| Serial Number | 87495002 |
| Word Mark | SYNERGY WEALTH SOLUTIONS |
| Filing Date | Monday, June 19, 2017 |
| Status | 702 - SECTION 8 & 15 - ACCEPTED AND ACKNOWLEDGED |
| Status Date | Wednesday, March 6, 2024 |
| Registration Number | 5526057 |
| Registration Date | Tuesday, July 24, 2018 |
| Mark Drawing | 3000 - Illustration: Drawing or design which also includes word(s) / letter(s) / number(s) |
| Published for Opposition Date | Tuesday, November 21, 2017 |
| Description of Mark | The mark consists of the depiction of a figure 8 with shading that could also be depicted as the letter S to the left of the wording "SYNERGY WEALTH SOLUTIONS" in a stylized font. |
| Goods and Services | financial services provided over a global computer network, namely, commercial and investment banking; private equity and venture capital funding; investment services, namely, financial investment and investment consultation in the fields of funds, mutual funds, real estate, commodity, capital, securities, bonds, annuities; financial consulting in the nature of providing merger and acquisition support services in the field of finance; providing an on-line electronic database over a global network in the field of financial information; securities valuation services; providing real-time financial market data; provision of information on the topic of financial advisory services; providing research assistance on the topic of financial advisory services; providing customized statistical reports concerning financial data; financial analysis; financial consultancy; fiscal assessments; stock exchange price quotations; electronic funds transfers; providing financial information on bonds |
| Indication of Colors claimed | Color is not claimed as a feature of the mark. |
| Disclaimer with Predetermined Text | "WEALTH SOLUTIONS" |
| 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 23, 2017 |
| Primary Code | 036 |
| First Use Anywhere Date | Tuesday, April 17, 2018 |
| First Use In Commerce Date | Tuesday, April 17, 2018 |
| Party Name | Synergy Wealth Solutions, Inc. |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 03 - Corporation |
| Address | Chesterfield, MO 63017 |
| Party Name | Synergy Wealth Solutions, Inc. |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 03 - Corporation |
| Address | Chesterfield, MO 63017 |
| Party Name | Synergy Wealth Solutions, Inc. |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 03 - Corporation |
| Address | Chesterfield, MO 63017 |
| Event Date | Event Description |
| Wednesday, March 6, 2024 | NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED |
| Wednesday, March 6, 2024 | REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK. |
| Tuesday, March 5, 2024 | CASE ASSIGNED TO POST REGISTRATION PARALEGAL |
| Wednesday, September 13, 2023 | TEAS SECTION 8 & 15 RECEIVED |
| Monday, July 24, 2023 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED |
| Tuesday, July 24, 2018 | REGISTERED-PRINCIPAL REGISTER |
| Friday, June 22, 2018 | NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED |
| Thursday, June 21, 2018 | ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED |
| Friday, June 1, 2018 | STATEMENT OF USE PROCESSING COMPLETE |
| Wednesday, May 9, 2018 | USE AMENDMENT FILED |
| Thursday, May 31, 2018 | CASE ASSIGNED TO INTENT TO USE PARALEGAL |
| Wednesday, May 9, 2018 | TEAS STATEMENT OF USE RECEIVED |
| Tuesday, January 16, 2018 | NOA E-MAILED - SOU REQUIRED FROM APPLICANT |
| Tuesday, November 21, 2017 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, November 21, 2017 | PUBLISHED FOR OPPOSITION |
| Wednesday, November 1, 2017 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Thursday, October 12, 2017 | ASSIGNED TO LIE |
| Friday, September 29, 2017 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Tuesday, September 26, 2017 | EXAMINER'S AMENDMENT ENTERED |
| Tuesday, September 26, 2017 | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED |
| Tuesday, September 26, 2017 | EXAMINERS AMENDMENT E-MAILED |
| Tuesday, September 26, 2017 | EXAMINERS AMENDMENT -WRITTEN |
| Monday, September 25, 2017 | NOTIFICATION OF PRIORITY ACTION E-MAILED |
| Monday, September 25, 2017 | PRIORITY ACTION E-MAILED |
| Monday, September 25, 2017 | PRIORITY ACTION WRITTEN |
| Monday, September 18, 2017 | ASSIGNED TO EXAMINER |
| Saturday, June 24, 2017 | NOTICE OF DESIGN SEARCH CODE E-MAILED |
| Friday, June 23, 2017 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Thursday, June 22, 2017 | NEW APPLICATION ENTERED |