| Serial Number | 77075434 |
| Word Mark | THE WEALTH & WELL-BEING INSTITUTE AT GIBRALTAR PRIVATE |
| Filing Date | Wednesday, January 3, 2007 |
| Status | 711 - CANCELLED - SECTION 7 |
| Status Date | Saturday, December 21, 2019 |
| Registration Number | 3890423 |
| Registration Date | Tuesday, December 14, 2010 |
| Mark Drawing | 4000 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | Tuesday, January 1, 2008 |
| Disclaimer with Predetermined Text | "WEALTH & WELL-BEING" FOR INTERNATIONAL CLASS 035, "PRIVATE" AND "WEALTH & WELL-BEING" FOR INTERNATIONAL CLASS 036, AND "WEALTH & WELL-BEING INSTITUTE" FOR INTERNATIONAL CLASS 041 |
| Goods and Services | Business management services for individuals and families, namely, taxes and business succession planning; business administration services, namely, financial records management, record keeping and document indexing |
| Goods and Services | Financial services for individuals and families, namely, consultation, research, analysis, strategic planning, budgeting, and money and asset management in the field of personal, household and family finance, namely, management of income, debt, credit and loans, savings and investments, insurance, retirement, wealth transfers between family members, guardianship accounts and trusts, estate planning, selection of donees to receive philanthropic monetary donations and administration of philanthropic monetary gifts; Banking and financial services, namely, savings and checking account services, certificates of deposit, money market accounts, guardianship accounts, and credit card accounts, consumer lending services and commercial lending services, mortgage brokerage and banking services, financial planning services, financial investment services, namely, consultation, analysis, planning, and management for consumers and businesses in the fields of commodities, securities, annuities, mutual funds, bonds, real estate, retirement accounts, pension and profit sharing plans, trusts, foundations and endowments, charitable gifts, escrow accounts, bill payment services, electronic transfer of funds on behalf of others, mortgage and accounts receivable collections, stock brokerage services, insurance brokerage services, and providing information in the field of financial planning, investment and finance in the form of print publications, videos, CDs and DVDs, online publications, and via computer networks and global communications networks |
| Goods and Services | Education services, namely, providing seminars and workshops in the field of finance for consumers and businesses |
| Pseudo Mark | THE WEALTH AND WELL-BEING INSTITUTE AT GIBRALTAR PRIVATE |
| International Class | 035 - Advertising; business management; business administration; office functions. |
| US Class Codes | 100, 101, 102 |
| Class Status Code | 1 - Sec. 7(d) - Entire Registration |
| Class Status Date | Saturday, December 21, 2019 |
| Primary Code | 035 |
| First Use Anywhere Date | Monday, June 1, 2009 |
| First Use In Commerce Date | Monday, June 1, 2009 |
| International Class | 036 - Insurance; financial affairs; monetary affairs; real estate affairs. |
| US Class Codes | 100, 101, 102 |
| Class Status Code | 1 - Sec. 7(d) - Entire Registration |
| Class Status Date | Saturday, December 21, 2019 |
| Primary Code | 036 |
| First Use Anywhere Date | Monday, June 1, 2009 |
| First Use In Commerce Date | Monday, June 1, 2009 |
| International Class | 041 - Education; providing of training; entertainment; sporting and cultural activities. |
| US Class Codes | 100, 101, 107 |
| Class Status Code | 1 - Sec. 7(d) - Entire Registration |
| Class Status Date | Saturday, December 21, 2019 |
| Primary Code | 041 |
| First Use Anywhere Date | Monday, June 1, 2009 |
| First Use In Commerce Date | Monday, June 1, 2009 |
| Party Name | IBERIABANK CORPORATION |
| Party Type | 31 - New Owner After Registration |
| Legal Entity Type | 03 - Corporation |
| Address | LAFAYETTE, LA 70501 |
| Party Name | Gibraltar Private Bank & Trust Company |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 99 - Other |
| Address | Coral Gables, FL 33134 |
| Party Name | Gibraltar Private Bank & Trust Company |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 99 - Other |
