| Serial Number | 88814297 |
| Word Mark | THE FOUR SQUARE METHOD |
| Filing Date | Friday, February 28, 2020 |
| Status | 700 - REGISTERED |
| Status Date | Tuesday, September 7, 2021 |
| Registration Number | 6479877 |
| Registration Date | Tuesday, September 7, 2021 |
| Mark Drawing | 3000 - Illustration: Drawing or design which also includes word(s) / letter(s) / number(s) |
| Published for Opposition Date | Tuesday, January 5, 2021 |
| Indication of Colors claimed | Color is not claimed as a feature of the mark. |
| Disclaimer with Predetermined Text | "METHOD" |
| Description of Mark | The mark consists of the design of four squares forming a larger square, to the left of the wording "THE FOUR SQUARE METHOD" in stylized font. |
| Goods and Services | Personalized financial portfolio management, marketed and sold to high net worth individuals and institutions; personalized funds investment and fund investment consultation services, marketed and sold to high net worth individuals and institutions; personalized capital investment counseling services, marketed and sold to high net worth individuals and institutions; personalized management of portfolios comprising securities, marketed and sold to high net worth individuals and institutions; personalized investment management services with respect to mutual funds, pension accounts, institutional accounts, and separate accounts, marketed and sold to high net worth individuals and institutions; personalized financial and investment services, namely, management and brokerage in the fields of stocks, bonds, options, commodities, futures and other securities, and the investment of funds of others, marketed and sold to high net worth individuals and institutions; all the foregoing excluding financing of loans |
| 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 | Thursday, March 5, 2020 |
| Primary Code | 036 |
| First Use Anywhere Date | Thursday, May 27, 2021 |
| First Use In Commerce Date | Thursday, May 27, 2021 |
| Party Name | Barrett & Company |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 03 - Corporation |
| Address | Providence, RI 02903 |
| Party Name | Barrett & Company |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 03 - Corporation |
| Address | Providence, RI 02903 |
| Party Name | Barrett & Company |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 03 - Corporation |
| Address | Providence, RI 02903 |
| Event Date | Event Description |
| Tuesday, September 7, 2021 | REGISTERED-PRINCIPAL REGISTER |
| Thursday, August 5, 2021 | NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED |
| Wednesday, August 4, 2021 | ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED |
| Thursday, July 15, 2021 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Thursday, July 15, 2021 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Tuesday, July 13, 2021 | ASSIGNED TO LIE |
| Tuesday, June 1, 2021 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Tuesday, April 20, 2021 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Tuesday, April 20, 2021 | NON-FINAL ACTION E-MAILED |
| Tuesday, April 20, 2021 | SU - NON-FINAL ACTION - WRITTEN |
| Friday, April 16, 2021 | STATEMENT OF USE PROCESSING COMPLETE |
| Wednesday, March 31, 2021 | USE AMENDMENT FILED |
| Friday, April 16, 2021 | CASE ASSIGNED TO INTENT TO USE PARALEGAL |
| Wednesday, March 31, 2021 | TEAS STATEMENT OF USE RECEIVED |
| Tuesday, March 2, 2021 | NOA E-MAILED - SOU REQUIRED FROM APPLICANT |
| Tuesday, January 5, 2021 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, January 5, 2021 | PUBLISHED FOR OPPOSITION |
| Wednesday, December 16, 2020 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Friday, November 27, 2020 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Monday, October 19, 2020 | EXAMINER'S AMENDMENT ENTERED |
| Monday, October 19, 2020 | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED |
| Monday, October 19, 2020 | EXAMINERS AMENDMENT E-MAILED |
| Monday, October 19, 2020 | EXAMINERS AMENDMENT -WRITTEN |
| Thursday, September 24, 2020 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Wednesday, September 23, 2020 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Wednesday, September 23, 2020 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Thursday, May 28, 2020 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Thursday, May 28, 2020 | NON-FINAL ACTION E-MAILED |
| Thursday, May 28, 2020 | NON-FINAL ACTION WRITTEN |
| Tuesday, May 19, 2020 | ASSIGNED TO EXAMINER |
| Friday, March 6, 2020 | NOTICE OF DESIGN SEARCH CODE E-MAILED |
| Thursday, March 5, 2020 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED IN TRAM |
| Thursday, March 5, 2020 | NEW APPLICATION ENTERED IN TRAM |