| Serial Number | 85899908 |
| Word Mark | TOTAL ALIGNMENT |
| Filing Date | Wednesday, April 10, 2013 |
| Status | 710 - CANCELLED - SECTION 8 |
| Status Date | Friday, March 5, 2021 |
| Registration Number | 4576884 |
| Registration Date | Tuesday, July 29, 2014 |
| Mark Drawing | 4000 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | Tuesday, September 17, 2013 |
| Goods and Services | Wealth management, financial planning, and investment advisory services; financial services in the nature of multi-family office services, namely, financial planning services for retirement, estate planning, financial consultation in the nature of advising on charitable donations, estate trust management, review of insurance needs and policies; investment and financial services, namely, financial risk planning, legacy planning in the nature of retirement income and cash flow planning, financial planning in the field of charitable giving, financial planning in the field of educational expenses; financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; financial consultation in the field of wealth management, namely, advising high net worth individuals on issues of portfolio planning and investment planning; Providing virtual online financial account aggregation services in the nature of consolidating financial information for family members and their advisors from multiple sources via a website |
| Goods and Services | Providing a virtual family office repository in the nature of a website for the electronic storage of financial documents and papers for family members and their advisors |
| Goods and Services | Computer services, namely, providing an interactive website featuring technology that allows a team of financial advisors to combine their expertise to manage financial accounts, documents and papers of a single family; providing a website featuring technology that enables financial advisors to consolidate a family's account information from multiple sources |
| 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, March 5, 2021 |
| Primary Code | 036 |
| First Use Anywhere Date | Sunday, April 14, 2013 |
| First Use In Commerce Date | Sunday, April 14, 2013 |
| International Class | 039 - Transport; packaging and storage of goods; travel arrangement. |
| US Class Codes | 100, 105 |
| Class Status Code | 2 - Sec. 8 - Entire Registration |
| Class Status Date | Friday, March 5, 2021 |
| Primary Code | 039 |
| First Use Anywhere Date | Sunday, April 14, 2013 |
| First Use In Commerce Date | Sunday, April 14, 2013 |
| International Class | 042 - Scientific and technological services and research and design relating thereto; industrial analysis and research services; design and development of computer hardware and software. |
| US Class Codes | 100, 101 |
| Class Status Code | 2 - Sec. 8 - Entire Registration |
| Class Status Date | Friday, March 5, 2021 |
| Primary Code | 042 |
| First Use Anywhere Date | Sunday, April 14, 2013 |
| First Use In Commerce Date | Sunday, April 14, 2013 |
| Party Name | Total Alignment Wealth Advisors, LLC |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | New York, NY 10001 |
| Party Name | Total Alignment Wealth Advisors, LLC |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | New York, NY 10001 |
| Party Name | Total Alignment Wealth Advisors, LLC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | New York, NY 10119 |
| Event Date | Event Description |
| Friday, March 5, 2021 | CANCELLED SEC. 8 (6-YR) |
| Monday, July 29, 2019 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED |
| Tuesday, July 29, 2014 | REGISTERED-PRINCIPAL REGISTER |
| Thursday, June 26, 2014 | NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED |
| Wednesday, June 25, 2014 | LAW OFFICE REGISTRATION REVIEW COMPLETED |
| Tuesday, June 24, 2014 | ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED |
| Wednesday, June 4, 2014 | STATEMENT OF USE PROCESSING COMPLETE |
| Friday, May 9, 2014 | USE AMENDMENT FILED |
| Wednesday, June 4, 2014 | CASE ASSIGNED TO INTENT TO USE PARALEGAL |
| Friday, May 9, 2014 | TEAS STATEMENT OF USE RECEIVED |
| Tuesday, November 12, 2013 | NOA E-MAILED - SOU REQUIRED FROM APPLICANT |
| Tuesday, September 17, 2013 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, September 17, 2013 | PUBLISHED FOR OPPOSITION |
| Wednesday, August 28, 2013 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Thursday, August 15, 2013 | LAW OFFICE PUBLICATION REVIEW COMPLETED |
| Thursday, August 15, 2013 | ASSIGNED TO LIE |
| Thursday, August 1, 2013 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Thursday, August 1, 2013 | EXAMINER'S AMENDMENT ENTERED |
| Thursday, August 1, 2013 | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED |
| Thursday, August 1, 2013 | EXAMINERS AMENDMENT E-MAILED |
| Thursday, August 1, 2013 | EXAMINERS AMENDMENT -WRITTEN |
| Thursday, July 25, 2013 | ASSIGNED TO EXAMINER |
| Tuesday, April 16, 2013 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED IN TRAM |
| Saturday, April 13, 2013 | NEW APPLICATION ENTERED IN TRAM |