| Serial Number | 87608550 |
| Word Mark | WA WORTH ADVISORS |
| Filing Date | Thursday, September 14, 2017 |
| Status | 700 - REGISTERED |
| Status Date | Tuesday, May 22, 2018 |
| Registration Number | 5474185 |
| Registration Date | Tuesday, May 22, 2018 |
| Mark Drawing | 3000 - Illustration: Drawing or design which also includes word(s) / letter(s) / number(s) |
| Published for Opposition Date | Tuesday, March 6, 2018 |
| Description of Mark | The mark consists of a stylized "W" with an "A" inside; below is the stylized word "WORTH" with a line underneath; underneath the line is the stylized word "ADVISORS". |
| Goods and Services | Financial planning; Financial planning consultation; Financial services namely, wealth management services; Insurance consultancy |
| Indication of Colors claimed | Color is not claimed as a feature of the mark. |
| Disclaimer with Predetermined Text | "WORTH" AND "ADVISORS" |
| 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 | Wednesday, September 20, 2017 |
| Primary Code | 036 |
| First Use Anywhere Date | Saturday, July 1, 2017 |
| First Use In Commerce Date | Saturday, July 1, 2017 |
| Party Name | Worth Financial Advisory Group, LLC |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Charlotte, NC 28203 |
| Party Name | Worth Financial Advisory Group, LLC |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Charlotte, NC 28217 |
| Party Name | Worth Financial Advisory Group, LLC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Charlotte, NC 28217 |
| Event Date | Event Description |
| Thursday, April 4, 2024 | TEAS SECTION 8 & 15 RECEIVED |
| Monday, May 22, 2023 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED |
| Tuesday, May 22, 2018 | REGISTERED-PRINCIPAL REGISTER |
| Tuesday, March 6, 2018 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, March 6, 2018 | PUBLISHED FOR OPPOSITION |
| Wednesday, February 14, 2018 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Monday, January 22, 2018 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Saturday, January 20, 2018 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Friday, January 19, 2018 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Friday, January 19, 2018 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Wednesday, December 20, 2017 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Wednesday, December 20, 2017 | NON-FINAL ACTION E-MAILED |
| Wednesday, December 20, 2017 | NON-FINAL ACTION WRITTEN |
| Tuesday, December 19, 2017 | ASSIGNED TO EXAMINER |
| Thursday, September 21, 2017 | NOTICE OF DESIGN SEARCH CODE E-MAILED |
| Wednesday, September 20, 2017 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Monday, September 18, 2017 | NEW APPLICATION ENTERED |