| Serial Number | 85370847 |
| Word Mark | W WEALTHWORX THE BPM SOLUTION FOR WEALTH MANAGEMENT |
| Filing Date | Wednesday, July 13, 2011 |
| Status | 710 - CANCELLED - SECTION 8 |
| Status Date | Friday, January 27, 2023 |
| Registration Number | 4174215 |
| Registration Date | Tuesday, July 17, 2012 |
| Mark Drawing | 3000 - Illustration: Drawing or design which also includes word(s) / letter(s) / number(s) |
| Published for Opposition Date | Tuesday, May 1, 2012 |
| Description of Mark | The mark consists of literal elements "WEALTHWORX THE BPM SOLUTION FOR WEALTH MANAGEMENT" in shades of blue and gray wherein an image consisting of a stylized letter "W" in shades of blue and gray sits to the left of the other literal elements, and wherein the word "WEALTHWORX" is underlined with a diamond image at the center, all in light blue. |
| Pseudo Mark | W WEALTH WORKS THE BUSINESS PROCESS MANAGEMENT SOLUTION FOR WEALTH MANAGEMENT |
| Indication of Colors claimed | The color(s) blue and gray is/are claimed as a feature of the mark. |
| Goods and Services | Business process re-engineering services; Consulting services in the area of sustainable business solutions; Information and data compiling and analyzing relating to business management |
| Disclaimer with Predetermined Text | "THE BPM SOLUTION FOR WEALTH MANAGEMENT" |
| International Class | 035 - Advertising; business management; business administration; office functions. |
| US Class Codes | 100, 101, 102 |
| Class Status Code | 2 - Sec. 8 - Entire Registration |
| Class Status Date | Friday, January 27, 2023 |
| Primary Code | 035 |
| First Use Anywhere Date | Wednesday, October 10, 2007 |
| First Use In Commerce Date | Monday, November 12, 2007 |
| Party Name | Oakbrook Solutions, Inc |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 03 - Corporation |
| Address | Winston-Salem, NC 27101 |
| Party Name | Oakbrook Solutions, Inc |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 03 - Corporation |
| Address | Winston-Salem, NC 27101 |
| Party Name | Oakbrook Solutions, Inc |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 03 - Corporation |
| Address | Winston-Salem, NC 27101 |
| Event Date | Event Description |
| Friday, January 27, 2023 | CANCELLED SEC. 8 (10-YR)/EXPIRED SECTION 9 |
| Saturday, July 17, 2021 | COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED |
| Friday, August 25, 2017 | NOTICE OF ACCEPTANCE OF SEC. 8 - E-MAILED |
| Friday, August 25, 2017 | REGISTERED - SEC. 8 (6-YR) ACCEPTED |
| Friday, August 25, 2017 | CASE ASSIGNED TO POST REGISTRATION PARALEGAL |
| Monday, July 17, 2017 | TEAS SECTION 8 RECEIVED |
| Monday, July 17, 2017 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
| Monday, July 17, 2017 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED |
| Tuesday, July 17, 2012 | REGISTERED-PRINCIPAL REGISTER |
| Tuesday, May 1, 2012 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, May 1, 2012 | PUBLISHED FOR OPPOSITION |
| Wednesday, April 11, 2012 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Monday, March 26, 2012 | LAW OFFICE PUBLICATION REVIEW COMPLETED |
| Sunday, March 25, 2012 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Tuesday, March 6, 2012 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Tuesday, March 6, 2012 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Thursday, February 16, 2012 | ASSIGNED TO LIE |
| Thursday, February 9, 2012 | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |
| Thursday, February 9, 2012 | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
| Thursday, February 9, 2012 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
| Thursday, February 9, 2012 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Tuesday, November 1, 2011 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Tuesday, November 1, 2011 | NON-FINAL ACTION E-MAILED |
| Tuesday, November 1, 2011 | NON-FINAL ACTION WRITTEN |
| Tuesday, November 1, 2011 | ASSIGNED TO EXAMINER |
| Wednesday, July 20, 2011 | NOTICE OF DESIGN SEARCH CODE MAILED |
| Tuesday, July 19, 2011 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Saturday, July 16, 2011 | NEW APPLICATION ENTERED |