| Serial Number | 97656649 |
| Word Mark | WOLFE RESEARCH ADVISORS |
| Filing Date | Tuesday, November 1, 2022 |
| Status | 688 - NOTICE OF ALLOWANCE - ISSUED |
| Status Date | Tuesday, September 3, 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, July 9, 2024 |
| Description of Mark | The mark consists of the word WOLFE with the letters W, L, F, and E in black stylized capital letters and the capital letter O represented by a blue stylized globe with white gridlines containing the white, right-facing silhouette of a wolf's head, and centered beneath the word WOLFE are the words RESEARCH in black capital stylized letters and ADVISORS in blue capital stylized letters. |
| Pseudo Mark | WOLF RESEARCH ADVISORS |
| Goods and Services | Financial services in the nature of an investment security; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; Financial services, namely, the trading of financial instruments, securities, shares, options and other derivative products; Financial advice and consultancy services; Financial advisory and consultancy services; Financial analysis and research services; Financial consulting services, namely, expert analysis in finance; Financial evaluation, tracking, analysis, forecasting, consultancy, advisory and research services relating to securities and other financial instruments; Financial information and advisory services; Financial portfolio analysis services; Financial research and equity research brokerage services; Financial research and information services; Financial risk assessment services; Financial securities exchange services; Information, advisory, consultancy and financial research services relating to finance and investments; Providing financial services with respect to securities and other financial instruments and products, namely, providing financial market news and commentary; Providing financial services with respect to securities and other financial instruments and products, namely, money management services; Strategic financial advisory services; Strategic corporate financial advisory services |
| Indication of Colors claimed | The color(s) black, white, and blue is/are claimed as a feature of the mark. |
| NOT AVAILABLE | "RESEARCH ADVISORS" |
| 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 | Thursday, November 17, 2022 |
| Primary Code | 036 |
| First Use Anywhere Date | NOT AVAILABLE |
| First Use In Commerce Date | NOT AVAILABLE |
| Party Name | Wolfe Research, LLC |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | New York, NY 10017 |
| Party Name | Wolfe Research, LLC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | New York, NY 10017 |
| Event Date | Event Description |
| Friday, November 18, 2022 | NOTICE OF DESIGN SEARCH CODE E-MAILED |
| Friday, November 4, 2022 | NEW APPLICATION ENTERED |
| Thursday, November 17, 2022 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Tuesday, July 18, 2023 | ASSIGNED TO EXAMINER |
| Friday, July 21, 2023 | NON-FINAL ACTION WRITTEN |
| Friday, July 21, 2023 | NON-FINAL ACTION E-MAILED |
| Friday, July 21, 2023 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Tuesday, October 10, 2023 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Friday, March 1, 2024 | ASSIGNED TO LIE |
| Friday, March 1, 2024 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Friday, March 1, 2024 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Friday, May 31, 2024 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Wednesday, June 19, 2024 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Tuesday, July 9, 2024 | PUBLISHED FOR OPPOSITION |
| Tuesday, July 9, 2024 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, September 3, 2024 | NOA E-MAILED - SOU REQUIRED FROM APPLICANT |