| Serial Number | 86338103 |
| Word Mark | TWM TEXAS WEALTH MANAGEMENT, LLC. KNOWLEDGE JUDGMENT INTEGRITY RESULTS |
| Filing Date | Tuesday, July 15, 2014 |
| Status | 800 - REGISTERED AND RENEWED |
| Status Date | Wednesday, September 4, 2024 |
| Registration Number | 4758855 |
| Registration Date | Tuesday, June 23, 2015 |
| Mark Drawing | 3 - Illustration: Drawing or design which also includes word(s) / letter(s) / number(s) |
| Published for Opposition Date | Tuesday, April 7, 2015 |
| Description of Mark | The mark consists of the letters "TWM" in stylized lettering directly above the phrase "TEXAS WEALTH MANAGEMENT, LLC" in stylized lettering. The terms "KNOWLEDGE", "JUDGMENT", "INTEGRITY" and "RESULTS" appear at the bottom of the mark in stylized lettering with three, five-pointed drawings of stars in between each of the words. |
| Amendment to a Registration/Renewal Certificate | The drawing is amended to appear as follows: PUBLISH NEW CUT, and a mark description a disclaimer and a 2f limitation statement are inserted. |
| 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 04/00/1982 |
| Section 2(f) Limitation Statement | as to "TEXAS WEALTH MANAGEMENT" |
| Goods and Services | Financial advice and consultancy services, financial planning; financial services, namely, wealth management services |
| Indication of Colors claimed | Color is not claimed as a feature of the mark. |
| NOT AVAILABLE | "WEALTH MANAGEMENT, LLC" |
| 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 04/00/1982 |
| 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 | Monday, July 21, 2014 |
| Primary Code | 036 |
| First Use Anywhere Date | Friday, November 30, 2007 |
| First Use In Commerce Date | Friday, November 30, 2007 |
| Party Name | TEXAS WEALTH MANAGEMENT, LLC |
| Party Type | 33 - New Owner After Registration |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | HOUSTON, TX 77058 |
| Party Name | TEXAS WEALTH MANAGEMENT ADVISORS, INC. |
| Party Type | 31 - New Owner After Registration |
| Legal Entity Type | 03 - Corporation |
| Address | HOUSTON, TX 77058 |
| Party Name | Texas Wealth Management, Inc. |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 03 - Corporation |
| Address | Houston, TX 77058 |
| Party Name | Texas Wealth Management, Inc. |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 03 - Corporation |
| Address | Houston, TX 77058 |
| Party Name | Texas Wealth Management, Inc. |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 03 - Corporation |
| Address | Houston, TX 77058 |
| Event Date | Event Description |
| Monday, October 27, 2014 | NON-FINAL ACTION WRITTEN |
| Monday, October 27, 2014 | NON-FINAL ACTION E-MAILED |
| Monday, October 27, 2014 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Wednesday, February 4, 2015 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Friday, July 18, 2014 | NEW APPLICATION ENTERED |
| Monday, July 21, 2014 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Tuesday, July 22, 2014 | NOTICE OF DESIGN SEARCH CODE E-MAILED |
| Monday, October 20, 2014 | ASSIGNED TO EXAMINER |
| Wednesday, February 4, 2015 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Wednesday, February 4, 2015 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Wednesday, March 18, 2015 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Wednesday, April 1, 2020 | ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY |
| Friday, February 6, 2015 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Thursday, February 26, 2015 | ASSIGNED TO LIE |
| Monday, March 2, 2015 | LAW OFFICE PUBLICATION REVIEW COMPLETED |
| Tuesday, April 7, 2015 | PUBLISHED FOR OPPOSITION |
| Tuesday, April 7, 2015 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, June 23, 2015 | REGISTERED-PRINCIPAL REGISTER |
| Wednesday, March 25, 2020 | AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP |
| Tuesday, June 23, 2020 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED |
| Wednesday, September 9, 2020 | POST REGISTRATION ACTION MAILED - SEC. 7 |
| Tuesday, June 23, 2020 | TEAS SECTION 8 & 15 RECEIVED |
| Wednesday, September 9, 2020 | CASE ASSIGNED TO POST REGISTRATION PARALEGAL |
| Wednesday, October 14, 2020 | TEAS SECTION 7 REQUEST RECEIVED |
| Thursday, November 19, 2020 | TEAS RESPONSE TO OFFICE ACTION-POST REG RECEIVED |
| Wednesday, November 18, 2020 | POST REGISTRATION ACTION MAILED - SEC. 7 |
| Tuesday, October 5, 2021 | AMENDMENT UNDER SECTION 7 - PROCESSED |
| Tuesday, October 5, 2021 | NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED |
| Tuesday, October 5, 2021 | REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK. |
| Tuesday, November 2, 2021 | OTQR WITHDRAWAL FROM PUBLICATION |
| Thursday, June 2, 2022 | AMENDMENT UNDER SECTION 7 - PROCESSED |
| Thursday, November 18, 2021 | POST REGISTRATION ACTION MAILED - SEC. 7 |
| Sunday, December 12, 2021 | TEAS RESPONSE TO OFFICE ACTION-POST REG RECEIVED |
| Monday, June 24, 2024 | TEAS SECTION 8 & 9 RECEIVED |
| Wednesday, September 4, 2024 | CASE ASSIGNED TO POST REGISTRATION PARALEGAL |
| Wednesday, September 4, 2024 | REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED |
| Wednesday, September 4, 2024 | REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS) |
| Wednesday, September 4, 2024 | NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED |
| Sunday, June 23, 2024 | COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED |