Legal Representation
Attorney
Christie Baty Hudgins
USPTO Deadlines
Application History
25 events| Date | Code | Type | Description | Documents |
|---|---|---|---|---|
| Nov 21, 2025 | XELG | O | APPLICATION EXTENSION GRANTED/RECEIPT PROVIDED | Loading... |
| Nov 21, 2025 | XELR | I | APPLICATION EXTENSION TO RESPONSE PERIOD - RECEIVED | Loading... |
| Aug 25, 2025 | GNFN | O | NOTIFICATION OF FINAL REFUSAL EMAILED | Loading... |
| Aug 25, 2025 | GNFR | O | FINAL REFUSAL E-MAILED | Loading... |
| Aug 25, 2025 | CNFR | R | FINAL REFUSAL 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... |
| Jun 11, 2025 | CNSI | R | SUSPENSION INQUIRY WRITTEN | Loading... |
| May 29, 2025 | DOCK | D | ASSIGNED TO EXAMINER | Loading... |
| May 5, 2025 | TEME | I | TEAS/EMAIL CORRESPONDENCE ENTERED | Loading... |
| May 5, 2025 | CRFA | I | CORRESPONDENCE RECEIVED IN LAW OFFICE | Loading... |
| May 5, 2025 | ERSI | I | TEAS RESPONSE TO SUSPENSION INQUIRY RECEIVED | Loading... |
| Mar 11, 2025 | RCCK | S | SUSPENSION CHECKED - TO ATTORNEY FOR ACTION | Loading... |
| Sep 10, 2024 | GNS3 | O | NOTIFICATION OF LETTER OF SUSPENSION E-MAILED | Loading... |
| Sep 10, 2024 | GNSL | F | LETTER OF SUSPENSION E-MAILED | Loading... |
| Sep 10, 2024 | CNSL | R | SUSPENSION LETTER WRITTEN | Loading... |
| Aug 15, 2024 | TEME | I | TEAS/EMAIL CORRESPONDENCE ENTERED | Loading... |
| Aug 15, 2024 | CRFA | I | CORRESPONDENCE RECEIVED IN LAW OFFICE | Loading... |
| Aug 15, 2024 | TROA | I | TEAS RESPONSE TO OFFICE ACTION RECEIVED | Loading... |
| May 15, 2024 | GNRN | O | NOTIFICATION OF NON-FINAL ACTION E-MAILED | Loading... |
| May 15, 2024 | GNRT | F | 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