| Serial Number | 90830297 |
| Word Mark | WEALTH MANAGEMENT SIMPLIFIED |
| Filing Date | Thursday, July 15, 2021 |
| Status | 700 - REGISTERED |
| Status Date | Tuesday, December 6, 2022 |
| Registration Number | 6919617 |
| Registration Date | Tuesday, December 6, 2022 |
| Mark Drawing | 4000 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | Tuesday, May 17, 2022 |
| Goods and Services | Financial services, namely, wealth management services |
| Disclaimer with Predetermined Text | "WEALTH 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 | Saturday, September 18, 2021 |
| Primary Code | 036 |
| First Use Anywhere Date | Monday, January 4, 2021 |
| First Use In Commerce Date | Monday, January 4, 2021 |
| Party Name | Callan Capital |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | La Jolla, CA 92037 |
| Party Name | Callan Capital |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | La Jolla, CA 92037 |
| Party Name | Callan Capital |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | La Jolla, CA 92037 |
| Event Date | Event Description |
| Tuesday, December 6, 2022 | NOTICE OF REGISTRATION CONFIRMATION EMAILED |
| Tuesday, December 6, 2022 | REGISTERED-PRINCIPAL REGISTER |
| Tuesday, November 1, 2022 | NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED |
| Monday, October 31, 2022 | ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED |
| Wednesday, October 26, 2022 | STATEMENT OF USE PROCESSING COMPLETE |
| Friday, October 7, 2022 | USE AMENDMENT FILED |
| Tuesday, October 25, 2022 | CASE ASSIGNED TO INTENT TO USE PARALEGAL |
| Friday, October 7, 2022 | TEAS STATEMENT OF USE RECEIVED |
| Tuesday, July 12, 2022 | NOA E-MAILED - SOU REQUIRED FROM APPLICANT |
| Tuesday, May 17, 2022 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, May 17, 2022 | PUBLISHED FOR OPPOSITION |
| Wednesday, April 27, 2022 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Tuesday, April 12, 2022 | ASSIGNED TO LIE |
| Saturday, April 9, 2022 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Wednesday, April 6, 2022 | EXAMINER'S AMENDMENT ENTERED |
| Wednesday, April 6, 2022 | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED |
| Wednesday, April 6, 2022 | EXAMINERS AMENDMENT E-MAILED |
| Wednesday, April 6, 2022 | EXAMINERS AMENDMENT -WRITTEN |
| Tuesday, April 5, 2022 | ASSIGNED TO EXAMINER |
| Saturday, September 18, 2021 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED IN TRAM |
| Monday, July 19, 2021 | NEW APPLICATION ENTERED IN TRAM |