WHERE MATTERS OF WEALTH, BUSINESS, AND FAMILY INTERSECT

Serial Number 88699289
Registration 6473808
700

Registration Progress

Application Filed
Nov 20, 2019
Under Examination
Approved for Publication
Jun 22, 2021
Published for Opposition
Jun 22, 2021
Registered
Sep 7, 2021

Trademark Image

WHERE MATTERS OF WEALTH, BUSINESS, AND FAMILY INTERSECT

Basic Information

Serial Number
88699289
Registration Number
6473808
Filing Date
November 20, 2019
Registration Date
September 7, 2021
Published for Opposition
June 22, 2021
Drawing Code
4

Status Summary

Current Status
Active
Status Code
700
Status Date
Sep 7, 2021
Registration
Registered
Classes
036

Rights Holder

Jeffrey C. Coury

01
Address
Suite 1600
260 Forbes Ave
Pittsburgh, PA 15222

Ownership History

Jeffrey C. Coury

Original Applicant
01
Pittsburgh, PA

Jeffrey C. Coury

Owner at Publication
01
Pittsburgh, PA

Jeffrey C. Coury

Original Registrant
01
Pittsburgh, PA

Legal Representation

Attorney
Paul D. Bangor, Jr.

USPTO Deadlines

Next Deadline
589 days remaining
Section 8 Declaration Due (Principal Register) (Based on registration date 20210907)
Due Date
September 07, 2027
Grace Period Ends
March 07, 2028
Additional deadlines exist. Contact your attorney for complete deadline information.

Application History

23 events
Date Code Type Description Documents
Sep 7, 2021 R.PR A REGISTERED-PRINCIPAL REGISTER Loading...
Jun 22, 2021 NPUB E OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED Loading...
Jun 22, 2021 PUBO A PUBLISHED FOR OPPOSITION Loading...
Jun 2, 2021 NONP E NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED Loading...
May 13, 2021 CNSA O APPROVED FOR PUB - PRINCIPAL REGISTER Loading...
May 13, 2021 TEME I TEAS/EMAIL CORRESPONDENCE ENTERED Loading...
May 12, 2021 CRFA I CORRESPONDENCE RECEIVED IN LAW OFFICE Loading...
May 12, 2021 TROA I TEAS RESPONSE TO OFFICE ACTION RECEIVED Loading...
Nov 12, 2020 GNRN O NOTIFICATION OF NON-FINAL ACTION E-MAILED Loading...
Nov 12, 2020 GNRT O NON-FINAL ACTION E-MAILED Loading...
Nov 12, 2020 CNRT R NON-FINAL ACTION WRITTEN Loading...
Oct 15, 2020 ZZZX Z PREVIOUS ALLOWANCE COUNT WITHDRAWN Loading...
Sep 22, 2020 PBCR Z WITHDRAWN FROM PUB - OG REVIEW QUERY Loading...
Sep 3, 2020 CNSA O APPROVED FOR PUB - PRINCIPAL REGISTER Loading...
Sep 3, 2020 TEME I TEAS/EMAIL CORRESPONDENCE ENTERED Loading...
Sep 2, 2020 CRFA I CORRESPONDENCE RECEIVED IN LAW OFFICE Loading...
Sep 2, 2020 TROA I TEAS RESPONSE TO OFFICE ACTION RECEIVED Loading...
Mar 2, 2020 GNRN O NOTIFICATION OF NON-FINAL ACTION E-MAILED Loading...
Mar 2, 2020 GNRT F NON-FINAL ACTION E-MAILED Loading...
Mar 2, 2020 CNRT R NON-FINAL ACTION WRITTEN Loading...
Feb 25, 2020 DOCK D ASSIGNED TO EXAMINER Loading...
Nov 26, 2019 NWOS I NEW APPLICATION OFFICE SUPPLIED DATA ENTERED Loading...
Nov 23, 2019 NWAP I NEW APPLICATION ENTERED Loading...

Detailed Classifications

Class 036
business brokerage services and related consulting, strategic corporate financial advisory services and investment banking related services, namely, strategic plan design services, vendor selection and evaluation services, financial reporting services and corporate compliance services, pertaining to business sales, mergers, acquisitions, joint ventures, special situations and turnarounds, recapitalization and negotiations; Financial services, namely, wealth management services; investment management and advisory services; financial asset management; family office services, namely, financial planning and advisory services, strategic planning and financial modeling for trust and estate planning, investment consulting, tax planning and administration in the nature of financial modeling of tax strategies and the coordination of tax professionals, financial philanthropic gift planning; financial risk management; philanthropy and charitable planning, namely, philanthropy consultation relating to taxation planning; financial planning for retirement; financial and insurance services, namely, estate and succession planning services; financial planning and investment advisory services, namely, trust planning, gift planning, financial governance and fiduciary management; Consulting services in the field of state and federal employee benefit plans concerning insurance and finance; 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, accidental death and dismemberment; Insurance brokerage services for individual and group insurance; Strategic financial advisory services
First Use Anywhere: Oct 15, 2019
First Use in Commerce: Oct 15, 2019

Classification

International Classes
036