| Serial Number | 88699289 |
| Word Mark | WHERE MATTERS OF WEALTH, BUSINESS, AND FAMILY INTERSECT |
| Filing Date | Wednesday, November 20, 2019 |
| Status | 700 - REGISTERED |
| Status Date | Tuesday, September 7, 2021 |
| Registration Number | 6473808 |
| Registration Date | Tuesday, September 7, 2021 |
| Mark Drawing | 4000 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | Tuesday, June 22, 2021 |
| Goods and Services | business brokerage services and related consulting, strategic corporate financial advisory services and investment banking related services, namely, strategic plan design services, vendor selection and evaluation services, financial reporting services and corporate compliance services, pertaining to business sales, mergers, acquisitions, joint ventures, special situations and turnarounds, recapitalization and negotiations; Financial services, namely, wealth management services; investment management and advisory services; financial asset management; family office services, namely, financial planning and advisory services, strategic planning and financial modeling for trust and estate planning, investment consulting, tax planning and administration in the nature of financial modeling of tax strategies and the coordination of tax professionals, financial philanthropic gift planning; financial risk management; philanthropy and charitable planning, namely, philanthropy consultation relating to taxation planning; financial planning for retirement; financial and insurance services, namely, estate and succession planning services; financial planning and investment advisory services, namely, trust planning, gift planning, financial governance and fiduciary management; Consulting services in the field of state and federal employee benefit plans concerning insurance and finance; Advisory services in the field of employee benefits for group healthcare and business insurance offered to employees in addition to standard benefits such as medical, dental, life insurance including short term disability, long term disability, accidental death and dismemberment; Insurance brokerage services for individual and group insurance; Strategic financial advisory services |
| 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 | Tuesday, November 26, 2019 |
| Primary Code | 036 |
| First Use Anywhere Date | Tuesday, October 15, 2019 |
| First Use In Commerce Date | Tuesday, October 15, 2019 |
| Party Name | NOT AVAILABLE |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 01 - Individual |
| Address | Pittsburgh, PA 15222 |
| Party Name | NOT AVAILABLE |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 01 - Individual |
| Address | Pittsburgh, PA 15222 |
| Party Name | NOT AVAILABLE |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 01 - Individual |
| Address | Pittsburgh, PA 15222 |
| Event Date | Event Description |
| Tuesday, September 7, 2021 | REGISTERED-PRINCIPAL REGISTER |
| Tuesday, June 22, 2021 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, June 22, 2021 | PUBLISHED FOR OPPOSITION |
| Wednesday, June 2, 2021 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Thursday, May 13, 2021 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Thursday, May 13, 2021 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Wednesday, May 12, 2021 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Wednesday, May 12, 2021 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Thursday, November 12, 2020 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Thursday, November 12, 2020 | NON-FINAL ACTION E-MAILED |
| Thursday, November 12, 2020 | NON-FINAL ACTION WRITTEN |
| Thursday, October 15, 2020 | PREVIOUS ALLOWANCE COUNT WITHDRAWN |
| Tuesday, September 22, 2020 | WITHDRAWN FROM PUB - OG REVIEW QUERY |
| Thursday, September 3, 2020 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Thursday, September 3, 2020 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Wednesday, September 2, 2020 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Wednesday, September 2, 2020 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Monday, March 2, 2020 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Monday, March 2, 2020 | NON-FINAL ACTION E-MAILED |
| Monday, March 2, 2020 | NON-FINAL ACTION WRITTEN |
| Tuesday, February 25, 2020 | ASSIGNED TO EXAMINER |
| Tuesday, November 26, 2019 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED IN TRAM |
| Saturday, November 23, 2019 | NEW APPLICATION ENTERED IN TRAM |