| Serial Number | 87317896 |
| Word Mark | THE WEALTH CONSERVATORY |
| Filing Date | Monday, January 30, 2017 |
| Status | 702 - SECTION 8 & 15 - ACCEPTED AND ACKNOWLEDGED |
| Status Date | Wednesday, March 20, 2024 |
| Registration Number | 5294767 |
| Registration Date | Tuesday, September 26, 2017 |
| Mark Drawing | 4000 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | Tuesday, July 11, 2017 |
| In Another Form Statement | The mark was first used in commerce in a different form other than that sought to be registered at least as early as 09/30/2009. |
| Goods and Services | Financial services, namely, investment research, advisory, consultancy, and supervisory services; investment research, advisory, consultancy and supervisory services with special emphasis upon value and small-cap investing; financial planning services; financial planning services regarding employee benefits, insurance consultancy, financial risk, and budget planning; fiduciary compliance consultancy, namely, consulting in the field of federal securities regulations governing investment advisory activities; fiduciary consultancy services for financial trust and estate advisory and administration |
| Goods and Services | Tax and taxation planning, advice, information and consultancy services |
| In Another Form Statement | The mark was first used anywhere in a different form other than that sought to be registered at least as early as 09/30/2009. |
| Disclaimer with Predetermined Text | "WEALTH" |
| International Class | 035 - Advertising; business management; business administration; office functions. |
| US Class Codes | 100, 101, 102 |
| Class Status Code | 6 - Active |
| Class Status Date | Wednesday, April 26, 2017 |
| Primary Code | 035 |
| First Use Anywhere Date | Wednesday, September 30, 2009 |
| First Use In Commerce Date | Wednesday, September 30, 2009 |
| 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, February 2, 2017 |
| Primary Code | 036 |
| First Use Anywhere Date | Wednesday, September 30, 2009 |
| First Use In Commerce Date | Wednesday, September 30, 2009 |
| Party Name | Comprehensive Planning Associates, Inc. |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 03 - Corporation |
| Address | Lebanon, NH 03766 |
| Party Name | Comprehensive Planning Associates, Inc. |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 03 - Corporation |
| Address | Lebanon, NH 03766 |
| Party Name | Comprehensive Planning Associates, Inc. |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 03 - Corporation |
| Address | Lebanon, NH 03766 |
| Event Date | Event Description |
| Wednesday, March 20, 2024 | NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED |
| Wednesday, March 20, 2024 | REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK. |
| Wednesday, March 20, 2024 | CASE ASSIGNED TO POST REGISTRATION PARALEGAL |
| Monday, September 25, 2023 | TEAS SECTION 8 & 15 RECEIVED |
| Monday, September 26, 2022 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED |
| Tuesday, September 26, 2017 | REGISTERED-PRINCIPAL REGISTER |
| Tuesday, July 11, 2017 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, July 11, 2017 | PUBLISHED FOR OPPOSITION |
| Wednesday, June 21, 2017 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Tuesday, June 6, 2017 | LAW OFFICE PUBLICATION REVIEW COMPLETED |
| Wednesday, May 31, 2017 | ASSIGNED TO LIE |
| Monday, May 15, 2017 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Thursday, May 11, 2017 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Thursday, May 11, 2017 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Tuesday, May 2, 2017 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Wednesday, April 26, 2017 | COMBINED EXAMINER'S AMENDMENT/PRIORITY ACTION ENTERED |
| Wednesday, April 26, 2017 | ASSIGNED TO LIE |
| Wednesday, April 26, 2017 | NOTIFICATION OF EXAMINER'S AMENDMENT/PRIORITY ACTION E-MAILED |
| Wednesday, April 26, 2017 | EXAMINER'S AMENDMENT/PRIORITY ACTION E-MAILED |
| Wednesday, April 26, 2017 | EXAMINERS AMENDMENT AND/OR PRIORITY ACTION - COMPLETED |
| Tuesday, April 25, 2017 | ASSIGNED TO EXAMINER |
| Thursday, February 2, 2017 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Thursday, February 2, 2017 | NEW APPLICATION ENTERED |