WINDSOR OAK WEALTH MANAGEMENT

Serial Number 98237364
Registration 7556005
700

Registration Progress

Application Filed
Oct 24, 2023
Under Examination
Approved for Publication
Aug 20, 2024
Published for Opposition
Aug 20, 2024
Registered
Nov 5, 2024

Trademark Image

WINDSOR OAK WEALTH MANAGEMENT

Basic Information

Serial Number
98237364
Registration Number
7556005
Filing Date
October 24, 2023
Registration Date
November 5, 2024
Published for Opposition
August 20, 2024
Drawing Code
3

Status Summary

Current Status
Active
Status Code
700
Status Date
Nov 5, 2024
Registration
Registered
Classes
036

Rights Holder

Perez, Michael A.

01
Address
3490 Piedmont Rd NE; Ste. 1005
Atlanta, GA 30305

Ownership History

Perez, Michael A.

Original Applicant
01
Atlanta, GA

Perez, Michael A.

Owner at Publication
01
Atlanta, GA

Perez, Michael A.

Original Registrant
01
Atlanta, GA

Legal Representation

Attorney
Russell C Gache

USPTO Deadlines

Next Deadline
1755 days remaining
Section 8 Declaration Due (Principal Register) (Based on registration date 20241105)
Due Date
November 05, 2030
Grace Period Ends
May 05, 2031
Additional deadlines exist. Contact your attorney for complete deadline information.

Application History

20 events
Date Code Type Description Documents
Nov 5, 2024 NRCC E NOTICE OF REGISTRATION CONFIRMATION EMAILED Loading...
Nov 5, 2024 R.PR A REGISTERED-PRINCIPAL REGISTER Loading...
Aug 20, 2024 NPUB E OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED Loading...
Aug 20, 2024 PUBO A PUBLISHED FOR OPPOSITION Loading...
Jul 31, 2024 NONP E NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED Loading...
Jul 12, 2024 CNSA O APPROVED FOR PUB - PRINCIPAL REGISTER Loading...
Jul 12, 2024 XAEC I EXAMINER'S AMENDMENT ENTERED Loading...
Jul 12, 2024 GNEN O NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED Loading...
Jul 12, 2024 GNEA F EXAMINERS AMENDMENT E-MAILED Loading...
Jul 12, 2024 CNEA R EXAMINERS AMENDMENT -WRITTEN Loading...
Jul 11, 2024 TEME I TEAS/EMAIL CORRESPONDENCE ENTERED Loading...
Jul 10, 2024 CRFA I CORRESPONDENCE RECEIVED IN LAW OFFICE Loading...
Jul 10, 2024 TROA I TEAS RESPONSE TO OFFICE ACTION RECEIVED Loading...
Jun 12, 2024 GNRN O NOTIFICATION OF NON-FINAL ACTION E-MAILED Loading...
Jun 12, 2024 GNRT F NON-FINAL ACTION E-MAILED Loading...
Jun 12, 2024 CNRT R NON-FINAL ACTION WRITTEN Loading...
Jun 6, 2024 DOCK D ASSIGNED TO EXAMINER Loading...
Oct 31, 2023 MDSC E NOTICE OF DESIGN SEARCH CODE E-MAILED Loading...
Oct 30, 2023 NWOS I NEW APPLICATION OFFICE SUPPLIED DATA ENTERED Loading...
Oct 27, 2023 NWAP I NEW APPLICATION ENTERED Loading...

Detailed Classifications

Class 036
Financial planning; Financial services, namely, wealth management services; Investment advice; Financial asset management; Cash management; Financial analysis; Financial consultation; Financial planning for retirement; Financial planning consultation; Financial portfolio management; Financial research; Financial risk assessment services
First Use Anywhere: Jun 5, 2023
First Use in Commerce: Jun 5, 2023

Additional Information

Design Mark
The mark consists of a stylized leaf wherein the veins of the leaf are arranged to show a stylized form of a tree. The wording "WINDSOR OAK" appears in a stylized font directly below the design, and the word "WEALTH MANAGEMENT" appears in between two horizontal lines at the bottom of the mark.
Color Claim
Color is not 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:
Specific Disclaimer
WEALTH MANAGEMENT