BROOKFIELD OAKTREE WEALTH SOLUTIONS

Serial Number 98175729
651

Registration Progress

Application Filed
Sep 12, 2023
Under Examination
Approved for Publication
Published for Opposition
Registered

Trademark Image

BROOKFIELD OAKTREE WEALTH SOLUTIONS

Basic Information

Serial Number
98175729
Filing Date
September 12, 2023
Drawing Code
4

Status Summary

Current Status
Active
Status Code
651
Status Date
Jun 11, 2025
Application
Pending
Classes
036 041

Rights Holder

Brookfield Office Properties Inc. and Oaktree Capital Management, L.P.

05
Address
Suite 100 Brookfield Place
181 Bay Street
Toronto Ontario M5J2T3
CA

Ownership History

Brookfield Office Properties Inc. and Oaktree Capital Management, L.P.

Original Applicant
05
Toronto Ontario CA

Legal Representation

Attorney
Christie Baty Hudgins

USPTO Deadlines

All Deadlines Cleared

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

Application History

20 events
Date Code Type Description Documents
Jun 11, 2025 CNSI R SUSPENSION INQUIRY WRITTEN Loading...
Jun 11, 2025 GNS2 O NOTIFICATION OF INQUIRY AS TO SUSPENSION E-MAILED Loading...
Jun 11, 2025 GNSI S INQUIRY TO SUSPENSION E-MAILED Loading...
May 29, 2025 DOCK D ASSIGNED TO EXAMINER Loading...
May 5, 2025 TEME I TEAS/EMAIL CORRESPONDENCE ENTERED Loading...
May 5, 2025 ERSI I TEAS RESPONSE TO SUSPENSION INQUIRY RECEIVED Loading...
May 5, 2025 CRFA I CORRESPONDENCE RECEIVED IN LAW OFFICE Loading...
Mar 11, 2025 RCCK S SUSPENSION CHECKED - TO ATTORNEY FOR ACTION Loading...
Sep 10, 2024 GNSL F LETTER OF SUSPENSION E-MAILED Loading...
Sep 10, 2024 GNS3 O NOTIFICATION OF LETTER OF SUSPENSION E-MAILED Loading...
Sep 10, 2024 CNSL R SUSPENSION LETTER WRITTEN Loading...
Aug 15, 2024 TROA I TEAS RESPONSE TO OFFICE ACTION RECEIVED Loading...
Aug 15, 2024 CRFA I CORRESPONDENCE RECEIVED IN LAW OFFICE Loading...
Aug 15, 2024 TEME I TEAS/EMAIL CORRESPONDENCE ENTERED Loading...
May 15, 2024 GNRT F NON-FINAL ACTION E-MAILED Loading...
May 15, 2024 GNRN O NOTIFICATION OF NON-FINAL ACTION E-MAILED Loading...
May 15, 2024 CNRT R NON-FINAL ACTION WRITTEN Loading...
May 7, 2024 DOCK D ASSIGNED TO EXAMINER Loading...
Oct 2, 2023 NWOS I NEW APPLICATION OFFICE SUPPLIED DATA ENTERED Loading...
Sep 15, 2023 NWAP I NEW APPLICATION ENTERED Loading...

Detailed Classifications

Class 036
Investment product marketing and distribution, services in the nature of wholesaling and distribution of investment products, namely, mutual funds, non-traded real estate investment trusts (REITs), non-traded business development companies (BDCs), interval funds, tender offer funds, and private funds to other financial intermediaries and financial services firms and their end investors; financial services, namely, the distribution of private and public funds, namely, investment funds, mutual funds, interval funds, closed end funds, non-traded REITs, business development companies, and tender offer funds, through financial intermediaries; financial research; providing online educational information in the field of alternative investments
Class 041
Educational services, namely, training in the field of alternative investments; educational services, namely, providing online educational newsletters in the field of alternative investments

Additional Information

Pseudo Mark
BROOKFIELD OAK TREE WEALTH SOLUTIONS

Classification

International Classes
036 041

Disclaimers

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