| Serial Number | 87865281 |
| Word Mark | WHERE LEGACIES BEGIN |
| Filing Date | Thursday, April 5, 2018 |
| Status | 700 - REGISTERED |
| Status Date | Tuesday, January 21, 2020 |
| Registration Number | 5968123 |
| Registration Date | Tuesday, January 21, 2020 |
| Mark Drawing | 4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | Tuesday, April 2, 2019 |
| Goods and Services | Financial services, namely, financial consultation, financial planning, financial portfolio management, investment of funds for others, financial and investment information management for others, and management of capital investment funds, hedge funds, private equity funds and other collective investment vehicles; investment consultation; investment management and advisory services for discretionary and non-discretionary domestic and foreign accounts for high net worth individuals, corporations, partnerships, limited liability companies, charitable institutions, trusts and estates; investment supervisory services in connection with open architecture programs, namely, financial planning, conducting financial reviews, investment advice, asset allocation, and financial analysis and consultation; trust services, namely, investment management, estate trust planning and management, and financial trust planning and administration; estate planning; bill payment services; administration of employee benefit plans, namely, health, insurance and retirement plans; financial advice, namely, personal budget planning |
| Goods and Services | Accounting services; tax and taxation planning, advice, information and consultancy services; tax preparation and filing services; business assistance, namely, personal budget preparation; business management and advice; human resources consultation |
| International Class | 035 - Advertising; business management; business administration; office functions. |
| US Class Codes | 100, 101, 102 |
| Class Status Code | 6 - Active |
| Class Status Date | Saturday, April 14, 2018 |
| Primary Code | 035 |
| First Use Anywhere Date | Thursday, November 30, 2017 |
| First Use In Commerce Date | Thursday, November 30, 2017 |
| 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, April 14, 2018 |
| Primary Code | 036 |
| First Use Anywhere Date | Thursday, November 30, 2017 |
| First Use In Commerce Date | Thursday, November 30, 2017 |
| Party Name | Rockefeller Capital Management L.P. |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 13 - Limited Partnership |
| Address | New York, NY 10020 |
| Party Name | Rockefeller Capital Management L.P. |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 13 - Limited Partnership |
| Address | New York, NY 10020 |
| Party Name | Rockefeller Capital Management L.P. |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 13 - Limited Partnership |
| Address | New York, NY 10020 |
| Event Date | Event Description |
| Monday, July 30, 2018 | NON-FINAL ACTION WRITTEN |
| Monday, April 9, 2018 | NEW APPLICATION ENTERED |
| Saturday, April 14, 2018 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Tuesday, July 24, 2018 | ASSIGNED TO EXAMINER |
| Monday, July 30, 2018 | NON-FINAL ACTION E-MAILED |
| Monday, July 30, 2018 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Wednesday, January 16, 2019 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Wednesday, January 16, 2019 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Thursday, January 17, 2019 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Thursday, February 7, 2019 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Friday, February 22, 2019 | ASSIGNED TO LIE |
| Wednesday, March 13, 2019 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Tuesday, April 2, 2019 | PUBLISHED FOR OPPOSITION |
| Tuesday, May 28, 2019 | NOA E-MAILED - SOU REQUIRED FROM APPLICANT |
| Tuesday, November 26, 2019 | TEAS STATEMENT OF USE RECEIVED |
| Tuesday, April 2, 2019 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, November 26, 2019 | USE AMENDMENT FILED |
| Wednesday, December 4, 2019 | CASE ASSIGNED TO INTENT TO USE PARALEGAL |
| Wednesday, December 4, 2019 | STATEMENT OF USE PROCESSING COMPLETE |
| Wednesday, December 18, 2019 | NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED |
| Wednesday, July 9, 2025 | ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY |
| Tuesday, January 21, 2025 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED |
| Tuesday, December 17, 2019 | ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED |
| Tuesday, January 21, 2020 | REGISTERED-PRINCIPAL REGISTER |
| Wednesday, April 10, 2024 | ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY |