| Serial Number | 97411837 |
| Word Mark | UNMATCHED CLIENT EXPERIENCES |
| Filing Date | Monday, May 16, 2022 |
| Status | 700 - REGISTERED |
| Status Date | Tuesday, June 27, 2023 |
| Registration Number | 7095116 |
| Registration Date | Tuesday, June 27, 2023 |
| Mark Drawing | 4000 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | Tuesday, January 10, 2023 |
| Goods and Services | Providing consulting services for individuals, business, not-for-profit organizations, and government entities in the fields of financial planning, investment planning, financial portfolio monitoring and management, insurance, estate planning, retirement financial planning, personal financial planning, financial asset management, enterprise financial risk management, financial risk management, debt management, budget planning, educational savings programs, loans, corporate finance and investment advisory services; financial management services for families and individuals; investment advisory services; providing investment advisory and corporate finance information by means of a global computer network; financial loan consultation; financial risk management, namely, identifying, assessing, and reporting on the financial risks relating to information technology investments and information technology financial management practices; financial consulting for family owned businesses; Investment banking services; Financial consulting and advising in the field of mergers and acquisitions; Financial due diligence; Financial services, namely, business valuation; Financial services, namely, debt and equity restructuring and recapitalization; Strategic corporate financial advisory services |
| Goods and Services | Business consultation services in the fields of tax compliance, tax planning, tax preparation, tax provision work, accounting, tax outsourcing, and corporate finance; Business management; business management consultancy services; business advisory services, consultancy and information; assistance, advisory services and consultancy with regard to business planning and business analysis; Business organization and operation consultancy; business administration; bookkeeping services; accounting services; payroll administration and management services; providing office administration and support staff services; account and business auditing services; tax preparation; tax compliance advisory and consultation services; providing certified public accounting services and consulting services in the fields of audit, tax, and accounting outsourcing; tax planning; tax advisory; tax provision preparation, advising, and consulting related to state, local, federal and foreign income tax items, tax return preparation and coordination, namely, management, research, consulting, and filing; government management consulting services, namely, information in the field of government affairs; services rendered on assistance and advice on organization and management of businesses or trading functions of commercial or industrial companies, namely, business management and business organization advisory services; economic forecasting and analysis, namely, conducting economic research and analysis for others regarding the attainment of benefits, business interruption and loss determinations; consulting services related to the employment, hiring, recruiting, staffing and career networking services of management and professional employees; professional business consulting services featuring employment hiring, recruiting, staffing and career networking services for management and professional employees; analyses and appraisals of enterprises; business appraisal consultation; business acquisition and merger consultation; Accounting services for mergers and acquisitions; Negotiating, structuring and concluding business transactions for others, namely, negotiating, structuring and concluding commercial transactions for third parties and commercial contracts for third parties; Business consulting services in the field of information assurance; Business management consulting with relation to strategy, financing, marketing, and sale of companies; Business strategic planning services; Business succession planning; Management consulting and advisory services in the areas of corporate growth strategy; business risk management; business consulting for family owned businesses; Providing consulting services for individuals, business, not-for-profit organizations, and government entities in the fields of enterprise risk management, namely, business risk management; Providing consulting services for individuals, business, not-for-profit organizations, and government entities in the fields of internal business and financial auditing |
| Disclaimer with Predetermined Text | "CLIENT EXPERIENCES" |
| International Class | 035 - Advertising; business management; business administration; office functions. |
| US Class Codes | 100, 101, 102 |
| Class Status Code | 6 - Active |
| Class Status Date | Wednesday, November 16, 2022 |
| Primary Code | 035 |
| First Use Anywhere Date | Wednesday, June 1, 2022 |
| First Use In Commerce Date | Wednesday, June 1, 2022 |
| 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 | Wednesday, November 16, 2022 |
| Primary Code | 036 |
| First Use Anywhere Date | Wednesday, June 1, 2022 |
| First Use In Commerce Date | Wednesday, June 1, 2022 |
| Party Name | FORVIS TRADEMARKS, LLC |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | SPRINGFIELD, MO 65806 |
| Party Name | FORVIS TRADEMARKS, LLC |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | SPRINGFIELD, MO 65806 |
| Party Name | FORVIS TRADEMARKS, LLC |
| Party Type | 11 - New Owner Before Publication |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | SPRINGFIELD, MO 65806 |
| Party Name | BKD Trademarks, LLC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Springfield, MO 65806 |
| Event Date | Event Description |
| Tuesday, June 27, 2023 | NOTICE OF REGISTRATION CONFIRMATION EMAILED |
| Tuesday, June 27, 2023 | REGISTERED-PRINCIPAL REGISTER |
| Tuesday, May 23, 2023 | NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED |
| Monday, May 22, 2023 | ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED |
| Monday, April 24, 2023 | STATEMENT OF USE PROCESSING COMPLETE |
| Friday, March 31, 2023 | USE AMENDMENT FILED |
| Wednesday, April 19, 2023 | CASE ASSIGNED TO INTENT TO USE PARALEGAL |
| Friday, March 31, 2023 | TEAS STATEMENT OF USE RECEIVED |
| Tuesday, March 7, 2023 | NOA E-MAILED - SOU REQUIRED FROM APPLICANT |
| Tuesday, January 10, 2023 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, January 10, 2023 | PUBLISHED FOR OPPOSITION |
| Wednesday, December 21, 2022 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Tuesday, December 6, 2022 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Wednesday, November 16, 2022 | EXAMINER'S AMENDMENT ENTERED |
| Wednesday, November 16, 2022 | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED |
| Wednesday, November 16, 2022 | EXAMINERS AMENDMENT E-MAILED |
| Wednesday, November 16, 2022 | EXAMINERS AMENDMENT -WRITTEN |
| Tuesday, November 8, 2022 | ASSIGNED TO EXAMINER |
| Wednesday, July 6, 2022 | AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP |
| Monday, May 23, 2022 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Thursday, May 19, 2022 | NEW APPLICATION ENTERED |