| Serial Number | 98558130 |
| Word Mark | SYM |
| Filing Date | Sunday, May 19, 2024 |
| Status | 700 - REGISTERED |
| Status Date | Tuesday, February 18, 2025 |
| Registration Number | 7695806 |
| Registration Date | Tuesday, February 18, 2025 |
| Mark Drawing | 3 - Illustration: Drawing or design which also includes word(s) / letter(s) / number(s) |
| Published for Opposition Date | Tuesday, December 31, 2024 |
| Description of Mark | The mark consists of the word "SYM" in stylized letters with a pair of swoosh shaped lines extending from the "M" and under the letters "SY". |
| Goods and Services | Financial advisory and consultancy services; Financial planning and investment advisory services; Financial advisory and consultancy services, namely, financial planning, estate planning, cash flow planning, tax loss harvesting, tax planning, portfolio management, insurance and risk assessment, retirement readiness assessment, non-profit investment consulting, medical professional financial strategy consulting, retirement planning, retirement plan implementation, retirement plan selection, stock option analysis, equity-based compensation strategy consulting, ultra-high net worth strategy consulting, business succession planning and trust services; Employer-sponsored retirement plans advisory and consulting services, namely, investment selection and implementation and plan monitoring and management; Private investments advisory and consulting services |
| Indication of Colors claimed | Color is not claimed as a feature of the mark. |
| 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 | Sunday, May 19, 2024 |
| Primary Code | 036 |
| First Use Anywhere Date | Friday, November 30, 2007 |
| First Use In Commerce Date | Friday, November 30, 2007 |
| Party Name | SYM Financial Corporation |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 03 - Corporation |
| Address | Winona Lake, IN 46590 |
| Party Name | SYM Financial Corporation |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 03 - Corporation |
| Address | Winona Lake, IN 46590 |
| Party Name | SYM Financial Corporation |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 03 - Corporation |
| Address | Winona Lake, IN 46590 |
| Event Date | Event Description |
| Sunday, May 19, 2024 | NEW APPLICATION ENTERED |
| Thursday, November 21, 2024 | NOTICE OF DESIGN SEARCH CODE E-MAILED |
| Thursday, November 21, 2024 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Wednesday, December 4, 2024 | ASSIGNED TO EXAMINER |
| Wednesday, December 4, 2024 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Wednesday, December 25, 2024 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Tuesday, December 31, 2024 | PUBLISHED FOR OPPOSITION |
| Tuesday, December 31, 2024 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, February 18, 2025 | REGISTERED-PRINCIPAL REGISTER |
| Tuesday, February 18, 2025 | NOTICE OF REGISTRATION CONFIRMATION EMAILED |