| Serial Number | 90590172 |
| Word Mark | VALUEPOINTS A FAMILY BUSINESS OPERATING SYSTEM |
| Filing Date | Friday, March 19, 2021 |
| Status | 700 - REGISTERED |
| Status Date | Tuesday, February 7, 2023 |
| Registration Number | 6970718 |
| Registration Date | Tuesday, February 7, 2023 |
| Mark Drawing | 3000 - Illustration: Drawing or design which also includes word(s) / letter(s) / number(s) |
| Published for Opposition Date | Tuesday, November 22, 2022 |
| Goods and Services | Providing business training in the field of building value, leadership, succession planning, and governance of family businesses to grow business value, ensure personal financial certainty, and create a successful ownership succession |
| Description of Mark | The mark consists of the wording "ValuePoints" above the wording "A FAMILY BUSINESS OPERATING SYSTEM". The wording is to the right of the design element, which is comprised of three interconnected circles. |
| Pseudo Mark | VALUE POINTS A FAMILY BUSINESS OPERATING SYSTEM |
| Disclaimer with Predetermined Text | "A FAMILY BUSINESS OPERATING SYSTEM" |
| 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 | Friday, April 29, 2022 |
| Primary Code | 041 |
| First Use Anywhere Date | Friday, January 1, 2021 |
| First Use In Commerce Date | Friday, January 1, 2021 |
| Party Name | Legacy Planning Partners, LLC |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Allentown, PA 18103 |
| Party Name | Compass Point Consulting, LLC |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Bethlehem, PA 18017 |
| Party Name | Legacy Planning Partners, LLC |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Allentown, PA 18103 |
| Party Name | Compass Point Consulting, LLC |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Bethlehem, PA 18017 |
| Party Name | Legacy Planning Partners, LLC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Allentown, PA 18103 |
| Party Name | Compass Point Consulting, LLC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Bethlehem, PA 18017 |
| Event Date | Event Description |
| Tuesday, February 7, 2023 | NOTICE OF REGISTRATION CONFIRMATION EMAILED |
| Tuesday, February 7, 2023 | REGISTERED-PRINCIPAL REGISTER |
| Tuesday, November 22, 2022 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, November 22, 2022 | PUBLISHED FOR OPPOSITION |
| Wednesday, November 2, 2022 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Friday, October 14, 2022 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Thursday, October 13, 2022 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Wednesday, October 12, 2022 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Wednesday, October 12, 2022 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Monday, June 6, 2022 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Monday, June 6, 2022 | NON-FINAL ACTION E-MAILED |
| Monday, June 6, 2022 | NON-FINAL ACTION WRITTEN |
| Friday, April 29, 2022 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Thursday, April 28, 2022 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Thursday, April 28, 2022 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Thursday, October 28, 2021 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Thursday, October 28, 2021 | NON-FINAL ACTION E-MAILED |
| Thursday, October 28, 2021 | NON-FINAL ACTION WRITTEN |
| Friday, October 22, 2021 | ASSIGNED TO EXAMINER |
| Thursday, June 24, 2021 | NOTICE OF DESIGN SEARCH CODE E-MAILED |
| Wednesday, June 23, 2021 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Tuesday, March 23, 2021 | NEW APPLICATION ENTERED |