| Serial Number | 88775813 |
| Word Mark | VALUE TRUST INTEGRITY FINANCIAL ADVICE THAT STANDS THE TEST OF TIME |
| Filing Date | Tuesday, January 28, 2020 |
| Status | 700 - REGISTERED |
| Status Date | Tuesday, February 23, 2021 |
| Registration Number | 6278961 |
| Registration Date | Tuesday, February 23, 2021 |
| Mark Drawing | 3000 - Illustration: Drawing or design which also includes word(s) / letter(s) / number(s) |
| Published for Opposition Date | Tuesday, June 16, 2020 |
| Description of Mark | The mark consists of a tree silhouette with the words "Value" stacked on top of "Trust" on top of "Integrity" on top of "Financial" appearing in stair-step fashion to the right of the tree and the wording "Advice That Stands The Test of Time" appearing below the tree. |
| Goods and Services | Financial and Investment services, namely, asset and investment acquisition, consultation, advisory and development; Financial services, namely, trading for others of securities, options, futures, debt instruments, commodities, and mutual funds: Financial services, namely, financial planning services; Insurance agency in the fields of life, disability and long term care insurance |
| Indication of Colors claimed | Color is not claimed as a feature of the mark. |
| Disclaimer with Predetermined Text | "FINANCIAL ADVICE THAT STANDS THE TEST OF TIME" |
| 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, February 3, 2020 |
| Primary Code | 036 |
| First Use Anywhere Date | Friday, March 27, 2020 |
| First Use In Commerce Date | Friday, March 27, 2020 |
| Party Name | NOT AVAILABLE |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 01 - Individual |
| Address | Bishop, CA 93514 |
| Party Name | NOT AVAILABLE |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 01 - Individual |
| Address | Bishop, CA 93514 |
| Party Name | NOT AVAILABLE |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 01 - Individual |
| Address | Bishop, CA 93514 |
| Event Date | Event Description |
| Tuesday, February 23, 2021 | REGISTERED-PRINCIPAL REGISTER |
| Tuesday, January 19, 2021 | NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED |
| Saturday, January 16, 2021 | ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED |
| Saturday, January 16, 2021 | STATEMENT OF USE PROCESSING COMPLETE |
| Monday, December 28, 2020 | USE AMENDMENT FILED |
| Saturday, January 16, 2021 | CASE ASSIGNED TO INTENT TO USE PARALEGAL |
| Monday, December 28, 2020 | TEAS STATEMENT OF USE RECEIVED |
| Tuesday, August 11, 2020 | NOA E-MAILED - SOU REQUIRED FROM APPLICANT |
| Tuesday, June 16, 2020 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, June 16, 2020 | PUBLISHED FOR OPPOSITION |
| Wednesday, May 27, 2020 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Thursday, May 14, 2020 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Thursday, May 14, 2020 | EXAMINER'S AMENDMENT ENTERED |
| Wednesday, May 13, 2020 | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED |
| Wednesday, May 13, 2020 | EXAMINERS AMENDMENT E-MAILED |
| Wednesday, May 13, 2020 | EXAMINERS AMENDMENT -WRITTEN |
| Wednesday, May 13, 2020 | PREVIOUS ALLOWANCE COUNT WITHDRAWN |
| Tuesday, May 5, 2020 | WITHDRAWN FROM PUB - OG REVIEW QUERY |
| Tuesday, April 21, 2020 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Tuesday, April 21, 2020 | EXAMINER'S AMENDMENT ENTERED |
| Monday, April 20, 2020 | ASSIGNED TO LIE |
| Monday, April 20, 2020 | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED |
| Monday, April 20, 2020 | EXAMINERS AMENDMENT E-MAILED |
| Monday, April 20, 2020 | EXAMINERS AMENDMENT -WRITTEN |
| Monday, April 20, 2020 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Monday, April 20, 2020 | NON-FINAL ACTION E-MAILED |
| Monday, April 20, 2020 | NON-FINAL ACTION WRITTEN |
| Thursday, April 16, 2020 | ASSIGNED TO EXAMINER |
| Tuesday, February 4, 2020 | NOTICE OF DESIGN SEARCH CODE E-MAILED |
| Monday, February 3, 2020 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Friday, January 31, 2020 | NEW APPLICATION ENTERED |