| Serial Number | 88537206 |
| Word Mark | TRUST MATTERS |
| Filing Date | Thursday, July 25, 2019 |
| Status | 700 - REGISTERED |
| Status Date | Tuesday, January 2, 2024 |
| Registration Number | 7257008 |
| Registration Date | Tuesday, January 2, 2024 |
| Mark Drawing | 4000 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | Tuesday, October 10, 2023 |
| Goods and Services | Downloadable electronic newsletters in the field of wealth management |
| Goods and Services | Newsletters about wealth management |
| Goods and Services | Financial services, namely, wealth management services |
| Order restricting Scope or Claim of Registration | Registration limited to the area comprising the States of North Carolina, South Carolina, Florida, Georgia, Virginia, Tennessee, Pennsylvania, and Texas, pursuant to Concurrent Use No. 94003004. Concurrent Registration with Correct Capital Wealth Management, LLC (Application Serial No. 88393944). |
| International Class | 009 - Scientific, nautical, surveying, photographic, cinematographic, optical, weighing, measuring, signalling, checking (supervision), life-saving and teaching apparatus and instruments; apparatus and instruments for conducting, switching, transforming, accumulating, regulating or controlling electricity; apparatus for recording, transmission or reproduction of sound or images; magnetic data carriers, recording discs; automatic vending machines and mechanisms for coin operated apparatus; cash registers, calculating machines, data processing equipment and computers; fire extinguishing apparatus. |
| US Class Codes | 021, 023, 026, 036, 038 |
| Class Status Code | 6 - Active |
| Class Status Date | Saturday, August 3, 2019 |
| Primary Code | 009 |
| First Use Anywhere Date | Thursday, December 31, 2015 |
| First Use In Commerce Date | Thursday, December 31, 2015 |
| International Class | 016 - Paper, cardboard and goods made from these materials, not included in other classes; printed matter; bookbinding material; photographs; stationery; adhesives for stationery or household purposes; artists' materials; paint brushes; typewriters and office requisites (except furniture); instructional and teaching material (except apparatus); plastic materials for packaging (not included in other classes); printers' type; printing blocks. |
| US Class Codes | 002, 005, 022, 023, 029, 037, 038, 050 |
| Class Status Code | 6 - Active |
| Class Status Date | Saturday, August 3, 2019 |
| Primary Code | 016 |
| First Use Anywhere Date | Friday, September 16, 2005 |
| First Use In Commerce Date | Friday, September 16, 2005 |
| 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 | Saturday, August 3, 2019 |
| Primary Code | 036 |
| First Use Anywhere Date | Friday, September 16, 2005 |
| First Use In Commerce Date | Friday, September 16, 2005 |
| Party Name | WEALTH ENHANCEMENT GROUP, LLC |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | PLYMOUTH, MN 55441 |
| Party Name | WEALTH ENHANCEMENT GROUP, LLC |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | PLYMOUTH, MN 55441 |
| Party Name | Carroll Financial Associates, Inc. |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 03 - Corporation |
| Address | Charlotte, NC 28209 |
| Event Date | Event Description |
| Thursday, January 11, 2024 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
| Thursday, January 11, 2024 | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |
| Thursday, January 11, 2024 | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
| Thursday, January 11, 2024 | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED |
| Thursday, January 11, 2024 | TEAS CHANGE OF OWNER ADDRESS RECEIVED |
| Tuesday, January 2, 2024 | NOTICE OF REGISTRATION CONFIRMATION EMAILED |
| Tuesday, January 2, 2024 | REGISTERED-PRINCIPAL REGISTER |
| Monday, November 20, 2023 | TTAB RELEASE CASE TO TRADEMARKS |
| Monday, November 20, 2023 | CONCURRENT USE TERMINATED NO. 999999 |
| Monday, November 20, 2023 | CONCURRENT USE GRANTED NO. 999999 |
| Tuesday, October 10, 2023 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, October 10, 2023 | PUBLISHED FOR OPPOSITION |
| Wednesday, September 20, 2023 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Wednesday, February 24, 2021 | CONCURRENT USE PROC. INSTITUTED NO. 999999 |
| Wednesday, July 6, 2022 | AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP |
| Tuesday, March 29, 2022 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, March 29, 2022 | PUBLISHED FOR OPPOSITION |
| Wednesday, March 9, 2022 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Tuesday, February 22, 2022 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Monday, November 8, 2021 | NOTIFICATION OF LETTER OF SUSPENSION E-MAILED |
| Monday, November 8, 2021 | LETTER OF SUSPENSION E-MAILED |
| Monday, November 8, 2021 | SUSPENSION LETTER WRITTEN |
| Monday, October 4, 2021 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Monday, October 4, 2021 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Monday, October 4, 2021 | TEAS RESPONSE TO SUSPENSION INQUIRY RECEIVED |
| Friday, September 10, 2021 | REPORT COMPLETED SUSPENSION CHECK CASE STILL SUSPENDED |
| Tuesday, February 2, 2021 | REPORT COMPLETED SUSPENSION CHECK CASE STILL SUSPENDED |
| Thursday, January 21, 2021 | SUSPENSION CHECKED - TO ATTORNEY FOR ACTION |
| Friday, December 4, 2020 | ASSIGNED TO LIE |
| Friday, May 22, 2020 | NOTIFICATION OF LETTER OF SUSPENSION E-MAILED |
| Friday, May 22, 2020 | LETTER OF SUSPENSION E-MAILED |
| Friday, May 22, 2020 | SUSPENSION LETTER WRITTEN |
| Tuesday, April 28, 2020 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Monday, April 27, 2020 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Monday, April 27, 2020 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Friday, October 25, 2019 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Friday, October 25, 2019 | NON-FINAL ACTION E-MAILED |
| Friday, October 25, 2019 | NON-FINAL ACTION WRITTEN |
| Wednesday, October 16, 2019 | ASSIGNED TO EXAMINER |
| Saturday, August 3, 2019 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Monday, July 29, 2019 | NEW APPLICATION ENTERED |