CHALICE: THE HOLY GRAIL FOR WEALTH ADVISORS - Trademark Details
Status: 700 - Registered
Serial Number
87666940
Registration Number
5528522
Word Mark
CHALICE: THE HOLY GRAIL FOR WEALTH ADVISORS
Status
700 - Registered
Status Date
2018-07-31
Filing Date
2017-10-31
Registration Number
5528522
Registration Date
2018-07-31
Mark Drawing
4000 - Standard character mark
Typeset
Published for Opposition Date
2018-05-15
Attorney Name
Law Office Assigned Location Code
M40
Employee Name
MURRAY, DAVID T
Statements
Disclaimer with Predetermined Text
"WEALTH ADVISORS"
Goods and Services
Software-as-a-service (SaaS) featuring software that has technology that provides access to a technology platform that features fully integrated shared services for wealth management businesses that allows the user to manage business operations in the fields of managing securities brokerage accounts, managing alternative investment accounts, managing investment banking accounts, managing advisor loan applications for merger and acquisition purposes, managing employee retirement plans; Software-as-a-service (SaaS) featuring software that has technology that provides access to a turnkey asset management platform and corporate services platform for wealth management businesses that allows the user to manage employee human resource accounts, track information technology assets, manage employee payroll and group health insurance accounts
Classification Information
International Class
042 - Scientific and technological services and research and design relating thereto; industrial analysis and research services; design and development of computer hardware and software; legal services. - Scientific and technological services and research and design relating thereto; industrial analysis and research services; design and development of computer hardware and software; legal services.
US Class Codes
100, 101
Class Status Code
6 - Active
Class Status Date
2017-11-08
Primary Code
042
First Use Anywhere Date
2017-06-30
First Use In Commerce Date
2017-06-30
Current Trademark Owners
Party Name
Party Type
30 - Original Registrant
Legal Entity Type
16 - Limited Liability Company
Address
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Trademark Owner History
Party Name
Party Type
30 - Original Registrant
Legal Entity Type
16 - Limited Liability Company
Address
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Party Name
Party Type
20 - Owner at Publication
Legal Entity Type
16 - Limited Liability Company
Address
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Party Name
Party Type
10 - Original Applicant
Legal Entity Type
16 - Limited Liability Company
Address
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Correspondences
Name
Katherine L. McDaniel, Esq.
Address
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Trademark Events
Event Date | Event Description |
2017-11-03 | NEW APPLICATION ENTERED IN TRAM |
2017-11-08 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED IN TRAM |
2018-02-09 | ASSIGNED TO EXAMINER |
2018-02-15 | PRIORITY ACTION WRITTEN |
2018-02-15 | PRIORITY ACTION E-MAILED |
2018-02-15 | NOTIFICATION OF PRIORITY ACTION E-MAILED |
2018-02-20 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
2018-02-20 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
2018-02-21 | TEAS/EMAIL CORRESPONDENCE ENTERED |
2018-02-26 | NON-FINAL ACTION WRITTEN |
2018-02-26 | NON-FINAL ACTION E-MAILED |
2018-02-26 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
2018-02-28 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
2018-02-28 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
2018-02-28 | TEAS/EMAIL CORRESPONDENCE ENTERED |
2018-03-19 | FINAL REFUSAL WRITTEN |
2018-03-19 | FINAL REFUSAL E-MAILED |
2018-03-19 | NOTIFICATION OF FINAL REFUSAL EMAILED |
2018-03-29 | TEAS REQUEST FOR RECONSIDERATION RECEIVED |
2018-03-29 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
2018-03-30 | TEAS/EMAIL CORRESPONDENCE ENTERED |
2018-04-02 | APPROVED FOR PUB - PRINCIPAL REGISTER |
2018-04-09 | ASSIGNED TO LIE |
2018-04-25 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
2018-05-15 | PUBLISHED FOR OPPOSITION |
2018-05-15 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
2018-07-31 | REGISTERED-PRINCIPAL REGISTER |
2019-05-20 | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
2019-05-20 | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |
2021-10-01 | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
2021-10-01 | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |
2021-10-01 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |