| Serial Number | 98748092 |
| Word Mark | TRUSTED FAMILY ADVISOR |
| Filing Date | Thursday, September 12, 2024 |
| Status | 645 - FINAL REFUSAL - MAILED |
| Status Date | Tuesday, July 15, 2025 |
| 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 | NOT AVAILABLE |
| Goods and Services | 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 |
| Goods and Services | Financial services, namely, wealth management services |
| Goods and Services | Business advisory services in the field of wealth transition; Business management consultation in the field of wealth transition |
| NOT AVAILABLE | "FAMILY ADVISOR" |
| International Class | 035 - Advertising; business management; business administration; office functions. |
| US Class Codes | 100, 101, 102 |
| Class Status Code | 6 - Active |
| Class Status Date | Thursday, September 12, 2024 |
| Primary Code | 035 |
| First Use Anywhere Date | Tuesday, September 2, 2014 |
| First Use In Commerce Date | Tuesday, September 2, 2014 |
| 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 | Thursday, September 12, 2024 |
| Primary Code | 036 |
| First Use Anywhere Date | Tuesday, September 2, 2014 |
| First Use In Commerce Date | Tuesday, September 2, 2014 |
| International Class | 041 - Education; providing of training; entertainment; sporting and cultural activities. |
| US Class Codes | 100, 101, 107 |
| Class Status Code | 6 - Active |
| Class Status Date | Thursday, September 12, 2024 |
| Primary Code | 041 |
| First Use Anywhere Date | Tuesday, September 2, 2014 |
| First Use In Commerce Date | Tuesday, September 2, 2014 |
| Party Name | Institute for Preparing Heirs, LLC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Pasadena, CA 91106 |
| Event Date | Event Description |
| Thursday, September 12, 2024 | NEW APPLICATION ENTERED |
| Thursday, March 13, 2025 | ASSIGNED TO EXAMINER |
| Tuesday, March 18, 2025 | NON-FINAL ACTION E-MAILED |
| Tuesday, June 17, 2025 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Tuesday, June 17, 2025 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Tuesday, June 17, 2025 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Tuesday, July 15, 2025 | NOTIFICATION OF FINAL REFUSAL EMAILED |
| Tuesday, July 15, 2025 | FINAL REFUSAL E-MAILED |
| Tuesday, July 15, 2025 | FINAL REFUSAL WRITTEN |
| Tuesday, March 18, 2025 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Thursday, September 12, 2024 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Tuesday, March 18, 2025 | NON-FINAL ACTION WRITTEN |