| Serial Number | 88911837 |
| Word Mark | SUCCESSFUL. WEALTHY. WE HELP YOU STAY THAT WAY. |
| Filing Date | Tuesday, May 12, 2020 |
| Status | 700 - REGISTERED |
| Status Date | Tuesday, July 20, 2021 |
| Registration Number | 6429508 |
| Registration Date | Tuesday, July 20, 2021 |
| Mark Drawing | 3000 - Illustration: Drawing or design which also includes word(s) / letter(s) / number(s) |
| Published for Opposition Date | Tuesday, September 15, 2020 |
| Indication of Colors claimed | Color is not claimed as a feature of the mark. |
| Disclaimer with Predetermined Text | "SUCCESSFUL" AND "WEALTHY" |
| Description of Mark | The mark consists of the terms "SUCCESSFUL". and "WEALTHY". in large capital letters positioned over the terms "WE HELP YOU STAY THAT WAY". in smaller capital letters, over a horizontal line, the terms and line to the right of a stylized design of an archer with a bow with three small rings circling the grip of the bow and one large ring circling the bow and the arm of the archer. |
| Goods and Services | Wealth management advisory services regarding financial planning, retirement planning, estate planning, tax planning, philanthropy, planning for education, investment planning, insurance and annuities, certificates of deposits and other fixed income, corporate liquidity management, tax-free and tax-deferred investments, transition of a privately held business, wealth consulting |
| 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, May 22, 2020 |
| Primary Code | 036 |
| First Use Anywhere Date | Friday, September 18, 2020 |
| First Use In Commerce Date | Friday, September 18, 2020 |
| Party Name | John C. Frakes 2016 Trust |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 17 - Trust |
| Address | San Antonio, TX 78230 |
| Party Name | John C. Frakes 2016 Trust |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 17 - Trust |
| Address | San Antonio, TX 78230 |
| Party Name | John C. Frakes 2016 Trust |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 17 - Trust |
| Address | San Antonio, TX 78230 |
| Event Date | Event Description |
| Tuesday, July 20, 2021 | REGISTERED-PRINCIPAL REGISTER |
| Saturday, June 12, 2021 | NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED |
| Friday, June 11, 2021 | ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED |
| Thursday, May 20, 2021 | STATEMENT OF USE PROCESSING COMPLETE |
| Monday, May 10, 2021 | USE AMENDMENT FILED |
| Thursday, May 20, 2021 | CASE ASSIGNED TO INTENT TO USE PARALEGAL |
| Monday, May 10, 2021 | TEAS STATEMENT OF USE RECEIVED |
| Tuesday, November 10, 2020 | NOA E-MAILED - SOU REQUIRED FROM APPLICANT |
| Tuesday, September 15, 2020 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, September 15, 2020 | PUBLISHED FOR OPPOSITION |
| Wednesday, August 26, 2020 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Wednesday, August 12, 2020 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Wednesday, August 12, 2020 | EXAMINER'S AMENDMENT ENTERED |
| Wednesday, August 12, 2020 | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED |
| Wednesday, August 12, 2020 | EXAMINERS AMENDMENT E-MAILED |
| Wednesday, August 12, 2020 | EXAMINERS AMENDMENT -WRITTEN |
| Monday, August 10, 2020 | ASSIGNED TO EXAMINER |
| Saturday, May 23, 2020 | NOTICE OF DESIGN SEARCH CODE E-MAILED |
| Friday, May 22, 2020 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED IN TRAM |