| Serial Number | 98008605 |
| Word Mark | THE DAVIS FINANCIAL GROUP LLC |
| Filing Date | Tuesday, May 23, 2023 |
| Status | 641 - NON-FINAL ACTION - MAILED |
| Status Date | Tuesday, October 1, 2024 |
| Registration Number | 0000000 |
| Registration Date | NOT AVAILABLE |
| Mark Drawing | 3 - Illustration: Drawing or design which also includes word(s) / letter(s) / number(s) |
| Published for Opposition Date | NOT AVAILABLE |
| Goods and Services | Providing a website featuring non-downloadable on-line electronic publications, namely, newsletters in the fields of personal finance, financial planning, wills, inflation, taxes, financial news and information, delivered by e-mail; Providing a website featuring non-downloadable on-line electronic publications, namely, newsletters in the fields of aging health care and life planning services concerning personal health and wellness, patient advocates, life expectancy, housing and living options, social isolation, local business organizations, women's issues; Providing a website featuring non-downloadable resources in the form of documents in the nature of checklists, worksheets and questionnaires in the fields of personal finance, financial planning, and financial information |
| Description of Mark | The mark consists of a stem with three leaves located within a square box located in the upper left corner of a rectangular box that contains the words "THE DAVIS FINANCIAL GROUP LLC". The word "THE" appears to the right of the square box and is vertically stacked with the letter "T" on the bottom then the letter "H", then the letter "E". The word "DAVIS" is to the right of the word "THE". The word "FINANCIAL" is under the square box and the words "THE" and "DAVIS" and the words "GROUP LLC" are under the word "FINANCIAL". The word "THE" and the letters "LLC" are in a smaller-sized font than words "DAVIS FINANCIAL GROUP". |
| Goods and Services | Downloadable resources in the form of documents in the nature of checklists, worksheets and questionnaires in the fields of personal finance, financial planning, and financial information provided via a website |
| Goods and Services | Providing printed paper publications, namely, newsletters in the fields of personal finance, financial planning, wills, inflation, taxes, financial news and information; Providing printed paper publications, namely, newsletters in the fields of aging health care and life planning services concerning personal health and wellness, patient advocates, life expectancy, housing and living options, social isolation, local business organizations, women's issues |
| Goods and Services | Financial advisory and consultancy services, including wealth management, general investment guidance and estate planning, but not real estate investment or real estate management services; providing a website featuring links to online resource libraries in the field of financial news and information |
| Indication of Colors claimed | Color is not claimed as a feature of the mark. |
| NOT AVAILABLE | "FINANCIAL GROUP LLC" |
| International Class | 009 - Scientific, nautical, surveying, photographic, cinematographic, optical, weighing, measuring, signalling, checking (supervision), life-saving and teaching apparatus and instruments; apparatus and instruments for conducting, switching, transforming, accumulating, regulating or controlling electricity; apparatus for recording, transmission or reproduction of sound or images; magnetic data carriers, recording discs; automatic vending machines and mechanisms for coin operated apparatus; cash registers, calculating machines, data processing equipment and computers; fire extinguishing apparatus. |
| US Class Codes | 021, 023, 026, 036, 038 |
| Class Status Code | 6 - Active |
| Class Status Date | Saturday, June 24, 2023 |
| Primary Code | 009 |
| First Use Anywhere Date | Tuesday, March 10, 2020 |
| First Use In Commerce Date | Saturday, July 31, 2021 |
| International Class | 016 - Paper, cardboard and goods made from these materials, not included in other classes; printed matter; bookbinding material; photographs; stationery; adhesives for stationery or household purposes; artists' materials; paint brushes; typewriters and office requisites (except furniture); instructional and teaching material (except apparatus); plastic materials for packaging (not included in other classes); printers' type; printing blocks. |
| US Class Codes | 002, 005, 022, 023, 029, 037, 038, 050 |
| Class Status Code | 6 - Active |
| Class Status Date | Saturday, June 24, 2023 |
| Primary Code | 016 |
| First Use Anywhere Date | Tuesday, August 31, 2021 |
| First Use In Commerce Date | Tuesday, August 31, 2021 |
| 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 | Saturday, June 24, 2023 |
| Primary Code | 036 |
| First Use Anywhere Date | Tuesday, March 10, 2020 |
| First Use In Commerce Date | Saturday, July 31, 2021 |
| 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 | Saturday, June 24, 2023 |
| Primary Code | 041 |
| First Use Anywhere Date | Tuesday, March 10, 2020 |
| First Use In Commerce Date | Saturday, July 31, 2021 |
| Party Name | The Davis Financial Group, LLC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Hadley, MA 01035 |
| Event Date | Event Description |
| Friday, May 26, 2023 | NEW APPLICATION ENTERED |
| Tuesday, June 27, 2023 | NOTICE OF DESIGN SEARCH CODE E-MAILED |
| Thursday, February 15, 2024 | ASSIGNED TO EXAMINER |
| Saturday, June 24, 2023 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Friday, May 10, 2024 | APPLICATION EXTENSION GRANTED/RECEIPT PROVIDED |
| Friday, May 10, 2024 | APPLICATION EXTENSION TO RESPONSE PERIOD - RECEIVED |
| Monday, July 29, 2024 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Monday, July 29, 2024 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Monday, July 29, 2024 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Wednesday, August 28, 2024 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Wednesday, August 28, 2024 | NON-FINAL ACTION WRITTEN |
| Wednesday, August 28, 2024 | NON-FINAL ACTION E-MAILED |
| Friday, February 16, 2024 | NON-FINAL ACTION WRITTEN |
| Friday, February 16, 2024 | NON-FINAL ACTION E-MAILED |
| Friday, February 16, 2024 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Thursday, September 19, 2024 | TEAS AMENDMENT OF USE RECEIVED |
| Thursday, September 19, 2024 | AMENDMENT TO USE PROCESSING COMPLETE |
| Tuesday, October 1, 2024 | NON-FINAL ACTION WRITTEN |
| Tuesday, October 1, 2024 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Tuesday, October 1, 2024 | NON-FINAL ACTION E-MAILED |
| Thursday, September 19, 2024 | USE AMENDMENT FILED |