| Serial Number | 87705454 |
| Word Mark | WHITE OAKS WEALTH ADVISORS, INC. |
| Filing Date | Friday, December 1, 2017 |
| Status | 700 - REGISTERED |
| Status Date | Tuesday, May 19, 2020 |
| Registration Number | 6055930 |
| Registration Date | Tuesday, May 19, 2020 |
| Mark Drawing | 3000 - Illustration: Drawing or design which also includes word(s) / letter(s) / number(s) |
| Published for Opposition Date | Tuesday, March 3, 2020 |
| Indication of Colors claimed | Color is not claimed as a feature of the mark. |
| Disclaimer with Predetermined Text | "WEALTH ADVISORS, INC." |
| Description of Mark | The mark consists of the words "WHITE OAKS WEALTH ADVISORS, INC." with a line underneath and centered over an outline of a leaf. |
| Goods and Services | Business planning; business succession planning; cost analyses |
| 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 |
| 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, December 13, 2017 |
| Primary Code | 035 |
| First Use Anywhere Date | Friday, March 7, 1997 |
| First Use In Commerce Date | Friday, March 7, 1997 |
| 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, December 13, 2017 |
| Primary Code | 036 |
| First Use Anywhere Date | Friday, March 7, 1997 |
| First Use In Commerce Date | Friday, March 7, 1997 |
| 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, December 13, 2017 |
| Primary Code | 042 |
| First Use Anywhere Date | Monday, February 28, 2011 |
| First Use In Commerce Date | Monday, February 28, 2011 |
| Party Name | White Oaks Wealth Advisors, Inc. |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 03 - Corporation |
| Address | Minneapolis, MN 55402 |
| 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 |
| Tuesday, May 19, 2020 | REGISTERED-PRINCIPAL REGISTER |
| Tuesday, March 3, 2020 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, March 3, 2020 | PUBLISHED FOR OPPOSITION |
| Wednesday, February 12, 2020 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Thursday, January 23, 2020 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Thursday, January 23, 2020 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Thursday, January 23, 2020 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Tuesday, January 21, 2020 | ASSIGNED TO LIE |
| Thursday, January 9, 2020 | TEAS RESPONSE TO SUSPENSION INQUIRY RECEIVED |
| Thursday, October 10, 2019 | REPORT COMPLETED SUSPENSION CHECK CASE STILL SUSPENDED |
| Tuesday, April 9, 2019 | REPORT COMPLETED SUSPENSION CHECK CASE STILL SUSPENDED |
| Tuesday, October 9, 2018 | NOTIFICATION OF LETTER OF SUSPENSION E-MAILED |
| Tuesday, October 9, 2018 | LETTER OF SUSPENSION E-MAILED |
| Tuesday, October 9, 2018 | SUSPENSION LETTER WRITTEN |
| Friday, September 14, 2018 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Friday, September 14, 2018 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Friday, September 14, 2018 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Friday, March 16, 2018 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Friday, March 16, 2018 | NON-FINAL ACTION E-MAILED |
| Friday, March 16, 2018 | NON-FINAL ACTION WRITTEN |
| Wednesday, March 14, 2018 | ASSIGNED TO EXAMINER |
| Thursday, December 14, 2017 | NOTICE OF DESIGN SEARCH CODE E-MAILED |
| Wednesday, December 13, 2017 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED IN TRAM |
| Tuesday, December 5, 2017 | NEW APPLICATION ENTERED IN TRAM |