (RIA) |
| Indication of Colors claimed | Color is not claimed as a feature of the mark. |
| NOT AVAILABLE | "ADVISORS" |
| 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, March 20, 2024 |
| Primary Code | 036 |
| First Use Anywhere Date | Friday, January 12, 2024 |
| First Use In Commerce Date | Friday, January 12, 2024 |
| Party Name | Steadmont Advisors, LLC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Vestavia Hills, AL 35216 |
| Event Date | Event Description |
| Wednesday, March 20, 2024 | NEW APPLICATION ENTERED |
| Saturday, August 24, 2024 | NOTICE OF DESIGN SEARCH CODE E-MAILED |
| Saturday, August 24, 2024 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Monday, September 9, 2024 | ASSIGNED TO EXAMINER |
| Tuesday, September 10, 2024 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Tuesday, September 10, 2024 | NON-FINAL ACTION E-MAILED |
| Monday, October 14, 2024 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Monday, October 14, 2024 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Monday, October 14, 2024 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Tuesday, October 15, 2024 | FINAL REFUSAL WRITTEN |
| Tuesday, October 15, 2024 | FINAL REFUSAL E-MAILED |
| Tuesday, October 15, 2024 | NOTIFICATION OF FINAL REFUSAL EMAILED |
| Wednesday, October 16, 2024 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Wednesday, October 16, 2024 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Wednesday, October 16, 2024 | TEAS REQUEST FOR RECONSIDERATION RECEIVED |
| Thursday, October 17, 2024 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Tuesday, September 10, 2024 | NON-FINAL ACTION WRITTEN |