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NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER

record initialized not assigned to examiner

on 28 Feb 2024

Last Applicant/ Owned by

10 Post Office Square

Boston

MA

02109

Serial Number

98387496 filed on 01st Feb 2024

Registration Number

N/A

Correspondent Address

B. ANNA MCCOY

MCCOY RUSSELL LLP

1410 NW JOHNSON STREET

SUITE 201

PORTLAND, OR 97209

Filing Basis

1. filed as use application

2. use application currently

Disclaimer

NO DATA

Logo Mark Trademark Information

Color is not claimed as a feature of the mark. Wealth management services; financial planning advice relating to investments and wealth management; investment services, namely, financial asset allocation, cash flow management, investment consultation, and investment management services; financial advisory and consultancy services; financial advisory and consultancy services for individuals and faRead More

Classification Information


Class [036]
Insurance & Financial Services


Wealth management services; financial planning advice relating to investments and wealth management; investment services, namely, financial asset allocation, cash flow management, investment consultation, and investment management services; financial advisory and consultancy services; financial advisory and consultancy services for individuals and families for financial wealth planning purposes; estate planning consultation; trust and estate financial administration services; risk management consultation; financial planning advice relating to investments and wealth management for retirement plans, endowments and foundations; advising for and management of retirement plans, endowments and foundations; financial planning for retirement, business transition, education, estate planning, and charitable giving; investment advisory services, namely, Registered Investment Advisor (RIA) services


First Use Date in General

04th Dec 2023

First Use Date in Commerce

04th Dec 2023

Mark Details


Serial Number

No 98387496

Mark Type

No Service Mark

Attorney Docket Number

No DFP24403US

44D Filed

No

44D Current

No

44E filed

No

44E Current

No

66A Filed

No

66A Current

No

Current Basis

No

No Basis

No

Design Code(s)

26.01.04 -

Circles with two breaks or divided in the middle

26.05.03 -

Incomplete triangles (must have two angles)

26.17.01 -

Straight line(s), band(s) or bar(s)

26.17.06 -

Diagonal line(s), band(s) or bar(s)

Description of Design Search

The mark consists of a dissected circle where the half circle on the left creates a triangle shape in the center of the circle and the half circle on the right creates a diagonal line through the center of the circle.

Legal History


Status DateAction Taken
29th Feb 2024NOTICE OF DESIGN SEARCH CODE E-MAILED
28th Feb 2024NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
05th Feb 2024NEW APPLICATION ENTERED