| Serial Number | 97795333 |
| Word Mark | W WINTHROP WEALTH |
| Filing Date | Wednesday, February 15, 2023 |
| Status | 700 - REGISTERED |
| Status Date | Tuesday, August 20, 2024 |
| Registration Number | 7477975 |
| Registration Date | Tuesday, August 20, 2024 |
| Mark Drawing | 5 - Drawing with word(s) / letter(s) / number(s) in Stylized form |
| Published for Opposition Date | Tuesday, June 4, 2024 |
| Description of Mark | The mark consists of a stylized letter "W". Next to the "W" is the word "WINTHROP". Below that is the word "WEALTH." The A in the word "WEALTH" does not have the horizontal line in it, and appears as an upside down V. |
| Goods and Services | Estate planning; Financial advisory and consultancy services; Financial planning and investment advisory services; Financial portfolio management; Financial retirement plan consulting services; Financial services, namely, wealth management services; Investment management; Providing information about healthcare insurance plans |
| Indication of Colors claimed | Color is not claimed as a feature of the mark. |
| Goods and Services | Business planning; Business succession planning; Tax and taxation planning, advice, information and consultancy services |
| NOT AVAILABLE | "WEALTH" |
| International Class | 035 - Advertising; business management; business administration; office functions. |
| US Class Codes | 100, 101, 102 |
| Class Status Code | 6 - Active |
| Class Status Date | Sunday, March 5, 2023 |
| Primary Code | 035 |
| First Use Anywhere Date | Sunday, March 1, 2020 |
| First Use In Commerce Date | Sunday, March 1, 2020 |
| 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 | Sunday, March 5, 2023 |
| Primary Code | 036 |
| First Use Anywhere Date | Sunday, March 1, 2020 |
| First Use In Commerce Date | Sunday, March 1, 2020 |
| Party Name | Winthrop Advisory Group, LLC |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Boston, MA 02109 |
| Party Name | Winthrop Advisory Group, LLC |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Boston, MA 02109 |
| Party Name | Winthrop Advisory Group, LLC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Boston, MA 02109 |
| Event Date | Event Description |
| Sunday, March 5, 2023 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Wednesday, November 1, 2023 | NON-FINAL ACTION WRITTEN |
| Saturday, February 18, 2023 | NEW APPLICATION ENTERED |
| Wednesday, October 25, 2023 | ASSIGNED TO EXAMINER |
| Wednesday, November 1, 2023 | NON-FINAL ACTION E-MAILED |
| Wednesday, November 1, 2023 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Monday, January 29, 2024 | APPLICATION EXTENSION TO RESPONSE PERIOD - RECEIVED |
| Monday, January 29, 2024 | APPLICATION EXTENSION GRANTED/RECEIPT PROVIDED |
| Thursday, February 15, 2024 | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
| Thursday, February 15, 2024 | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |
| Thursday, February 15, 2024 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
| Wednesday, May 1, 2024 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Wednesday, May 1, 2024 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Thursday, May 2, 2024 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Wednesday, May 15, 2024 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Tuesday, June 4, 2024 | PUBLISHED FOR OPPOSITION |
| Tuesday, June 4, 2024 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, August 20, 2024 | REGISTERED-PRINCIPAL REGISTER |
| Tuesday, August 20, 2024 | NOTICE OF REGISTRATION CONFIRMATION EMAILED |
| Wednesday, May 1, 2024 | TEAS/EMAIL CORRESPONDENCE ENTERED |