ALLY WEALTH MANAGEMENT

Serial Number 87547663
601

Registration Progress

Application Filed
Jul 28, 2017
Under Examination
Approved for Publication
Published for Opposition
Registered

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Mark: ALLY WEALTH MANAGEMENT
Previous Owner: Alonzo Financial Services, Inc.
Classes: 036

Trademark Image

ALLY WEALTH MANAGEMENT

Basic Information

Serial Number
87547663
Filing Date
July 28, 2017
Abandonment Date
November 20, 2017
Drawing Code
3000

Status Summary

Current Status
Inactive
Status Code
601
Status Date
Nov 21, 2017
Classes
036

Rights Holder

Alonzo Financial Services, Inc.

03
Address
5941 E. Miramar Dr.
Tucson, AZ 85715

Ownership History

Alonzo Financial Services, Inc.

Original Applicant
03
Tucson, AZ

Legal Representation

Attorney
Stephen B. Mosier

Application History

14 events
Date Code Type Description Documents
Nov 21, 2017 MAB1 O ABANDONMENT NOTICE MAILED - EXPRESS ABANDONMENT Loading...
Nov 21, 2017 ABN1 O ABANDONMENT - EXPRESS MAILED Loading...
Nov 20, 2017 EXAR I TEAS EXPRESS ABANDONMENT RECEIVED Loading...
Nov 20, 2017 ARAA I ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED Loading...
Nov 20, 2017 REAP I TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED Loading...
Nov 7, 2017 XAEC I EXAMINER'S AMENDMENT ENTERED Loading...
Nov 7, 2017 ALIE A ASSIGNED TO LIE Loading...
Nov 7, 2017 GNEN O NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED Loading...
Nov 7, 2017 GNEA F EXAMINERS AMENDMENT E-MAILED Loading...
Nov 7, 2017 CNEA R EXAMINERS AMENDMENT -WRITTEN Loading...
Oct 29, 2017 DOCK D ASSIGNED TO EXAMINER Loading...
Aug 3, 2017 MDSC E NOTICE OF DESIGN SEARCH CODE E-MAILED Loading...
Aug 2, 2017 NWOS I NEW APPLICATION OFFICE SUPPLIED DATA ENTERED Loading...
Aug 1, 2017 NWAP I NEW APPLICATION ENTERED Loading...

Detailed Classifications

Class 036
Financial planning; Financial planning and investment advisory services; Financial planning consultation; Financial planning for retirement; Financial planning services, namely, developing and managing charitable giving programs on behalf of wealthy individuals or families; Financial planning, namely, the creation of personalized strategies to achieve financial independence; Financial administration of employee pension plans; Financial administration of health reimbursement arrangements; Financial administration of retirement plans; Financial advice, namely, budget planning; Financial consultation in the field of environmental management, namely, advising business and individuals on issues of portfolio planning and investment planning; Financial consulting services in the field of planned giving for non-profit and charitable organizations; Financial management of employee pension plans; Financial retirement plan consulting services; Financial services, namely, administration of transactions involving funds drawn from securities, stocks, funds, equities, bonds, cash, or other types of financial investments in retirement plans using a check or negotiable order of withdrawal over a global data network; Financial services, namely, administration of transactions involving funds drawn from securities, stocks, funds, equities, bonds, cash, or other types of financial investments in retirement plans using a credit or debit card over a global data network; Advisory services in the field of employee benefits for group healthcare and business insurance offered to employees in addition to standard benefits such as medical, dental, life insurance including short term disability, long term disability, cancer insurance, accidental death and dismemberment; On-line financial planning services; Providing information in the field of employee financial benefit plans
First Use Anywhere: 0
First Use in Commerce: 0

Additional Information

Design Mark
The mark consists of the following: a triangular shaped design in the color blue depicting a partial A with two upside down L's in the color yellow forming a stylized Y all encompassed in a double circle with the inside circle depicted in blue and the outside circle depicted in the color yellow. "ALLY" is in the color yellow and "Wealth Management" is in the the color blue. The white areas in the mark are not claimed as a feature of the mark, and are intended to show background or transparent areas only.
Color Claim
The color(s) yellow and blue is/are claimed as a feature of the mark.

Classification

International Classes
036

Disclaimers

The following terms have been disclaimed and are not claimed as part of the trademark:
General Disclaimer
"WEALTH MANAGEMENT"