CLIENT FIRST TAX AND WEALTH ADVISORS

Serial Number 87535544
Registration 5630474
702

Registration Progress

Application Filed
Jul 20, 2017
Under Examination
Approved for Publication
Oct 2, 2018
Published for Opposition
Oct 2, 2018
Registered
Dec 18, 2018

Trademark Image

CLIENT FIRST TAX AND WEALTH ADVISORS

Basic Information

Serial Number
87535544
Registration Number
5630474
Filing Date
July 20, 2017
Registration Date
December 18, 2018
Published for Opposition
October 2, 2018
Drawing Code
4

Status Summary

Current Status
Active
Status Code
702
Status Date
Jul 4, 2024
Registration
Registered
Classes
035 036

Rights Holder

ROCK POINT PARTNERS LLC

16
Address
215 N MAIN STREET, SUITE 1040
WEST BEND, WI 53095

Ownership History

Client First Tax Services, LLC

Original Applicant
16
West Bend, WI

ROCK POINT PARTNERS LLC

New Owner Before Publication #1
16
WEST BEND, WI

ROCK POINT PARTNERS LLC

Owner at Publication
16
WEST BEND, WI

ROCK POINT PARTNERS LLC

Original Registrant
16
WEST BEND, WI

Legal Representation

Attorney
Melinda S. Giftos

USPTO Deadlines

Next Deadline
1137 days remaining
Section 8 & 9 (10-Year) Renewal Due (Based on registration date 2018-12-18)
Due Date
December 18, 2028
Grace Period Ends
June 18, 2029

Application History

27 events
Date Code Type Description Documents
Jul 4, 2024 NA85 E NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED Loading...
Jul 4, 2024 C15A O REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK. Loading...
Jul 4, 2024 APRE A CASE ASSIGNED TO POST REGISTRATION PARALEGAL Loading...
Dec 20, 2023 E815 I TEAS SECTION 8 & 15 RECEIVED Loading...
Dec 18, 2023 REM1 E COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED Loading...
Dec 18, 2018 R.PR A REGISTERED-PRINCIPAL REGISTER Loading...
Oct 2, 2018 NPUB E OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED Loading...
Oct 2, 2018 PUBO A PUBLISHED FOR OPPOSITION Loading...
Sep 12, 2018 NONP E NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED Loading...
Aug 23, 2018 CNSA O APPROVED FOR PUB - PRINCIPAL REGISTER Loading...
Aug 22, 2018 TEME I TEAS/EMAIL CORRESPONDENCE ENTERED Loading...
Aug 22, 2018 CRFA I CORRESPONDENCE RECEIVED IN LAW OFFICE Loading...
Aug 17, 2018 ALIE A ASSIGNED TO LIE Loading...
Jul 30, 2018 ERSI I TEAS RESPONSE TO SUSPENSION INQUIRY RECEIVED Loading...
May 11, 2018 GNS3 O NOTIFICATION OF LETTER OF SUSPENSION E-MAILED Loading...
May 11, 2018 GNSL S LETTER OF SUSPENSION E-MAILED Loading...
May 11, 2018 CNSL R SUSPENSION LETTER WRITTEN Loading...
Apr 26, 2018 TEME I TEAS/EMAIL CORRESPONDENCE ENTERED Loading...
Apr 25, 2018 CRFA I CORRESPONDENCE RECEIVED IN LAW OFFICE Loading...
Apr 25, 2018 TROA I TEAS RESPONSE TO OFFICE ACTION RECEIVED Loading...
Mar 28, 2018 ASGN I AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP Loading...
Oct 25, 2017 GNRN O NOTIFICATION OF NON-FINAL ACTION E-MAILED Loading...
Oct 25, 2017 GNRT F NON-FINAL ACTION E-MAILED Loading...
Oct 25, 2017 CNRT R NON-FINAL ACTION WRITTEN Loading...
Oct 19, 2017 DOCK D ASSIGNED TO EXAMINER Loading...
Jul 26, 2017 NWOS I NEW APPLICATION OFFICE SUPPLIED DATA ENTERED Loading...
Jul 24, 2017 NWAP I NEW APPLICATION ENTERED Loading...

Detailed Classifications

Class 035
Tax preparation; tax planning
First Use Anywhere: Jan 1, 2016
First Use in Commerce: Jan 1, 2016
Class 036
Investment management, financial planning, providing information in insurance planning matter, social security financial planning and consulting services rendered to individuals, financial information
First Use Anywhere: Jan 1, 2016
First Use in Commerce: Jan 1, 2016

Classification

International Classes
035 036

Disclaimers

The following terms have been disclaimed and are not claimed as part of the trademark:
Specific Disclaimer
"TAX AND WEALTH ADVISORS"