| Serial Number | 90245506 |
| Word Mark | TRILITH TAX PLANNING |
| Filing Date | Friday, October 9, 2020 |
| Status | 688 - NOTICE OF ALLOWANCE - ISSUED |
| Status Date | Tuesday, August 13, 2024 |
| Registration Number | 0000000 |
| Registration Date | NOT AVAILABLE |
| Mark Drawing | 4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | Tuesday, February 20, 2024 |
| Goods and Services | Banking and financing services; Banking consultation; Clearing and reconciling financial transactions via a global computer network; Credit and financial consultation; Financial advice, namely, budget planning; Financial advisory and consultancy services; Financial advisory and consultancy services, namely, the creation of personalized strategies to achieve financial independence; Financial analysis; Financial consultancy; Financial consulting services, namely, expert analysis in finance; Financial evaluation, tracking, analysis, forecasting, consultancy, advisory and research services relating to securities and other financial instruments; Financial information provided by electronic means; Financial management; Financial management via the Internet; Financial planning; Financial portfolio management; Financial risk management; Financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; Financial services, namely, electronic remote check deposit services; Investment banking services; Issuance of bank checks; Mutual fund brokerage; Providing a web site featuring personal financial information and financial advice; Providing financial information; Providing information in the field of finance; Providing on-line financial calculators |
| Goods and Services | Financial statement preparation and analysis for businesses; Tax and taxation planning, advice, information and consultancy services; Accountancy services; Accounting consultation; Accounting for third parties; Analyzing and compiling business data; Analyzing and compiling business data for accounting, banking, financial, insurance, legal, and travel; Business advice and information relating to loans, finance and capital; Compiling financial, securities, stock exchange, trade and quote, index value and other financial market information for business purposes; Confirming scheduled appointments for others; Confirming scheduled appointments for others in the field of accounting, banking, financial, insurance, legal, and travel; Consulting and information concerning accounting; Financial auditing; Financial records management; Forensic accounting research services; Forensic accounting services; Income tax consultation; Income tax preparation; Maintaining and recording the ownership of shares, stocks and securities; Management of tax files; Office functions in the nature of maintaining records of ownership of stocks, shares and securities; Office functions in the nature of maintaining records of settlements for transfers of stocks, shares and securities; Organizational services for business purposes; Philanthropy consultation relating to taxation planning; Preparation of financial statements; Providing a website featuring public policy information in the field of tax reform and tax policy; Providing and updating a financial index; Providing and updating a financial index of securities values and classification, analysis, and reporting thereof; Providing facilities for business meetings; Providing financial indices based on selected groups of securities; Providing financial indices of select bonds to enable consumers to evaluate investments and market trends in the bond market; Providing financial indices of select securities to enable consumers to evaluate investments and market trends in the securities market; Providing information, news and commentary in the field of business; Providing statistical information and indexes of mortgages, interests, and prices for others; Tax advisory services; Tax assessment; Tax consultation; Tax filing services; Tax preparation; Tax preparation services provided via telephone, internet, and in-person; Updating and maintaining business contact information via the Internet |
| NOT AVAILABLE | "TAX PLANNING" |
| International Class | 035 - Advertising; business management; business administration; office functions. |
| US Class Codes | 100, 101, 102 |
| Class Status Code | 6 - Active |
| Class Status Date | Tuesday, November 24, 2020 |
| Primary Code | 035 |
| First Use Anywhere Date | NOT AVAILABLE |
| First Use In Commerce Date | NOT AVAILABLE |
| 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 | Tuesday, November 24, 2020 |
| Primary Code | 036 |
| First Use Anywhere Date | NOT AVAILABLE |
| First Use In Commerce Date | NOT AVAILABLE |
| Party Name | P Family Holding Company LLC |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Naples, FL 34108 |
| Party Name | P Family Holding Company LLC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Naples, FL 34108 |
| Event Date | Event Description |
| Tuesday, October 13, 2020 | NEW APPLICATION ENTERED |
| Tuesday, November 24, 2020 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Tuesday, March 9, 2021 | ASSIGNED TO EXAMINER |
| Tuesday, March 9, 2021 | NON-FINAL ACTION WRITTEN |
| Tuesday, March 9, 2021 | NON-FINAL ACTION E-MAILED |
| Tuesday, March 9, 2021 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Thursday, August 26, 2021 | EXAMINERS AMENDMENT -WRITTEN |
| Thursday, August 26, 2021 | EXAMINERS AMENDMENT E-MAILED |
| Thursday, August 26, 2021 | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED |
| Thursday, August 26, 2021 | EXAMINER'S AMENDMENT ENTERED |
| Thursday, August 26, 2021 | SUSPENSION LETTER WRITTEN |
| Thursday, August 26, 2021 | LETTER OF SUSPENSION E-MAILED |
| Thursday, August 26, 2021 | NOTIFICATION OF LETTER OF SUSPENSION E-MAILED |
| Friday, April 29, 2022 | REPORT COMPLETED SUSPENSION CHECK CASE STILL SUSPENDED |
| Monday, December 5, 2022 | REPORT COMPLETED SUSPENSION CHECK CASE STILL SUSPENDED |
| Wednesday, June 21, 2023 | REPORT COMPLETED SUSPENSION CHECK CASE STILL SUSPENDED |
| Thursday, June 22, 2023 | REPORT COMPLETED SUSPENSION CHECK CASE STILL SUSPENDED |
| Tuesday, January 16, 2024 | EXAMINERS AMENDMENT -WRITTEN |
| Tuesday, January 16, 2024 | EXAMINERS AMENDMENT E-MAILED |
| Tuesday, January 16, 2024 | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED |
| Tuesday, January 16, 2024 | EXAMINER'S AMENDMENT ENTERED |
| Tuesday, January 16, 2024 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Tuesday, January 16, 2024 | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
| Tuesday, January 16, 2024 | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |
| Tuesday, January 16, 2024 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
| Wednesday, January 31, 2024 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Wednesday, January 31, 2024 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Friday, March 15, 2024 | EXTENSION OF TIME TO OPPOSE RECEIVED |
| Tuesday, February 20, 2024 | PUBLISHED FOR OPPOSITION |
| Monday, March 4, 2024 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Friday, June 21, 2024 | OPPOSITION INSTITUTED NO. 999999 |
| Friday, June 21, 2024 | EXTENSION OF TIME TO OPPOSE PROCESS - TERMINATED |
| Tuesday, July 2, 2024 | OPPOSITION DISMISSED NO. 999999 |
| Tuesday, July 2, 2024 | TTAB RELEASE CASE TO TRADEMARKS |
| Tuesday, July 2, 2024 | OPPOSITION TERMINATED NO. 999999 |
| Tuesday, August 13, 2024 | NOA E-MAILED - SOU REQUIRED FROM APPLICANT |