| Serial Number | 86729884 |
| Word Mark | YOU DREAM. WE PLAN. |
| Filing Date | Wednesday, August 19, 2015 |
| Status | 702 - SECTION 8 & 15 - ACCEPTED AND ACKNOWLEDGED |
| Status Date | Friday, August 20, 2021 |
| Registration Number | 4927175 |
| Registration Date | Tuesday, March 29, 2016 |
| Mark Drawing | 4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | Tuesday, January 12, 2016 |
| Goods and Services | Financial affairs and monetary affairs, namely, financial information, management and analysis services; Financial analysis, namely, compiling and analyzing statistics, data and other sources of information for financial purposes; Financial information; Financial planning and investment advisory services; Financial planning for retirement; Financial planning, namely, the creation of personalized strategies to achieve financial independence; Financial portfolio analysis services; Financial portfolio management; Financial research; Financial retirement plan consulting services; Financial risk management consultation; Financial services, namely, providing an investment option available for variable annuity and variable life insurance products; Financial services, namely, wealth management services; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement |
| 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, August 24, 2015 |
| Primary Code | 036 |
| First Use Anywhere Date | Monday, August 10, 2015 |
| First Use In Commerce Date | Monday, August 10, 2015 |
| Party Name | BAYNTREE WEALTH ADVISORS, LLC |
| Party Type | 31 - New Owner After Registration |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Scottsdale, AZ 85253 |
| Party Name | BAINTREE WEALTH ADVISORS, LLC |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Scottsdale, AZ 85251 |
| Party Name | BAINTREE WEALTH ADVISORS, LLC |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Scottsdale, AZ 85251 |
| Party Name | BAINTREE WEALTH ADVISORS, LLC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Scottsdale, AZ 85251 |
| Event Date | Event Description |
| Monday, August 24, 2015 | NEW APPLICATION ENTERED |
| Monday, August 24, 2015 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Thursday, December 3, 2015 | ASSIGNED TO EXAMINER |
| Wednesday, October 7, 2015 | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
| Wednesday, October 7, 2015 | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |
| Thursday, December 24, 2015 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Tuesday, January 12, 2016 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, March 29, 2016 | REGISTERED-PRINCIPAL REGISTER |
| Monday, April 26, 2021 | TEAS SECTION 8 & 15 RECEIVED |
| Tuesday, December 8, 2015 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Tuesday, January 12, 2016 | PUBLISHED FOR OPPOSITION |
| Wednesday, May 18, 2016 | AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP |
| Monday, March 29, 2021 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED |
| Friday, August 20, 2021 | REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK. |
| Friday, August 20, 2021 | CASE ASSIGNED TO POST REGISTRATION PARALEGAL |
| Friday, August 20, 2021 | NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED |
| Saturday, March 29, 2025 | COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED |
| Tuesday, March 1, 2022 | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
| Tuesday, March 1, 2022 | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |
| Tuesday, March 1, 2022 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |