BOSS - BUSINESS OWNER STRATEGIES & SOLUTIONS

Serial Number 97632231
686

Registration Progress

Application Filed
Oct 14, 2022
Under Examination
Approved for Publication
Oct 28, 2025
Published for Opposition
Oct 28, 2025
Registered

Trademark Image

BOSS - BUSINESS OWNER STRATEGIES & SOLUTIONS

Basic Information

Serial Number
97632231
Filing Date
October 14, 2022
Published for Opposition
October 28, 2025
Drawing Code
4

Status Summary

Current Status
Active
Status Code
686
Status Date
Oct 28, 2025
Application
Pending
Classes
035 036

Rights Holder

Bank of Montreal

03
Address
100 King Street West
Toronto M5X1A1
CA

Ownership History

Bank of Montreal

Original Applicant
03
Toronto CA

Bank of Montreal

Owner at Publication
03
Toronto CA

Legal Representation

Attorney
Bart A. Lazar

USPTO Deadlines

All Deadlines Cleared

All 3 deadline(s) have been cleared by subsequent events. No active deadlines at this time.

Application History

27 events
Date Code Type Description Documents
Oct 28, 2025 NPUB E OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED Loading...
Oct 28, 2025 PUBO A PUBLISHED FOR OPPOSITION Loading...
Oct 22, 2025 NONP E NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED Loading...
Oct 1, 2025 CNSA P APPROVED FOR PUB - PRINCIPAL REGISTER Loading...
May 6, 2024 TEME I TEAS/EMAIL CORRESPONDENCE ENTERED Loading...
May 6, 2024 CRFA I CORRESPONDENCE RECEIVED IN LAW OFFICE Loading...
May 6, 2024 ALIE A ASSIGNED TO LIE Loading...
Dec 14, 2023 TROA I TEAS RESPONSE TO OFFICE ACTION RECEIVED Loading...
Dec 14, 2023 NREV E NOTICE OF REVIVAL - E-MAILED Loading...
Dec 14, 2023 NREV E NOTICE OF REVIVAL - E-MAILED Loading...
Dec 14, 2023 PETG O PETITION TO REVIVE-GRANTED Loading...
Dec 14, 2023 PROA I TEAS PETITION TO REVIVE RECEIVED Loading...
Oct 20, 2023 MAB2 E ABANDONMENT NOTICE E-MAILED - FAILURE TO RESPOND Loading...
Oct 20, 2023 MAB2 O ABANDONMENT NOTICE MAILED - FAILURE TO RESPOND Loading...
Oct 20, 2023 ABN2 O ABANDONMENT - FAILURE TO RESPOND OR LATE RESPONSE Loading...
Jul 6, 2023 GNRN O NOTIFICATION OF NON-FINAL ACTION E-MAILED Loading...
Jul 6, 2023 GNRT O NON-FINAL ACTION E-MAILED Loading...
Jul 6, 2023 CNRT R NON-FINAL ACTION WRITTEN Loading...
May 24, 2023 TEME I TEAS/EMAIL CORRESPONDENCE ENTERED Loading...
May 22, 2023 CRFA I CORRESPONDENCE RECEIVED IN LAW OFFICE Loading...
May 22, 2023 TROA I TEAS RESPONSE TO OFFICE ACTION RECEIVED Loading...
Feb 23, 2023 GNRN O NOTIFICATION OF NON-FINAL ACTION E-MAILED Loading...
Feb 23, 2023 GNRT F NON-FINAL ACTION E-MAILED Loading...
Feb 23, 2023 CNRT R NON-FINAL ACTION WRITTEN Loading...
Feb 13, 2023 DOCK D ASSIGNED TO EXAMINER Loading...
Oct 29, 2022 NWOS I NEW APPLICATION OFFICE SUPPLIED DATA ENTERED Loading...
Oct 18, 2022 NWAP I NEW APPLICATION ENTERED Loading...

Detailed Classifications

Class 035
Business succession planning, tax planning
Class 036
Estate planning; estate trust planning, financial trust planning, developing charitable giving programs on behalf of high net worth individuals and families; financial asset management for business owners and high net worth individuals and families; wealth management services for business owners and high net worth individuals and families

Classification

International Classes
035 036

Disclaimers

The following terms have been disclaimed and are not claimed as part of the trademark:
Specific Disclaimer
"BUSINESS OWNER STRATEGIES & SOLUTIONS"