| Serial Number | 98068960 |
| Word Mark | TRUBEE WEALTH ADVISORS |
| Filing Date | Monday, July 3, 2023 |
| Status | 700 - REGISTERED |
| Status Date | Tuesday, July 9, 2024 |
| Registration Number | 7440985 |
| Registration Date | Tuesday, July 9, 2024 |
| Mark Drawing | 4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | Tuesday, April 23, 2024 |
| 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 00/00/1940 |
| Pseudo Mark | TRUE BEE WEALTH ADVISORS |
| Goods and Services | Financial consultancy; Financial management; Financial risk management consultation; Financial services, namely, wealth management services; Providing financial information via a web site; Estate planning; Investment management; Capital investment consulting; Capital investment services; Corporate finance services, namely, consultation in the field of capital structure; Financial and investment services, namely, management and brokerage in the fields of stocks, bonds, options, commodities, futures and other securities, and the investment of funds of others; Financial investment analysis and stock research; Financial services, namely, a total portfolio offering for high net worth clients consisting of both separate accounts and mutual funds for equity and fixed income investments; Financial services, namely, raising debt and equity capital for others; Information, advisory, consultancy and financial research services relating to finance and investments; Management of a capital investment fund; Providing financial services with respect to securities and other financial instruments and products, namely, money management services; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement; Real estate funds investment services; Real estate investment trust services |
| NOT AVAILABLE | "WEALTH ADVISORS" |
| 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 00/00/1940 |
| 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 | Wednesday, August 2, 2023 |
| Primary Code | 036 |
| First Use Anywhere Date | Sunday, January 1, 2023 |
| First Use In Commerce Date | Sunday, January 1, 2023 |
| Party Name | TRUBEE WEALTH ADVISORS, INC. |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 03 - Corporation |
| Address | BUFFALO, NY 14225 |
| Party Name | TRUBEE WEALTH ADVISORS, INC. |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 03 - Corporation |
| Address | BUFFALO, NY 14225 |
| Party Name | TRUBEE WEALTH ADVISORS, INC. |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 03 - Corporation |
| Address | BUFFALO, NY 14225 |
| Event Date | Event Description |
| Thursday, July 6, 2023 | NEW APPLICATION ENTERED |
| Wednesday, August 2, 2023 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Friday, March 15, 2024 | ASSIGNED TO EXAMINER |
| Saturday, March 16, 2024 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Wednesday, April 3, 2024 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Tuesday, April 23, 2024 | PUBLISHED FOR OPPOSITION |
| Tuesday, April 23, 2024 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, July 9, 2024 | REGISTERED-PRINCIPAL REGISTER |
| Tuesday, July 9, 2024 | NOTICE OF REGISTRATION CONFIRMATION EMAILED |