| Serial Number | 87794935 |
| Word Mark | WEALTH MANAGEMENT FOR A BETTER TOMORROW |
| Filing Date | Monday, February 12, 2018 |
| Status | 700 - REGISTERED |
| Status Date | Tuesday, October 22, 2019 |
| Registration Number | 5892049 |
| Registration Date | Tuesday, October 22, 2019 |
| Mark Drawing | 4000 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | Tuesday, July 17, 2018 |
| Disclaimer with Predetermined Text | "WEALTH MANAGEMENT" |
| Goods and Services | 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 administration of retirement plans; Financial advice, namely, budget planning; 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 trust planning; Investment management; Investment management in the fields of ESG (Environmental, Social and Governance) Investing; Investment management in the fields of Socially Responsible Investing; Investment management in the fields of Impact Investing; Financial management in the field of ESG (Environmental, Social and Governance) Investing; Financial management in the field of Socially Responsible Investing; Financial management in the field of Impact Investing; Financial consultation in the field of environmental management, namely, advising business and individuals on issues of portfolio planning and investment planning; 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 services, namely, wealth management services; Financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; On-line financial planning services; Providing information in the field of employee financial benefit plans; Providing information in the field of employee financial benefit plans and administration of employee financial benefit plans for clients via the Internet; Public equity investment management |
| 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, February 21, 2018 |
| Primary Code | 036 |
| First Use Anywhere Date | Thursday, August 29, 2019 |
| First Use In Commerce Date | Thursday, August 29, 2019 |
| Party Name | MCCARTNEY WEALTH MANAGEMENT LLC |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Saint Louis, MO 63119 |
| Party Name | MCCARTNEY WEALTH MANAGEMENT LLC |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Saint Louis, MO 63119 |
| Party Name | MCCARTNEY WEALTH MANAGEMENT LLC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Saint Louis, MO 63119 |
| Event Date | Event Description |
| Tuesday, October 22, 2019 | REGISTERED-PRINCIPAL REGISTER |
| Wednesday, September 18, 2019 | NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED |
| Tuesday, September 17, 2019 | ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED |
| Saturday, September 7, 2019 | NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED |
| Friday, September 6, 2019 | STATEMENT OF USE PROCESSING COMPLETE |
| Wednesday, September 4, 2019 | USE AMENDMENT FILED |
| Friday, September 6, 2019 | EXTENSION 2 GRANTED |
| Wednesday, September 4, 2019 | EXTENSION 2 FILED |
| Friday, September 6, 2019 | CASE ASSIGNED TO INTENT TO USE PARALEGAL |
| Wednesday, September 4, 2019 | TEAS EXTENSION RECEIVED |
| Wednesday, September 4, 2019 | TEAS STATEMENT OF USE RECEIVED |
| Friday, March 8, 2019 | NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED |
| Wednesday, March 6, 2019 | EXTENSION 1 GRANTED |
| Wednesday, March 6, 2019 | EXTENSION 1 FILED |
| Wednesday, March 6, 2019 | TEAS EXTENSION RECEIVED |
| Tuesday, September 11, 2018 | NOA E-MAILED - SOU REQUIRED FROM APPLICANT |
| Tuesday, July 17, 2018 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, July 17, 2018 | PUBLISHED FOR OPPOSITION |
| Wednesday, June 27, 2018 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Tuesday, June 12, 2018 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Tuesday, June 12, 2018 | EXAMINER'S AMENDMENT ENTERED |
| Tuesday, June 12, 2018 | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED |
| Tuesday, June 12, 2018 | EXAMINERS AMENDMENT E-MAILED |
| Tuesday, June 12, 2018 | EXAMINERS AMENDMENT -WRITTEN |
| Saturday, June 2, 2018 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Saturday, June 2, 2018 | NON-FINAL ACTION E-MAILED |
| Saturday, June 2, 2018 | NON-FINAL ACTION WRITTEN |
| Friday, May 25, 2018 | ASSIGNED TO EXAMINER |
| Wednesday, February 21, 2018 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED IN TRAM |
| Thursday, February 15, 2018 | NEW APPLICATION ENTERED IN TRAM |