BMO WEALTH INSTITUTE - Trademark Details
Status: 705 - Partial Section 8 & 15 Accepted And Acknowledged
Image for trademark with serial number 85879587
Serial Number
85879587
Registration Number
4561137
Word Mark
BMO WEALTH INSTITUTE
Status
705 - Partial Section 8 & 15 Accepted And Acknowledged
Status Date
2020-09-17
Filing Date
2013-03-19
Registration Number
4561137
Registration Date
2014-07-01
Mark Drawing
4000 - Standard character mark Typeset
Published for Opposition Date
2013-08-27
Attorney Name
Bart A. Lazar
Law Office Assigned Location Code
M40
Employee Name
FRYE, KIMBERLY
Statements
Disclaimer with Predetermined Text
"WEALTH INSTITUTE"
Goods and Services
[ Tax planning services ]
Goods and Services
Banking services; financial services, namely, providing insight and strategy concerning financial decisions and wealth planning, providing information and analysis relating to financial issues in retirement including investment and planning, and financial consultation and analysis; financial management services; investment advisory services; financial advisory services; estate planning services; investment research services; and financial asset management services
Classification Information
International Class
035 - Advertising; business management; business administration; office functions. - Advertising; business management; business administration; office functions.
US Class Codes
100, 101, 102
Class Status Code
B - Sec. 8 - Class(es) in a Multiple Class registration -- Partial Cancellation
Class Status Date
2020-09-17
Primary Code
035
First Use Anywhere Date
2013-03-31
First Use In Commerce Date
2013-03-31
International Class
036 - Insurance; financial affairs; monetary affairs; real estate affairs. - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes
100, 101, 102
Class Status Code
6 - Active
Class Status Date
2013-03-22
Primary Code
036
First Use Anywhere Date
2013-03-31
First Use In Commerce Date
2013-03-31
Current Trademark Owners
Party Name
Bank of Montreal
Party Type
30 - Original Registrant
Legal Entity Type
03 - Corporation
Address
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Trademark Owner History
Party Name
Bank of Montreal
Party Type
30 - Original Registrant
Legal Entity Type
03 - Corporation
Address
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Party Name
Bank of Montreal
Party Type
20 - Owner at Publication
Legal Entity Type
03 - Corporation
Address
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Party Name
Bank of Montreal
Party Type
10 - Original Applicant
Legal Entity Type
03 - Corporation
Address
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Correspondences
Name
Bart A. Lazar
Address
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Prior Registrations
Relationship TypeReel Number
Prior Registration2615684
Prior Registration2615685
Prior Registration3422953
Trademark Events
Event DateEvent Description
2013-03-22NEW APPLICATION ENTERED IN TRAM
2013-03-22NEW APPLICATION OFFICE SUPPLIED DATA ENTERED IN TRAM
2013-06-26ASSIGNED TO EXAMINER
2013-07-02TEAS VOLUNTARY AMENDMENT RECEIVED
2013-07-02APPLICANT AMENDMENT PRIOR TO EXAMINATION - ENTERED
2013-07-03EXAMINERS AMENDMENT -WRITTEN
2013-07-03EXAMINERS AMENDMENT E-MAILED
2013-07-03NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
2013-07-03EXAMINER'S AMENDMENT ENTERED
2013-07-03APPROVED FOR PUB - PRINCIPAL REGISTER
2013-07-24ASSIGNED TO LIE
2013-07-25LAW OFFICE PUBLICATION REVIEW COMPLETED
2013-08-07NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
2013-08-27PUBLISHED FOR OPPOSITION
2013-08-27OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
2013-10-22NOA E-MAILED - SOU REQUIRED FROM APPLICANT
2014-01-30TEAS CHANGE OF CORRESPONDENCE RECEIVED
2014-04-08TEAS STATEMENT OF USE RECEIVED
2014-04-08TEAS EXTENSION RECEIVED
2014-04-14TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
2014-04-14ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
2014-04-29CASE ASSIGNED TO INTENT TO USE PARALEGAL
2014-04-08EXTENSION 1 FILED
2014-04-29EXTENSION 1 GRANTED
2014-04-08USE AMENDMENT FILED
2014-04-29STATEMENT OF USE PROCESSING COMPLETE
2014-04-30NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED
2014-05-19ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
2014-05-28LAW OFFICE REGISTRATION REVIEW COMPLETED
2014-05-29NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
2014-07-01REGISTERED-PRINCIPAL REGISTER
2017-03-09TEAS CHANGE OF CORRESPONDENCE RECEIVED
2019-07-01COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
2020-06-29TEAS SECTION 8 & 15 RECEIVED
2020-09-10CASE ASSIGNED TO POST REGISTRATION PARALEGAL
2020-09-17REGISTERED - PARTIAL SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
2020-09-17NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED