| Serial Number | 97740537 |
| Word Mark | WOLF TREE WEALTH MANAGEMENT |
| Filing Date | Wednesday, January 4, 2023 |
| Status | 700 - REGISTERED |
| Status Date | Tuesday, March 26, 2024 |
| Registration Number | 7335850 |
| Registration Date | Tuesday, March 26, 2024 |
| Mark Drawing | 4000 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | Tuesday, January 9, 2024 |
| Goods and Services | Advice relating to investments; Financial planning and investment advisory services; Financial planning for retirement; Investment management; Investment advisory services; Providing information about healthcare insurance plans; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement |
| Disclaimer with Predetermined Text | "WEALTH MANAGEMENT" |
| 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, January 9, 2023 |
| Primary Code | 036 |
| First Use Anywhere Date | Friday, October 21, 2022 |
| First Use In Commerce Date | Friday, October 21, 2022 |
| Party Name | Wolf Tree Wealth Management, LLC |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Grantsburg, WI 54840 |
| Party Name | Wolf Tree Wealth Management, LLC |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Grantsburg, WI 54840 |
| Party Name | Wolf Tree Wealth Management, LLC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Grantsburg, WI 54840 |
| Event Date | Event Description |
| Tuesday, March 26, 2024 | NOTICE OF REGISTRATION CONFIRMATION EMAILED |
| Tuesday, March 26, 2024 | REGISTERED-PRINCIPAL REGISTER |
| Tuesday, January 9, 2024 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, January 9, 2024 | PUBLISHED FOR OPPOSITION |
| Wednesday, December 20, 2023 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Saturday, December 2, 2023 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Friday, December 1, 2023 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Thursday, November 30, 2023 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Thursday, November 30, 2023 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Thursday, September 28, 2023 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Thursday, September 28, 2023 | NON-FINAL ACTION E-MAILED |
| Thursday, September 28, 2023 | NON-FINAL ACTION WRITTEN |
| Thursday, September 28, 2023 | ASSIGNED TO EXAMINER |
| Monday, January 9, 2023 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Saturday, January 7, 2023 | NEW APPLICATION ENTERED |