| Serial Number | 98002865 |
| Word Mark | THE FAMILY PORTFOLIO |
| Filing Date | Thursday, May 18, 2023 |
| Status | 700 - REGISTERED |
| Status Date | Tuesday, June 4, 2024 |
| Registration Number | 7407401 |
| Registration Date | Tuesday, June 4, 2024 |
| Mark Drawing | 3 - Illustration: Drawing or design which also includes word(s) / letter(s) / number(s) |
| Published for Opposition Date | Tuesday, March 19, 2024 |
| Description of Mark | The mark consists for the capitalized stylized stacked wording THE FAMILY PORTFOLIO in black. To the left of this wording is a design element comprising three vertical lines, that rise from a singular point and gradually increase in thickness as they go up, and the top of them curve and curl towards the right, like a wave. There are three dots on top of these lines, shaded in black. The shared base of these lines have a small black shadow, to the left, ending in a tiny black dot. Across the center of the three lines is a thin horizontal oval shape with pointed sides, shaded in gold. Just above this shape is a large dot, shaded in red, and to the left of that is a medium dot, shaded in white. This entire design element is in a rectangular border that is shaded in black that fades to gray. |
| Indication of Colors claimed | The colors black, gray, gold, red, and white are claimed as a feature of the mark. |
| Goods and Services | Business consulting services; Business consulting services in the field of family wealth; Business consulting, management, and planning services in the field of family businesses |
| NOT AVAILABLE | "FAMILY PORTFOLIO" |
| 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, June 20, 2023 |
| Primary Code | 035 |
| First Use Anywhere Date | Thursday, May 18, 2023 |
| First Use In Commerce Date | Thursday, May 18, 2023 |
| Party Name | Working Systems Inc. |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 03 - Corporation |
| Address | Santa Fe, NM 87505 |
| Party Name | Working Systems Inc. |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 03 - Corporation |
| Address | Santa Fe, NM 87505 |
| Party Name | Working Systems Inc. |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 03 - Corporation |
| Address | Santa Fe, NM 87505 |
| Event Date | Event Description |
| Monday, May 22, 2023 | NEW APPLICATION ENTERED |
| Tuesday, June 20, 2023 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Wednesday, June 21, 2023 | NOTICE OF DESIGN SEARCH CODE E-MAILED |
| Monday, February 12, 2024 | ASSIGNED TO EXAMINER |
| Tuesday, February 13, 2024 | EXAMINERS AMENDMENT -WRITTEN |
| Tuesday, February 13, 2024 | EXAMINERS AMENDMENT E-MAILED |
| Tuesday, February 13, 2024 | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED |
| Tuesday, February 13, 2024 | EXAMINER'S AMENDMENT ENTERED |
| Tuesday, February 13, 2024 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Wednesday, February 28, 2024 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Wednesday, February 28, 2024 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Tuesday, March 19, 2024 | PUBLISHED FOR OPPOSITION |
| Tuesday, March 19, 2024 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, June 4, 2024 | REGISTERED-PRINCIPAL REGISTER |
| Tuesday, June 4, 2024 | NOTICE OF REGISTRATION CONFIRMATION EMAILED |