| Serial Number | 87774192 |
| Word Mark | UMPQUA WEALTH ADVISORY |
| Filing Date | Monday, January 29, 2018 |
| Status | 700 - REGISTERED |
| Status Date | Tuesday, November 27, 2018 |
| Registration Number | 5619351 |
| Registration Date | Tuesday, November 27, 2018 |
| Mark Drawing | 4000 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | NOT AVAILABLE |
| Goods and Services | Investment services in the nature of investment management services in the fields of securities, stocks, bonds, mutual funds, money market funds, commodities, limited partnerships, futures and options; investment advice in the fields of securities, stocks, bonds, mutual funds, money market funds, commodities, limited partnerships, futures and options; providing finance, investment, financial planning and investment strategy information; retirement account investment services; fixed income investment strategy information; life insurance underwriting services, and annuity services, namely, account and investment administration; portfolio construction and implementation in the field of securities, stocks, bonds, mutual funds, money market funds, commodities, limited partnerships, futures and options; financial investment portfolio performance analysis services; investment portfolio management services; financial risk management services; monitoring financial markets for investment purposes; mutual fund administration services; securities brokerage account services, namely, providing account information regarding securities brokerage services, responding to customer inquiries, assisting customer transactions, and account and investment administration; providing investment account information by means of the internet or paper copy; providing an online database featuring financial information of general interest to investors by means of the internet or paper copy |
| Disclaimer with Predetermined Text | "WEALTH ADVISORY" |
| 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, February 8, 2018 |
| Primary Code | 036 |
| First Use Anywhere Date | Monday, March 26, 2018 |
| First Use In Commerce Date | Monday, March 26, 2018 |
| Party Name | Umpqua Bank |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 03 - Corporation |
| Address | Portland, OR 97258 |
| Party Name | Umpqua Bank |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 03 - Corporation |
| Address | Portland, OR 97258 |
| Event Date | Event Description |
| Monday, November 27, 2023 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED |
| Tuesday, November 27, 2018 | REGISTERED-SUPPLEMENTAL REGISTER |
| Friday, October 19, 2018 | LAW OFFICE PUBLICATION REVIEW COMPLETED |
| Thursday, October 18, 2018 | NOTICE OF ACCEPTANCE OF AMENDMENT TO ALLEGE USE E-MAILED |
| Wednesday, October 17, 2018 | APPROVED FOR REGISTRATION SUPPLEMENTAL REGISTER |
| Wednesday, October 17, 2018 | USE AMENDMENT ACCEPTED |
| Wednesday, October 17, 2018 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Wednesday, October 17, 2018 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Wednesday, October 17, 2018 | AMENDMENT TO USE PROCESSING COMPLETE |
| Tuesday, October 2, 2018 | USE AMENDMENT FILED |
| Wednesday, October 17, 2018 | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED |
| Monday, October 15, 2018 | ASSIGNED TO LIE |
| Tuesday, October 2, 2018 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Tuesday, October 2, 2018 | TEAS AMENDMENT OF USE RECEIVED |
| Tuesday, October 2, 2018 | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |
| Tuesday, October 2, 2018 | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
| Tuesday, May 8, 2018 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Tuesday, May 8, 2018 | NON-FINAL ACTION E-MAILED |
| Tuesday, May 8, 2018 | NON-FINAL ACTION WRITTEN |
| Wednesday, April 11, 2018 | ASSIGNED TO EXAMINER |
| Thursday, February 8, 2018 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Thursday, February 1, 2018 | NEW APPLICATION ENTERED |