| Serial Number | 90354666 |
| Word Mark | WHITE OAKS WEALTH ADVISORS |
| Filing Date | Wednesday, December 2, 2020 |
| Status | 700 - REGISTERED |
| Status Date | Tuesday, August 2, 2022 |
| Registration Number | 6809832 |
| Registration Date | Tuesday, August 2, 2022 |
| Mark Drawing | 3 - Illustration: Drawing or design which also includes word(s) / letter(s) / number(s) |
| Published for Opposition Date | Tuesday, January 11, 2022 |
| Description of Mark | The mark consists of the wording "WHITE OAKS" in black over the smaller wording "WEALTH ADVISORS" in gray, to the right of a stylized leaf design in shades of green. |
| In Another Form Statement | The mark was first used anywhere in a different form other than that sought to be registered at least as early as 03/07/1997 |
| In Another Form Statement | The mark was first used in commerce in a different form other than that sought to be registered at least as early as 03/07/1997 |
| In Another Form Statement | The mark was first used anywhere in a different form other than that sought to be registered at least as early as 03/07/1997 |
| In Another Form Statement | The mark was first used in commerce in a different form other than that sought to be registered at least as early as 03/07/1997 |
| In Another Form Statement | The mark was first used in commerce in a different form other than that sought to be registered at least as early as 03/07/1997 |
| Goods and Services | Financial planning; Investment advisory services; Investment management; Financial asset management; Financial portfolio management services; Financial services, namely, wealth management services; Investment advisory services, namely, wealth advisory services integrated to include asset management, private banking, trust, fiduciary and administrative services and planning related to family dynamics; Trust services, namely, financial trust management and trust company services; Trust investment distribution and wealth distribution planning; Representative and fiduciary services as a trustee; Financial planning for retirement; Estate and tax planning services; Estate trust management; Financial risk assessment services; Financial risk management; Financial risk management consultation; Bill payment services; Cash management; Advisory services regarding philanthropic monetary and financial asset donations; Financial planning services, namely, developing and managing charitable giving programs; Providing information in the field of financial planning, investments, investment management, financial asset management, financial portfolio management, wealth management, financial trust management, financial trusts, estate planning, tax planning, estate trust management, financial risk assessment, financial risk management, bill payment, cash management, and charitable giving |
| Indication of Colors claimed | The color(s) green, gray and black is/are claimed as a feature of the mark. |
| Goods and Services | Business planning; Business succession planning; Cost analyses |
| NOT AVAILABLE | "WEALTH ADVISORS" |
| In Another Form Statement | The mark was first used anywhere in a different form other than that sought to be registered at least as early as 03/07/1997 |
| Goods and Services | Providing a website for the electronic storage of documents; Electronic storage of files and documents |
| International Class | 035 - Advertising; business management; business administration; office functions. |
| US Class Codes | 100, 101, 102 |
| Class Status Code | 6 - Active |
| Class Status Date | Wednesday, February 10, 2021 |
| Primary Code | 035 |
| First Use Anywhere Date | Sunday, February 28, 2021 |
| First Use In Commerce Date | Sunday, February 28, 2021 |
| 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, February 10, 2021 |
| Primary Code | 036 |
| First Use Anywhere Date | Sunday, February 28, 2021 |
| First Use In Commerce Date | Sunday, February 28, 2021 |
| International Class | 042 - Scientific and technological services and research and design relating thereto; industrial analysis and research services; design and development of computer hardware and software. |
| US Class Codes | 100, 101 |
| Class Status Code | 6 - Active |
| Class Status Date | Wednesday, February 10, 2021 |
| Primary Code | 042 |
| First Use Anywhere Date | Sunday, February 28, 2021 |
| First Use In Commerce Date | Sunday, February 28, 2021 |
| Party Name | White Oaks Wealth Advisors, Inc. |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 03 - Corporation |
| Address | Minneapolis, MN 55416 |
| Party Name | White Oaks Wealth Advisors, Inc. |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 03 - Corporation |
| Address | Minneapolis, MN 55402 |
| Party Name | White Oaks Wealth Advisors, Inc. |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 03 - Corporation |
| Address | Minneapolis, MN 55402 |
| Event Date | Event Description |
| Saturday, December 5, 2020 | NEW APPLICATION ENTERED |
| Friday, May 28, 2021 | NON-FINAL ACTION E-MAILED |
| Friday, May 28, 2021 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Friday, May 28, 2021 | NON-FINAL ACTION WRITTEN |
| Wednesday, February 10, 2021 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Thursday, February 11, 2021 | NOTICE OF DESIGN SEARCH CODE E-MAILED |
| Wednesday, May 19, 2021 | ASSIGNED TO EXAMINER |
| Wednesday, December 8, 2021 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Sunday, November 28, 2021 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Sunday, November 28, 2021 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Monday, November 29, 2021 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Wednesday, December 22, 2021 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Tuesday, January 11, 2022 | PUBLISHED FOR OPPOSITION |
| Thursday, May 26, 2022 | TEAS STATEMENT OF USE RECEIVED |
| Monday, June 13, 2022 | CASE ASSIGNED TO INTENT TO USE PARALEGAL |
| Thursday, December 9, 2021 | ASSIGNED TO LIE |
| Tuesday, January 11, 2022 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, March 8, 2022 | NOA E-MAILED - SOU REQUIRED FROM APPLICANT |
| Thursday, May 26, 2022 | USE AMENDMENT FILED |
| Tuesday, June 28, 2022 | ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED |
| Wednesday, June 29, 2022 | NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED |
| Tuesday, June 14, 2022 | STATEMENT OF USE PROCESSING COMPLETE |
| Tuesday, June 3, 2025 | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |
| Tuesday, June 3, 2025 | TEAS CHANGE OF OWNER ADDRESS RECEIVED |
| Tuesday, June 3, 2025 | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
| Tuesday, June 3, 2025 | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED |
| Tuesday, June 3, 2025 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
| Tuesday, August 2, 2022 | NOTICE OF REGISTRATION CONFIRMATION EMAILED |
| Tuesday, August 2, 2022 | REGISTERED-PRINCIPAL REGISTER |