| Serial Number | 98366365 |
| Word Mark | TRUE RICHES |
| Filing Date | Friday, January 19, 2024 |
| Status | 688 - NOTICE OF ALLOWANCE - ISSUED |
| Status Date | Tuesday, November 26, 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, October 1, 2024 |
| Goods and Services | Financial services, namely, trust company services; professional fiduciary representative services; investment counseling; insurance consultation services; financial analysis, planning, consultation, and management services; estate planning; financial planning for retirement; investment management and consultation services; financial custody services, namely, maintaining possession of financial assets for others for financial management purposes; financial portfolio management; financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; bill payment services; consulting services in the field of monetary philanthropic and charitable giving; financial investment analysis; information, advisory, consultancy and research services relating to finance and investments; providing information and research in the field of finance and financial investments; investment banking services; institutional investment advisory services; institutional consulting services, namely, investment advisory services, investment advice in the field of retirement, and employee financial planning advisory services |
| Goods and Services | Business succession planning; business consulting services in the fields of succession planning, tax planning, business capitalization and business plan development; developing and managing the charitable giving programs of others; tax preparation services; business consulting and advisory services for institutions |
| International Class | 035 - Advertising; business management; business administration; office functions. |
| US Class Codes | 100, 101, 102 |
| Class Status Code | 6 - Active |
| Class Status Date | Friday, January 19, 2024 |
| 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 | Friday, January 19, 2024 |
| Primary Code | 036 |
| First Use Anywhere Date | NOT AVAILABLE |
| First Use In Commerce Date | NOT AVAILABLE |
| Party Name | Blue Trust, Inc. |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 03 - Corporation |
| Address | Brentwood, TN 37027 |
| Party Name | Blue Trust, Inc. |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 03 - Corporation |
| Address | Brentwood, TN 37027 |
| Event Date | Event Description |
| Friday, January 19, 2024 | NEW APPLICATION ENTERED |
| Sunday, May 19, 2024 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Tuesday, June 25, 2024 | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED |
| Tuesday, June 25, 2024 | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |
| Tuesday, June 25, 2024 | TEAS CHANGE OF OWNER ADDRESS RECEIVED |
| Tuesday, June 25, 2024 | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
| Tuesday, June 25, 2024 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
| Tuesday, July 23, 2024 | TEAS VOLUNTARY AMENDMENT RECEIVED |
| Thursday, August 15, 2024 | ASSIGNED TO EXAMINER |
| Monday, August 26, 2024 | EXAMINER'S AMENDMENT ENTERED |
| Monday, August 26, 2024 | EXAMINERS AMENDMENT -WRITTEN |
| Monday, August 26, 2024 | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED |
| Monday, August 26, 2024 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Monday, August 26, 2024 | EXAMINERS AMENDMENT E-MAILED |
| Wednesday, September 11, 2024 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Tuesday, October 1, 2024 | PUBLISHED FOR OPPOSITION |
| Tuesday, October 1, 2024 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, November 26, 2024 | NOA E-MAILED - SOU REQUIRED FROM APPLICANT |