| Serial Number | 97717689 |
| Word Mark | WEALTH MATTERS FOR PHYSICIANS BY ALTFEST PERSONAL WEALTH MANAGEMENT |
| Filing Date | Wednesday, December 14, 2022 |
| Status | 730 - FIRST EXTENSION - GRANTED |
| Status Date | Monday, November 25, 2024 |
| Registration Number | 0000000 |
| Registration Date | NOT AVAILABLE |
| Mark Drawing | 3 - Illustration: Drawing or design which also includes word(s) / letter(s) / number(s) |
| Published for Opposition Date | Tuesday, April 2, 2024 |
| Description of Mark | The mark consists of the wording "WEALTH MATTERS FOR PHYSICIANS BY ALTFEST PERSONAL WEALTH MANAGEMENT" surrounded by a rectangle. |
| Section 2(f) Limitation Statement | "ALTFEST PERSONAL WEALTH MANAGEMENT" |
| Goods and Services | Investment management and financial planning; personal financial planning and investment advisory services, namely, financial portfolio consultations; providing online information in the fields of personal finance, personal financial planning and investment, and financial portfolio management |
| Indication of Colors claimed | Color is not claimed as a feature of the mark. |
| NOT AVAILABLE | "WEALTH MATTERS FOR PHYSICIANS" and "PERSONAL 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 | Wednesday, January 11, 2023 |
| Primary Code | 036 |
| First Use Anywhere Date | NOT AVAILABLE |
| First Use In Commerce Date | NOT AVAILABLE |
| Party Name | L. J. ALTFEST & CO., INC. |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 03 - Corporation |
| Address | New York, NY 10022 |
| Party Name | L. J. ALTFEST & CO., INC. |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 03 - Corporation |
| Address | New York, NY 10022 |
| Event Date | Event Description |
| Saturday, December 17, 2022 | NEW APPLICATION ENTERED |
| Wednesday, January 11, 2023 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Thursday, January 12, 2023 | NOTICE OF DESIGN SEARCH CODE E-MAILED |
| Monday, September 18, 2023 | ASSIGNED TO EXAMINER |
| Friday, October 13, 2023 | EXAMINERS AMENDMENT -WRITTEN |
| Friday, October 13, 2023 | EXAMINERS AMENDMENT E-MAILED |
| Friday, October 13, 2023 | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED |
| Friday, October 13, 2023 | EXAMINER'S AMENDMENT ENTERED |
| Friday, November 17, 2023 | NON-FINAL ACTION WRITTEN |
| Friday, November 17, 2023 | NON-FINAL ACTION E-MAILED |
| Friday, November 17, 2023 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Friday, January 19, 2024 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Friday, January 19, 2024 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Saturday, January 20, 2024 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Friday, February 16, 2024 | EXAMINERS AMENDMENT -WRITTEN |
| Friday, February 16, 2024 | EXAMINERS AMENDMENT E-MAILED |
| Friday, February 16, 2024 | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED |
| Friday, February 16, 2024 | EXAMINER'S AMENDMENT ENTERED |
| Thursday, February 22, 2024 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Wednesday, March 13, 2024 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Tuesday, April 2, 2024 | PUBLISHED FOR OPPOSITION |
| Tuesday, April 2, 2024 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, June 4, 2024 | NOA E-MAILED - SOU REQUIRED FROM APPLICANT |
| Monday, November 25, 2024 | SOU TEAS EXTENSION RECEIVED |
| Monday, November 25, 2024 | NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED |
| Monday, November 25, 2024 | SOU EXTENSION 1 FILED |
| Monday, November 25, 2024 | SOU EXTENSION 1 GRANTED |