| Serial Number | 88004615 |
| Word Mark | STRONGBRIDGE WEALTH ADVISORS |
| Filing Date | Monday, June 18, 2018 |
| Status | 700 - REGISTERED |
| Status Date | Tuesday, February 18, 2020 |
| Registration Number | 5987329 |
| Registration Date | Tuesday, February 18, 2020 |
| Mark Drawing | 3000 - Illustration: Drawing or design which also includes word(s) / letter(s) / number(s) |
| Published for Opposition Date | Tuesday, December 3, 2019 |
| Indication of Colors claimed | Color is not claimed as a feature of the mark. |
| Disclaimer with Predetermined Text | "WEALTH ADVISORS" |
| Description of Mark | The mark consists of stylized capital letters forming the word "STRONGBRIDGE" on top of a horizontal line that extends from under the "T" to under the "G" with the stylized capital letters forming the words "WEALTH ADVISORS" in a smaller sized font under the horizontal line. |
| Goods and Services | Financial advice; Financial advice, namely, budget planning; Financial advisory and consultancy services, namely, the creation of personalized strategies to achieve financial independence; Financial analysis; Financial consulting; Financial consulting services in the field of planned giving for non-profit and charitable organizations; Financial information and advisory services; Financial investment services, namely, administering the issuance, underwriting and distribution of securities; Financial investment analysis and stock research; Financial loan consultation; Financial planning; Financial planning and investment advisory services; Financial planning consultation; Financial planning for retirement; Financial planning, namely, planning for achieving a financial goal; Financial planning, namely, retirement planning; Financial planning, namely, planning for college savings; Financial planning, namely, taxation strategies for business owners; Financial planning, namely, estate planning strategies; Financial and investment services, namely, asset and investment acquisition, consultation, advisory and development; Financial portfolio analysis services; Financial retirement plan consulting services; Financial risk assessment services; Financial securities exchange services; Financial services in the nature of an investment security; Financial services, namely, assisting others with the completion of financial transactions for stocks, bonds, securities and equities; Financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; Financial services, namely, estate settlement services; Financial services, namely, providing an investment option available for variable annuity and variable life insurance products; Financial services, namely, the trading of financial instruments, securities, shares, options and other derivative products; Financial services, namely, wealth management services; Insurance consulting in the field of life insurance; Insurance and financial information and consultancy services; Mutual fund analysis services; Mutual fund investment; Mutual fund planning services; Mutual funds and capital investment; Providing financial information; Providing financial services with respect to securities and other financial instruments and products, namely, money management services; Providing financial services with respect to securities and other financial instruments and products, namely, trading of and investments in securities and financial instruments and products for others; Providing information on trading options and on profiting from the time delay of options; Providing information and research in the field of finance and financial investments; Providing information in the field of employee financial benefit plans; Strategic financial advisory services; Establishing mutual funds for others |
| 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 | Friday, June 22, 2018 |
| Primary Code | 036 |
| First Use Anywhere Date | Thursday, June 14, 2018 |
| First Use In Commerce Date | Thursday, June 14, 2018 |
| Party Name | NOT AVAILABLE |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 01 - Individual |
| Address | Highland Village, TX 75077 |
| Party Name | NOT AVAILABLE |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 01 - Individual |
| Address | Highland Village, TX 75077 |
| Party Name | NOT AVAILABLE |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 01 - Individual |
| Address | Highland Village, TX 75077 |
| Event Date | Event Description |
| Tuesday, February 18, 2020 | REGISTERED-PRINCIPAL REGISTER |
| Tuesday, December 3, 2019 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, December 3, 2019 | PUBLISHED FOR OPPOSITION |
| Wednesday, November 13, 2019 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Wednesday, October 30, 2019 | ASSIGNED TO LIE |
| Thursday, October 24, 2019 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Friday, August 9, 2019 | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED |
| Friday, August 9, 2019 | TEAS CHANGE OF OWNER ADDRESS RECEIVED |
| Friday, August 9, 2019 | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |
| Friday, August 9, 2019 | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
| Monday, April 22, 2019 | NOTIFICATION OF LETTER OF SUSPENSION E-MAILED |
| Monday, April 22, 2019 | LETTER OF SUSPENSION E-MAILED |
| Monday, April 22, 2019 | SUSPENSION LETTER WRITTEN |
| Wednesday, October 10, 2018 | NOTIFICATION OF LETTER OF SUSPENSION E-MAILED |
| Wednesday, October 10, 2018 | LETTER OF SUSPENSION E-MAILED |
| Wednesday, October 10, 2018 | SUSPENSION LETTER WRITTEN |
| Wednesday, October 10, 2018 | EXAMINER'S AMENDMENT ENTERED |
| Wednesday, October 10, 2018 | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED |
| Wednesday, October 10, 2018 | EXAMINERS AMENDMENT E-MAILED |
| Wednesday, October 10, 2018 | EXAMINERS AMENDMENT -WRITTEN |
| Thursday, October 4, 2018 | ASSIGNED TO EXAMINER |
| Saturday, June 23, 2018 | NOTICE OF DESIGN SEARCH CODE E-MAILED |
| Friday, June 22, 2018 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED IN TRAM |
| Thursday, June 21, 2018 | NEW APPLICATION ENTERED IN TRAM |