| Serial Number | 98007709 |
| Word Mark | WELCY CAPITAL ADVISORS |
| Filing Date | Monday, May 22, 2023 |
| Status | 686 - PUBLISHED FOR OPPOSITION |
| Status Date | Tuesday, July 16, 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, July 16, 2024 |
| Description of Mark | The mark consists of the stylized wording "WELCY CAPITAL ADVISORS". The letters "W" and "LCY" in "WELCY" appears in blue. The letter "E" in "WELCY" and the wording "CAPITAL ADVISORS" appears in grey. Above the upper left hand corner of the wording "WELCY" is a stylized outline of a globe comprising two blue curved lines intersecting one another. The color white represents background, outlining, shading, and/or transparent area and is/are not part of the mark. |
| Goods and Services | Financial services, namely, investment fund transfer and transaction services, investment security services, estate settlement services; financial services, namely, wealth management services; investment and financial asset management services, namely, financial asset allocation; investment consultation and investment management services, namely, advising for and management of retirement plans and investments for individuals and families; investment services, namely, cash flow management; financial services, namely, trust administration and estate settlement; estate planning consultation; financial risk management consultation; financial advisory and consultancy services for individuals and families for financial wealth planning purposes; financial planning advice relating to investments and wealth management for individuals and families; financial planning advice relating to investments and wealth management for retirement plans, business transition, education, charitable giving, endowments, and foundations; insurance consultancy services, namely, providing advice in the field of insurance auditing; underwriting, issuance and administration of annuities; financial consultation in the field of cryptocurrency; financial brokerage services for cryptocurrency trading; providing venture capital, development capital, and investment funding; hedge fund investment services; financial brokerage services in the field of securities and commodities investing; Investment advisory services; Private equity fund investment services; Management of private equity funds; Private equity consultant services; Private credit and debt advisory services, namely, advisory relating to investments in the credit space that are not in liquid tradable securities form |
| Indication of Colors claimed | The color(s) blue and grey is/are claimed as a feature of the mark. |
| NOT AVAILABLE | "CAPITAL 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 | Friday, June 23, 2023 |
| Primary Code | 036 |
| First Use Anywhere Date | Tuesday, May 16, 2023 |
| First Use In Commerce Date | Tuesday, May 16, 2023 |
| Party Name | Welcy Capital Advisors |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Miami, FL 33131 |
| Party Name | Welcy Capital Advisors |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Miami, FL 33131 |
| Event Date | Event Description |
| Thursday, May 25, 2023 | NEW APPLICATION ENTERED |
| Friday, June 23, 2023 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Saturday, June 24, 2023 | NOTICE OF DESIGN SEARCH CODE E-MAILED |
| Tuesday, February 13, 2024 | ASSIGNED TO EXAMINER |
| Wednesday, February 14, 2024 | NON-FINAL ACTION WRITTEN |
| Wednesday, February 14, 2024 | NON-FINAL ACTION E-MAILED |
| Wednesday, February 14, 2024 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Tuesday, May 14, 2024 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Tuesday, May 14, 2024 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Tuesday, May 14, 2024 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Monday, June 10, 2024 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Wednesday, June 26, 2024 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Tuesday, July 16, 2024 | PUBLISHED FOR OPPOSITION |
| Tuesday, July 16, 2024 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, July 16, 2024 | PUBLISHED FOR OPPOSITION |
| Tuesday, July 16, 2024 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |