| Serial Number | 86339952 |
| Word Mark | THE "U.P. PROCESS" UNCONVENTIONAL PORTFOK |
| Filing Date | Thursday, July 17, 2014 |
| Status | 710 - CANCELLED - SECTION 8 |
| Status Date | Friday, December 3, 2021 |
| Registration Number | 4703208 |
| Registration Date | Tuesday, March 17, 2015 |
| Mark Drawing | 3000 - Illustration: Drawing or design which also includes word(s) / letter(s) / number(s) |
| Published for Opposition Date | Tuesday, December 30, 2014 |
| Indication of Colors claimed | The color(s) navy blue, white, gold is/are claimed as a feature of the mark. |
| Disclaimer with Predetermined Text | "PROCESS", "PORTFOLIO PROCESS", "STRATEGY", "DISCIPLINE", "PLAN", "IMPLEMENT", "MONITOR", AND "GLOBAL MARKET RISK" |
| Description of Mark | The mark consists of the stylized wording "THE "U.P. PROCESS" in navy blue, over the stylized wording "UNCONVENTIONAL PORTFOLIO PROCESS", with the "U" in "UNCONVENTIONAL" and the "P" in "PORTFOLIO" in navy blue, the rest of that wording ingold, and "PROCESS" also in navy blue.Underneath is the stylized wording "EXECUTING PLANS EFFECTIVELY FOR LIFE.FORWARD." in navy blue. Under the wording is a design element consisting of a globe, with continents in gold and water in a lighter shade of gold and with a white highlight near the center. The stylized wording "GLOBAL MARKET RISK" is printed over the globe in navy blue. Around the globe are navy blue boxes with white highlights, each containing one of the following words in white, "STRATEGY", "DISCIPLINE", "PLAN", "IMPLEMENT", "MONITOR". There are arrows between each box also in navy blue. |
| Goods and Services | Financial planning; Financial planning and investment advisory services; Financial planning consultation; Financial planning for retirement; Financial planning, namely, the creation of personalized strategies to achieve financial independence |
| International Class | 036 - Insurance; financial affairs; monetary affairs; real estate affairs. |
| US Class Codes | 100, 101, 102 |
| Class Status Code | 2 - Sec. 8 - Entire Registration |
| Class Status Date | Friday, December 3, 2021 |
| Primary Code | 036 |
| First Use Anywhere Date | Tuesday, July 1, 2014 |
| First Use In Commerce Date | Tuesday, July 1, 2014 |
| Party Name | TA Capital, LLC |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Lake Charles, LA 70629 |
| Party Name | TA Capital, LLC |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Lake Charles, LA 70629 |
| Party Name | TA Capital, LLC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Lake Charles, LA 70629 |
| Event Date | Event Description |
| Friday, December 3, 2021 | CANCELLED SEC. 8 (6-YR) |
| Tuesday, March 17, 2020 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED |
| Tuesday, March 17, 2015 | REGISTERED-PRINCIPAL REGISTER |
| Tuesday, December 30, 2014 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, December 30, 2014 | PUBLISHED FOR OPPOSITION |
| Wednesday, December 10, 2014 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Sunday, November 23, 2014 | LAW OFFICE PUBLICATION REVIEW COMPLETED |
| Saturday, November 22, 2014 | ASSIGNED TO LIE |
| Tuesday, November 4, 2014 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Tuesday, November 4, 2014 | EXAMINER'S AMENDMENT ENTERED |
| Tuesday, November 4, 2014 | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED |
| Tuesday, November 4, 2014 | EXAMINERS AMENDMENT E-MAILED |
| Tuesday, November 4, 2014 | EXAMINERS AMENDMENT -WRITTEN |
| Wednesday, October 29, 2014 | ASSIGNED TO EXAMINER |
| Thursday, July 24, 2014 | NOTICE OF DESIGN SEARCH CODE E-MAILED |
| Wednesday, July 23, 2014 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED IN TRAM |
| Monday, July 21, 2014 | NEW APPLICATION ENTERED IN TRAM |