TRUSTED FAMILY ADVISOR Trademark

Trademark Overview


On Tuesday, September 8, 2015, a trademark application was filed for TRUSTED FAMILY ADVISOR with the United States Patent and Trademark Office. The USPTO has given the TRUSTED FAMILY ADVISOR trademark a serial number of 86750666. The federal status of this trademark filing is CANCELLED - SECTION 8 as of Friday, May 19, 2023. This trademark is owned by Institute for Preparing Heirs. The TRUSTED FAMILY ADVISOR trademark is filed in the Advertising, Business and Retail Services, Insurance & Financial Services, and Education & Entertainment Services categories with the following description:

Business training in the field of wealth transition; Conducting workshops and seminars in the field of wealth transition; Continuing education services, namely, providing live and on-line continuing professional education seminars in the field of wealth transition; Education services, namely, providing seminars and workshops in the field of wealth transition; Educational services, namely, conducting programs in the field of wealth transition; Educational services, namely, conducting seminars and workshops in the field of wealth transition; Educational services, namely, providing continuing professional education courses in the field of wealth transition; Educational services, namely, providing educational speakers in the field of wealth transition

Financial services, namely, wealth management services

Business advisory services in the field of wealth transition; Business management consultation in the field of wealth transition
trusted family advisor

General Information


Serial Number86750666
Word MarkTRUSTED FAMILY ADVISOR
Filing DateTuesday, September 8, 2015
Status710 - CANCELLED - SECTION 8
Status DateFriday, May 19, 2023
Registration Number5076339
Registration DateTuesday, November 8, 2016
Mark Drawing4000 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateTuesday, August 23, 2016

Trademark Statements


Goods and ServicesBusiness training in the field of wealth transition; Conducting workshops and seminars in the field of wealth transition; Continuing education services, namely, providing live and on-line continuing professional education seminars in the field of wealth transition; Education services, namely, providing seminars and workshops in the field of wealth transition; Educational services, namely, conducting programs in the field of wealth transition; Educational services, namely, conducting seminars and workshops in the field of wealth transition; Educational services, namely, providing continuing professional education courses in the field of wealth transition; Educational services, namely, providing educational speakers in the field of wealth transition
Goods and ServicesFinancial services, namely, wealth management services
Goods and ServicesBusiness advisory services in the field of wealth transition; Business management consultation in the field of wealth transition
Disclaimer with Predetermined Text"FAMILY ADVISOR"

Classification Information


International Class035 - Advertising; business management; business administration; office functions.
US Class Codes100, 101, 102
Class Status Code2 - Sec. 8 - Entire Registration
Class Status DateFriday, May 19, 2023
Primary Code035
First Use Anywhere DateTuesday, September 2, 2014
First Use In Commerce DateTuesday, September 2, 2014

International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code2 - Sec. 8 - Entire Registration
Class Status DateFriday, May 19, 2023
Primary Code036
First Use Anywhere DateTuesday, September 2, 2014
First Use In Commerce DateTuesday, September 2, 2014

International Class041 - Education; providing of training; entertainment; sporting and cultural activities.
US Class Codes100, 101, 107
Class Status Code2 - Sec. 8 - Entire Registration
Class Status DateFriday, May 19, 2023
Primary Code041
First Use Anywhere DateTuesday, September 2, 2014
First Use In Commerce DateTuesday, September 2, 2014

Trademark Owner History


Party NameInstitute for Preparing Heirs
Party Type30 - Original Registrant
Legal Entity Type16 - Limited Liability Company
AddressPasadena, CA 91101

Party NameInstitute for Preparing Heirs
Party Type20 - Owner at Publication
Legal Entity Type16 - Limited Liability Company
AddressPasadena, CA 91101

Party NameInstitute for Preparing Heirs
Party Type10 - Original Applicant
Legal Entity Type16 - Limited Liability Company
AddressPasadena, CA 91101

Trademark Events


Event DateEvent Description
Friday, May 19, 2023CANCELLED SEC. 8 (6-YR)
Monday, November 8, 2021COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
Tuesday, November 8, 2016REGISTERED-PRINCIPAL REGISTER
Tuesday, August 23, 2016OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Tuesday, August 23, 2016PUBLISHED FOR OPPOSITION
Wednesday, August 3, 2016NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Wednesday, July 20, 2016LAW OFFICE PUBLICATION REVIEW COMPLETED
Wednesday, July 13, 2016APPROVED FOR PUB - PRINCIPAL REGISTER
Wednesday, June 22, 2016TEAS/EMAIL CORRESPONDENCE ENTERED
Wednesday, June 22, 2016CORRESPONDENCE RECEIVED IN LAW OFFICE
Thursday, June 16, 2016TEAS RESPONSE TO OFFICE ACTION RECEIVED
Monday, December 21, 2015COMBINED EXAMINER'S AMENDMENT/PRIORITY ACTION ENTERED
Monday, December 21, 2015ASSIGNED TO LIE
Monday, December 21, 2015NOTIFICATION OF EXAMINER'S AMENDMENT/PRIORITY ACTION E-MAILED
Monday, December 21, 2015EXAMINER'S AMENDMENT/PRIORITY ACTION E-MAILED
Monday, December 21, 2015EXAMINERS AMENDMENT AND/OR PRIORITY ACTION - COMPLETED
Friday, December 18, 2015ASSIGNED TO EXAMINER
Monday, September 14, 2015NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Friday, September 11, 2015NEW APPLICATION ENTERED