WINDSOR OAK WEALTH MANAGEMENT Trademark
Trademark Overview
On Tuesday, October 24, 2023, a trademark application was filed for WINDSOR OAK WEALTH MANAGEMENT with the United States Patent and Trademark Office. The USPTO has given the WINDSOR OAK WEALTH MANAGEMENT trademark a serial number of 98237364. The federal status of this trademark filing is PUBLISHED FOR OPPOSITION as of Tuesday, August 20, 2024. The WINDSOR OAK WEALTH MANAGEMENT trademark is filed in the Insurance & Financial Services category with the following description:
Financial planning; Financial services, namely, wealth management services; Investment advice; Financial asset management; Cash management; Financial analysis; Financial consultation; Financial planning for retirement; Financial planning consultation; Financial portfolio management; Financial research; Financial risk assessment services
General Information
| Serial Number | 98237364 |
| Word Mark | WINDSOR OAK WEALTH MANAGEMENT |
| Filing Date | Tuesday, October 24, 2023 |
| Status | 686 - PUBLISHED FOR OPPOSITION |
| Status Date | Tuesday, August 20, 2024 |
| Registration Number | 0000000 |
| Registration Date | NOT AVAILABLE |
| Mark Drawing | 3 - Illustration: Drawing or design which also includes word(s) / letter(s) / number(s) |
| Published for Opposition Date | Tuesday, August 20, 2024 |
Trademark Statements
| Description of Mark | The mark consists of a stylized leaf wherein the veins of the leaf are arranged to show a stylized form of a tree. The wording "WINDSOR OAK" appears in a stylized font directly below the design, and the word "WEALTH MANAGEMENT" appears in between two horizontal lines at the bottom of the mark. |
| Goods and Services | Financial planning; Financial services, namely, wealth management services; Investment advice; Financial asset management; Cash management; Financial analysis; Financial consultation; Financial planning for retirement; Financial planning consultation; Financial portfolio management; Financial research; Financial risk assessment services |
| Indication of Colors claimed | Color is not claimed as a feature of the mark. |
| NOT AVAILABLE | WEALTH MANAGEMENT |
Classification Information
| 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 | Monday, October 30, 2023 |
| Primary Code | 036 |
| First Use Anywhere Date | Monday, June 5, 2023 |
| First Use In Commerce Date | Monday, June 5, 2023 |
Trademark Owner History
| Party Name | NOT AVAILABLE |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 01 - Individual |
| Address | Atlanta, GA 30305 |
| Party Name | NOT AVAILABLE |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 01 - Individual |
| Address | Atlanta, GA 30305 |
Trademark Events
| Event Date | Event Description |
| Friday, October 27, 2023 | NEW APPLICATION ENTERED |
| Wednesday, June 12, 2024 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Wednesday, June 12, 2024 | NON-FINAL ACTION E-MAILED |
| Wednesday, July 10, 2024 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Wednesday, July 10, 2024 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Thursday, July 11, 2024 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Friday, July 12, 2024 | EXAMINERS AMENDMENT -WRITTEN |
| Monday, October 30, 2023 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Tuesday, October 31, 2023 | NOTICE OF DESIGN SEARCH CODE E-MAILED |
| Thursday, June 6, 2024 | ASSIGNED TO EXAMINER |
| Wednesday, June 12, 2024 | NON-FINAL ACTION WRITTEN |
| Friday, July 12, 2024 | EXAMINER'S AMENDMENT ENTERED |
| Friday, July 12, 2024 | EXAMINERS AMENDMENT E-MAILED |
| Friday, July 12, 2024 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Friday, July 12, 2024 | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED |
| Wednesday, July 31, 2024 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Tuesday, August 20, 2024 | PUBLISHED FOR OPPOSITION |
| Tuesday, August 20, 2024 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
