| Serial Number | 98674013 |
| Word Mark | TAX OWL |
| Filing Date | Tuesday, July 30, 2024 |
| Status | 688 - NOTICE OF ALLOWANCE - ISSUED |
| Status Date | Tuesday, April 29, 2025 |
| Registration Number | 0000000 |
| Registration Date | NOT AVAILABLE |
| Mark Drawing | 4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | Tuesday, March 4, 2025 |
| Goods and Services | Education services, namely, providing live and on-line classes, seminars and workshops in the field of retirement, financial planning and financial literacy; Entertainment services, namely, providing podcasts in the field of retirement, financial planning and financial literacy; Providing a website featuring non-downloadable videos in the field of retirement, financial planning and financial literacy |
| Goods and Services | Financial advisory and consultancy services, namely, creating personalized strategies for achieving financial independence; Financial management in the field of investment portfolios and retirement; Financial planning and investment advisory services; Financial planning consultation; Financial planning for retirement; Financial services, namely, mortgage planning; Providing financial information services to individual, employees, the elderly and military personnel; Providing information in the field of financial planning for individuals |
| Goods and Services | Tax advisory services; Tax and taxation planning, advice, information and consultancy services |
| NOT AVAILABLE | "TAX" |
| International Class | 035 - Advertising; business management; business administration; office functions. |
| US Class Codes | 100, 101, 102 |
| Class Status Code | 6 - Active |
| Class Status Date | Tuesday, July 30, 2024 |
| Primary Code | 035 |
| First Use Anywhere Date | Thursday, April 30, 2020 |
| First Use In Commerce Date | Friday, September 30, 2022 |
| 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 | Tuesday, July 30, 2024 |
| Primary Code | 036 |
| First Use Anywhere Date | Thursday, April 30, 2020 |
| First Use In Commerce Date | Friday, September 30, 2022 |
| International Class | 041 - Education; providing of training; entertainment; sporting and cultural activities. |
| US Class Codes | 100, 101, 107 |
| Class Status Code | 6 - Active |
| Class Status Date | Tuesday, July 30, 2024 |
| Primary Code | 041 |
| First Use Anywhere Date | NOT AVAILABLE |
| First Use In Commerce Date | NOT AVAILABLE |
| Party Name | BEACON POINTE ADVISORS, LLC |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Newport Beach, CA 92660 |
| Party Name | BEACON POINTE ADVISORS, LLC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Newport Beach, CA 92660 |
| Event Date | Event Description |
| Tuesday, July 30, 2024 | NEW APPLICATION ENTERED |
| Tuesday, July 30, 2024 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Thursday, February 6, 2025 | ASSIGNED TO EXAMINER |
| Tuesday, February 11, 2025 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Wednesday, February 26, 2025 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Tuesday, March 4, 2025 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, March 4, 2025 | PUBLISHED FOR OPPOSITION |
| Tuesday, April 29, 2025 | NOA E-MAILED - SOU REQUIRED FROM APPLICANT |