Z Trademark

Trademark Overview

On Monday, February 19, 2024, a trademark application was filed for Z with the United States Patent and Trademark Office. The USPTO has given the Z trademark a serial number of 98410278. The federal status of this trademark filing is RESPONSE AFTER NON-FINAL ACTION - ENTERED as of Monday, September 23, 2024. This trademark is owned by CHAI TRUST COMPANY, LLC. The Z trademark is filed in the Advertising, Business and Retail Services, Insurance & Financial Services, Education & Entertainment Services, and Computer & Software Services & Scientific Services categories with the following description:

Education and consulting services, namely, educating in the nature of providing instruction, providing seminars, conferences, round-tables being panel discussions, classes, and panel discussions with third party family offices on managing and structuring family office services; Consulting third-party family office members, namely educational classes and seminars on managing personal well-being, creating and managing trusts, grants, endowments, philanthropic foundations

Real estate and corporate investment services, namely, providing sources of financing and arranging financing for real estate and corporate acquisition, and disposition services; Financial services in the nature of management in connection with investment opportunities, both public and private, namely, complex acquisitions, restructurings and dispositions; Financial and investment services, namely, asset and investment acquisition, consultation, advisory and development; Financial information and advisory services; Financial planning and investment advisory services, and wealth management services; Financial services, namely, administration of estates, trusts, foundations, and individual's funds; Tax strategy services, namely, financial investment consultation; Real estate property management services; Payroll tax debiting services; Cash management services; Charitable and philanthropic foundation services, namely, providing financial assistance for programs and services of others; Fin...

Tax strategy tax planning and planning services; accounting services and payroll processing services; Managing agent services, namely, corporate management assistance services for reporting and maintaining corporate records, corporate documents, and corporate filings; Business counseling, namely, consulting third-party family office members on business management of trusts, grants, endowments, philanthropic foundations

Platform as a service (PAAS) featuring computer software platforms for managing a family office and providing access to account information by members
z

General Information

Serial Number98410278
Word MarkZ
Filing DateMonday, February 19, 2024
Status661 - RESPONSE AFTER NON-FINAL ACTION - ENTERED
Status DateMonday, September 23, 2024
Registration Number0000000
Registration DateNOT AVAILABLE
Mark Drawing3 - Illustration: Drawing or design which also includes word(s) / letter(s) / number(s)
Published for Opposition DateNOT AVAILABLE

Trademark Statements

Goods and ServicesEducation and consulting services, namely, educating in the nature of providing instruction, providing seminars, conferences, round-tables being panel discussions, classes, and panel discussions with third party family offices on managing and structuring family office services; Consulting third-party family office members, namely educational classes and seminars on managing personal well-being, creating and managing trusts, grants, endowments, philanthropic foundations
Description of MarkThe mark consists of a stylized lister "Z" with a diamond in the middle.
Goods and ServicesReal estate and corporate investment services, namely, providing sources of financing and arranging financing for real estate and corporate acquisition, and disposition services; Financial services in the nature of management in connection with investment opportunities, both public and private, namely, complex acquisitions, restructurings and dispositions; Financial and investment services, namely, asset and investment acquisition, consultation, advisory and development; Financial information and advisory services; Financial planning and investment advisory services, and wealth management services; Financial services, namely, administration of estates, trusts, foundations, and individual's funds; Tax strategy services, namely, financial investment consultation; Real estate property management services; Payroll tax debiting services; Cash management services; Charitable and philanthropic foundation services, namely, providing financial assistance for programs and services of others; Financial consultation services in the nature of providing strategic guidance and planning in connection with investment opportunities, both public and private, in the nature of complex acquisitions, restructuring and disposition; Financial counseling, namely, consulting third-party family office members on creating and managing financial trusts, grants, endowments, philanthropic foundations
Indication of Colors claimedColor is not claimed as a feature of the mark.
Goods and ServicesTax strategy tax planning and planning services; accounting services and payroll processing services; Managing agent services, namely, corporate management assistance services for reporting and maintaining corporate records, corporate documents, and corporate filings; Business counseling, namely, consulting third-party family office members on business management of trusts, grants, endowments, philanthropic foundations
Goods and ServicesPlatform as a service (PAAS) featuring computer software platforms for managing a family office and providing access to account information by members

Classification Information

International Class035 - Advertising; business management; business administration; office functions.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateMonday, February 19, 2024
Primary Code035
First Use Anywhere DateNOT AVAILABLE
First Use In Commerce DateNOT AVAILABLE
International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateMonday, February 19, 2024
Primary Code036
First Use Anywhere DateNOT AVAILABLE
First Use In Commerce DateNOT AVAILABLE
International Class041 - Education; providing of training; entertainment; sporting and cultural activities.
US Class Codes100, 101, 107
Class Status Code6 - Active
Class Status DateMonday, February 19, 2024
Primary Code041
First Use Anywhere DateNOT AVAILABLE
First Use In Commerce DateNOT AVAILABLE
International Class042 - Scientific and technological services and research and design relating thereto; industrial analysis and research services; design and development of computer hardware and software.
US Class Codes100, 101
Class Status Code6 - Active
Class Status DateMonday, February 19, 2024
Primary Code042
First Use Anywhere DateNOT AVAILABLE
First Use In Commerce DateNOT AVAILABLE

Trademark Owner History

Party NameCHAI TRUST COMPANY, LLC
Party Type10 - Original Applicant
Legal Entity Type16 - Limited Liability Company
AddressChicago, IL 60606

Trademark Events

Event DateEvent Description
Tuesday, February 20, 2024NEW APPLICATION ENTERED
Wednesday, June 12, 2024NOTICE OF DESIGN SEARCH CODE E-MAILED
Wednesday, June 12, 2024NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Wednesday, September 4, 2024ASSIGNED TO EXAMINER
Monday, September 9, 2024NON-FINAL ACTION WRITTEN
Monday, September 9, 2024NON-FINAL ACTION E-MAILED
Monday, September 9, 2024NOTIFICATION OF NON-FINAL ACTION E-MAILED
Monday, September 23, 2024TEAS/EMAIL CORRESPONDENCE ENTERED
Monday, September 23, 2024CORRESPONDENCE RECEIVED IN LAW OFFICE
Monday, September 23, 2024TEAS RESPONSE TO OFFICE ACTION RECEIVED

Related Keywords

services namely financial management corporate investment providing family managing office