| Serial Number | 97388733 |
| Word Mark | WISDOM FOR GENERATIONS. PEACE OF MIND TODAY. |
| Filing Date | Friday, April 29, 2022 |
| Status | 700 - REGISTERED |
| Status Date | Tuesday, August 15, 2023 |
| Registration Number | 7140982 |
| Registration Date | Tuesday, August 15, 2023 |
| Mark Drawing | 4000 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | Tuesday, March 28, 2023 |
| Goods and Services | Financial administration of investment portfolios of others, customized to each client's unique objectives, return requirements, risk tolerance, and individual and family circumstances; Financial consulting services in the field of planned giving for non-profit and charitable organizations; Financial management in the field of investment supervisory services and the management of investment advisory accounts as continuous investment counseling services, structuring of client investment portfolios; Financial planning and investment advisory services; Financial planning services, namely, developing and managing charitable giving programs on behalf of wealthy individuals or families; Financial planning, namely, reviewing retirement cash flow, intergenerational wealth transfer, insurance needs, tax planning, funding college education, and philanthropy; Financial services, namely, assisting others with the completion of financial transactions for stocks, bonds, securities and equities; Financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; Investment advisory services; Investment brokerage; Investment consultation; Investment management; Philanthropy consultation relating to charitable fundraising |
| 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, May 4, 2022 |
| Primary Code | 036 |
| First Use Anywhere Date | Thursday, November 10, 2022 |
| First Use In Commerce Date | Thursday, November 10, 2022 |
| Party Name | Clifford Swan Investment Counsel LLC |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Pasadena, CA 91105 |
| Party Name | Clifford Swan Investment Counsel LLC |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Pasadena, CA 91105 |
| Party Name | Clifford Swan Investment Counsel LLC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Pasadena, CA 91105 |
| Event Date | Event Description |
| Tuesday, August 15, 2023 | NOTICE OF REGISTRATION CONFIRMATION EMAILED |
| Tuesday, August 15, 2023 | REGISTERED-PRINCIPAL REGISTER |
| Wednesday, July 12, 2023 | NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED |
| Tuesday, July 11, 2023 | ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED |
| Wednesday, June 21, 2023 | STATEMENT OF USE PROCESSING COMPLETE |
| Thursday, May 25, 2023 | USE AMENDMENT FILED |
| Tuesday, June 20, 2023 | CASE ASSIGNED TO INTENT TO USE PARALEGAL |
| Thursday, May 25, 2023 | TEAS STATEMENT OF USE RECEIVED |
| Tuesday, May 23, 2023 | NOA E-MAILED - SOU REQUIRED FROM APPLICANT |
| Tuesday, March 28, 2023 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, March 28, 2023 | PUBLISHED FOR OPPOSITION |
| Wednesday, March 8, 2023 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Saturday, February 18, 2023 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Thursday, February 16, 2023 | ASSIGNED TO EXAMINER |
| Wednesday, May 4, 2022 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Tuesday, May 3, 2022 | NEW APPLICATION ENTERED |