| Serial Number | 86652950 |
| Word Mark | WENTZ FINANCIAL GROUP INVESTMENT MANAGEMENT FOR YOUR LIFETIME |
| Filing Date | Friday, June 5, 2015 |
| Status | 701 - SECTION 8 - ACCEPTED |
| Status Date | Monday, November 29, 2021 |
| Registration Number | 4954329 |
| Registration Date | Tuesday, May 10, 2016 |
| Mark Drawing | 3000 - Illustration: Drawing or design which also includes word(s) / letter(s) / number(s) |
| Published for Opposition Date | Tuesday, February 23, 2016 |
| Indication of Colors claimed | The color(s) gold and dark green is/are claimed as a feature of the mark. |
| Disclaimer with Predetermined Text | "FINANCIAL GROUP" |
| Description of Mark | The mark consists of the word "WENTZ" written in green lettering starting with a capital letter "W", "FINANCIAL GROUP" written beneath in green letters in all capital letters, underlined by a gold line, with "INVESTMENT MANAGEMENT FOR YOUR LIFETIME" written in gold italic letters beneath the gold line, and a side-view full body image in the upper right corner of a gold bear facing left, with six vertical stripes, partially overlapping a side-view full body image of a green bull, with ten vertical stripes. The white represents background and/or transparent areas and is not part of the mark. |
| Goods and Services | Financial planning; Financial planning and investment advisory services; Financial planning consultation; Financial planning for retirement; Financial planning, namely, the creation of personalized strategies to achieve financial independence |
| 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 | Thursday, June 11, 2015 |
| Primary Code | 036 |
| First Use Anywhere Date | Wednesday, June 1, 2005 |
| First Use In Commerce Date | Wednesday, June 1, 2005 |
| Party Name | Wentz Financial Group, LLC |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Hudson, OH 44236 |
| Party Name | Wentz Financial Group, LLC |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Hudson, OH 44236 |
| Party Name | Wentz Financial Group, LLC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Hudson, OH 44236 |
| Event Date | Event Description |
| Monday, November 29, 2021 | NOTICE OF ACCEPTANCE OF SEC. 8 - E-MAILED |
| Monday, November 29, 2021 | REGISTERED - SEC. 8 (6-YR) ACCEPTED |
| Friday, November 26, 2021 | CASE ASSIGNED TO POST REGISTRATION PARALEGAL |
| Wednesday, July 7, 2021 | TEAS SECTION 8 RECEIVED |
| Monday, May 10, 2021 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED |
| Tuesday, May 10, 2016 | REGISTERED-PRINCIPAL REGISTER |
| Tuesday, February 23, 2016 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, February 23, 2016 | PUBLISHED FOR OPPOSITION |
| Wednesday, February 3, 2016 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Friday, January 15, 2016 | LAW OFFICE PUBLICATION REVIEW COMPLETED |
| Friday, January 8, 2016 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Friday, January 8, 2016 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Friday, January 8, 2016 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Wednesday, January 6, 2016 | ASSIGNED TO LIE |
| Monday, December 28, 2015 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Wednesday, September 23, 2015 | COMBINED EXAMINER'S AMENDMENT/PRIORITY ACTION ENTERED |
| Wednesday, September 23, 2015 | ASSIGNED TO LIE |
| Wednesday, September 23, 2015 | NOTIFICATION OF EXAMINER'S AMENDMENT/PRIORITY ACTION E-MAILED |
| Wednesday, September 23, 2015 | EXAMINER'S AMENDMENT/PRIORITY ACTION E-MAILED |
| Wednesday, September 23, 2015 | EXAMINERS AMENDMENT AND/OR PRIORITY ACTION - COMPLETED |
| Wednesday, September 16, 2015 | ASSIGNED TO EXAMINER |
| Friday, June 12, 2015 | NOTICE OF DESIGN SEARCH CODE E-MAILED |
| Thursday, June 11, 2015 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED IN TRAM |
| Tuesday, June 9, 2015 | NEW APPLICATION ENTERED IN TRAM |