Legal Representation
Attorney
Thomas L. Holt
USPTO Deadlines
Application History
15 events| Date | Code | Type | Description | Documents |
|---|---|---|---|---|
| Jul 1, 2025 | CNSA | P | APPROVED FOR PUB - PRINCIPAL REGISTER | Loading... |
| Jun 25, 2025 | GNEA | F | EXAMINERS AMENDMENT E-MAILED | Loading... |
| Jun 25, 2025 | GNEN | O | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED | Loading... |
| Jun 25, 2025 | XAEC | I | EXAMINER'S AMENDMENT ENTERED | Loading... |
| Jun 25, 2025 | CNEA | R | EXAMINERS AMENDMENT -WRITTEN | Loading... |
| Jun 23, 2025 | TROA | I | TEAS RESPONSE TO OFFICE ACTION RECEIVED | Loading... |
| Jun 23, 2025 | TEME | I | TEAS/EMAIL CORRESPONDENCE ENTERED | Loading... |
| Jun 23, 2025 | CRFA | I | CORRESPONDENCE RECEIVED IN LAW OFFICE | Loading... |
| Apr 4, 2025 | GNRN | O | NOTIFICATION OF NON-FINAL ACTION E-MAILED | Loading... |
| Apr 4, 2025 | GNRT | F | NON-FINAL ACTION E-MAILED | Loading... |
| Apr 4, 2025 | CNRT | R | NON-FINAL ACTION WRITTEN | Loading... |
| Mar 7, 2025 | DOCK | D | ASSIGNED TO EXAMINER | Loading... |
| Mar 6, 2025 | MDSC | E | NOTICE OF DESIGN SEARCH CODE E-MAILED | Loading... |
| Mar 6, 2025 | NWOS | I | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | Loading... |
| Aug 22, 2024 | NWAP | I | NEW APPLICATION ENTERED | Loading... |
Detailed Classifications
Class 035
Promotion of financial and insurance services, on behalf of third parties
Class 036
Banking services; banking and consumer lending services; investment account services, namely, financial administration of investment accounts; checking and savings account services; financial management and financial advisory services; investment management and investment advisory services; financial services, namely, wealth management services; financial consulting services; financial planning services; providing information and research services in the field of finance and financial investments; financial investment brokerage services
Additional Information
Design Mark
The mark consists of two partially overlapping sails. The wording "BANNER" overlays the top-most sail. Below the wording "BANNER" is the wording "WEALTH AND INVESTMENT". Below the wording "WEALTH AND INVESTMENT" is the wording "SERVICES" with a horizontal line on either side of the wording.
Color Claim
Color is not claimed as a feature of the mark.
Classification
International Classes
035
036
Disclaimers
The following terms have been disclaimed and are not claimed as part of the trademark:
Specific Disclaimer
"WEALTH AND INVESTMENT SERVICES"