| Serial Number | 98063141 |
| Word Mark | VENTURI |
| Filing Date | Wednesday, June 28, 2023 |
| Status | 700 - REGISTERED |
| Status Date | Tuesday, June 18, 2024 |
| Registration Number | 7421791 |
| Registration Date | Tuesday, June 18, 2024 |
| Mark Drawing | 4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | Tuesday, April 2, 2024 |
| Goods and Services | Estate planning; Estate trust planning; Financial advice; Financial advice and consultancy services; Financial advice relating to income tax; Financial advice relating to tax; Financial advice, namely, budget planning; Financial planning; Financial planning and investment advisory services; Financial planning consultation; Financial planning for retirement; Financial planning services, namely, developing and managing charitable giving programs on behalf of wealthy individuals or families; Financial planning, namely, the creation of personalized strategies to achieve financial independence; Financial consulting services in the field of planned giving for non-profit and charitable organizations; Financial retirement plan consulting services; Financial services, namely, administration of transactions involving funds drawn from securities, stocks, funds, equities, bonds, cash, or other types of financial investments in retirement plans using a check or negotiable order of withdrawal over a global data network; Financial services, namely, administration of transactions involving funds drawn from securities, stocks, funds, equities, bonds, cash, or other types of financial investments in retirement plans using a credit or debit card over a global data network; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; Financial trust planning; Fund investment services featuring securities offered according to previously established criteria in order to maintain a predetermined level of payments to the account holder; Fund investment services featuring the trading of an account holder's securities according to previously established criteria in order to maintain a predetermined level of payments to the account holder; Funds investment; Investment of funds; Investment of funds for charitable purposes; Investment of funds for others; Real estate investment consultancy; Real estate investment services; Real estate funds investment services; Financial services, namely, investment fund transfer and transaction services; Financial services, namely, wealth management services; Financial services, namely, a total portfolio offering for high net worth clients consisting of both separate accounts and mutual funds for equity and fixed income investments; Management of private equity funds; Management of a capital investment fund; On-line financial planning services; Private equity fund investment services; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement; Providing information in the field of employee financial benefit plans; Providing information, commentary and advice in the field of finance, financial investments and financial valuations; Providing on-line information in the field of charitable monetary giving through financial and estate planning; Providing venture capital, development capital, private equity and investment funding |
| Goods and Services | Business planning; Business strategic planning services; Business succession planning; Tax and taxation planning, advice, information and consultancy services; Assistance, advisory services and consultancy with regard to business planning; Assistance, advisory services and consultancy with regard to business planning, business analysis, business management, and business organization; Business advice and Information about a corporate executive whose wealth amounts to at least a million dollars, pounds, or the equivalent in other currency |
| International Class | 035 - Advertising; business management; business administration; office functions. |
| US Class Codes | 100, 101, 102 |
| Class Status Code | 6 - Active |
| Class Status Date | Monday, July 31, 2023 |
| Primary Code | 035 |
| First Use Anywhere Date | Monday, July 1, 2019 |
| First Use In Commerce Date | Monday, July 1, 2019 |
| 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 31, 2023 |
| Primary Code | 036 |
| First Use Anywhere Date | Monday, July 1, 2019 |
| First Use In Commerce Date | Monday, July 1, 2019 |
| Party Name | Venturi Wealth Management, LLC |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Austin, TX 78746 |
| Party Name | Venturi Wealth Management, LLC |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Austin, TX 78746 |
| Party Name | Venturi Wealth Management, LLC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Austin, TX 78746 |
| Event Date | Event Description |
| Saturday, July 1, 2023 | NEW APPLICATION ENTERED |
| Monday, July 31, 2023 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Wednesday, February 21, 2024 | ASSIGNED TO EXAMINER |
| Thursday, February 22, 2024 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Wednesday, March 13, 2024 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Tuesday, April 2, 2024 | PUBLISHED FOR OPPOSITION |
| Tuesday, April 2, 2024 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, June 18, 2024 | REGISTERED-PRINCIPAL REGISTER |
| Tuesday, June 18, 2024 | NOTICE OF REGISTRATION CONFIRMATION EMAILED |