| Address | Coral Gables, FL 33134 |
| Party Name | Gibraltar Private Bank & Trust Company |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 99 - Other |
| Address | Coral Gables, FL 33134 |
| Event Date | Event Description |
| Tuesday, December 24, 2019 | NOTICE OF CANCELLATION SEC. 7 SURRENDER EMAILED |
| Saturday, December 21, 2019 | CANCELLED SECTION 7-TOTAL |
| Tuesday, November 12, 2019 | REQUEST FOR SECT 7 TOTAL SURRENDER FILED |
| Wednesday, December 18, 2019 | CASE ASSIGNED TO POST REGISTRATION PARALEGAL |
| Saturday, December 14, 2019 | COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED |
| Tuesday, November 12, 2019 | TEAS SECTION 7 SURRENDER RECEIVED |
| Friday, October 18, 2019 | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |
| Friday, October 18, 2019 | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
| Wednesday, September 25, 2019 | AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP |
| Thursday, February 16, 2017 | NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED |
| Thursday, February 16, 2017 | REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK. |
| Thursday, February 16, 2017 | CASE ASSIGNED TO POST REGISTRATION PARALEGAL |
| Friday, December 9, 2016 | TEAS SECTION 8 & 15 RECEIVED |
| Tuesday, August 27, 2013 | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED |
| Tuesday, August 27, 2013 | TEAS CHANGE OF OWNER ADDRESS RECEIVED |
| Tuesday, December 14, 2010 | REGISTERED-PRINCIPAL REGISTER |
| Wednesday, November 10, 2010 | NOTICE OF ACCEPTANCE OF STATEMENT OF USE MAILED |
| Tuesday, November 9, 2010 | LAW OFFICE REGISTRATION REVIEW COMPLETED |
| Tuesday, November 9, 2010 | ASSIGNED TO LIE |
| Thursday, October 28, 2010 | ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED |
| Wednesday, October 27, 2010 | EXAMINERS AMENDMENT MAILED |
| Tuesday, October 26, 2010 | EXAMINER'S AMENDMENT ENTERED |
| Tuesday, October 26, 2010 | SU-EXAMINER'S AMENDMENT WRITTEN |
| Tuesday, October 5, 2010 | STATEMENT OF USE PROCESSING COMPLETE |
| Monday, September 13, 2010 | USE AMENDMENT FILED |
| Tuesday, October 5, 2010 | CASE ASSIGNED TO INTENT TO USE PARALEGAL |
| Monday, September 13, 2010 | TEAS STATEMENT OF USE RECEIVED |
| Friday, March 26, 2010 | NOTICE OF APPROVAL OF EXTENSION REQUEST MAILED |
| Wednesday, March 24, 2010 | EXTENSION 4 GRANTED |
| Wednesday, March 24, 2010 | EXTENSION 4 FILED |
| Wednesday, March 24, 2010 | TEAS EXTENSION RECEIVED |
| Monday, September 21, 2009 | EXTENSION 3 GRANTED |
| Monday, September 21, 2009 | EXTENSION 3 FILED |
| Monday, September 21, 2009 | TEAS EXTENSION RECEIVED |
| Wednesday, March 11, 2009 | EXTENSION 2 GRANTED |
| Wednesday, March 11, 2009 | EXTENSION 2 FILED |
| Wednesday, March 11, 2009 | TEAS EXTENSION RECEIVED |
| Wednesday, September 10, 2008 | EXTENSION 1 GRANTED |
| Wednesday, September 10, 2008 | EXTENSION 1 FILED |
| Wednesday, September 10, 2008 | TEAS EXTENSION RECEIVED |
| Tuesday, March 25, 2008 | NOA MAILED - SOU REQUIRED FROM APPLICANT |
| Tuesday, January 1, 2008 | PUBLISHED FOR OPPOSITION |
| Wednesday, December 12, 2007 | NOTICE OF PUBLICATION |
| Wednesday, November 28, 2007 | LAW OFFICE PUBLICATION REVIEW COMPLETED |
| Tuesday, November 27, 2007 | ASSIGNED TO LIE |
| Tuesday, November 27, 2007 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Friday, November 16, 2007 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Friday, November 16, 2007 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Friday, November 16, 2007 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Tuesday, September 25, 2007 | NON-FINAL ACTION MAILED |
| Monday, September 24, 2007 | NON-FINAL ACTION WRITTEN |
| Friday, August 31, 2007 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Friday, August 31, 2007 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Friday, August 31, 2007 | ASSIGNED TO LIE |
| Tuesday, July 31, 2007 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Friday, April 27, 2007 | NON-FINAL ACTION MAILED |
| Thursday, April 26, 2007 | NON-FINAL ACTION WRITTEN |
| Monday, April 23, 2007 | ASSIGNED TO EXAMINER |
| Tuesday, January 9, 2007 | NOTICE OF PSEUDO MARK MAILED |
| Monday, January 8, 2007 | NEW APPLICATION ENTERED IN TRAM |