WHOLE FAMILY ADVISOR - Trademark Details
Status: 700 - Registered
Image for trademark with serial number 88467750
Serial Number
88467750
Registration Number
6067056
Word Mark
WHOLE FAMILY ADVISOR
Status
700 - Registered
Status Date
2020-06-02
Filing Date
2019-06-11
Registration Number
6067056
Registration Date
2020-06-02
Mark Drawing
4000 - Standard character mark Typeset
Published for Opposition Date
2020-03-17
Attorney Name
Patricia C. Collins, Esq.
Law Office Assigned Location Code
L20
Employee Name
GARTNER, JOHN M
Statements
Disclaimer with Predetermined Text
"FAMILY ADVISOR"
Goods and Services
designation and certification given to professionals who serve financially successful individuals and families and have obtained a level of knowledge and skills to address the qualitative aspects of multigenerational family wealth planning, values transfer, and wealth transfer
Goods and Services
Educational services, namely, providing training of professionals who serve families with wealth for certification in the field of multi-generational family wealth planning, values transfer and wealth transfer; conducting classes and seminars on topics of wealth and values transfer, family governance, family dynamics, estate planning and family philanthropy to financially successful families, family businesses, wealth advisors, family offices, law firms, and financial institutions, provided live, online and by means of video and telephone
Classification Information
International Class
041 - Education; providing of training; entertainment; sporting and cultural activities. - Education; providing of training; entertainment; sporting and cultural activities.
US Class Codes
100, 101, 107
Class Status Code
6 - Active
Class Status Date
2019-06-24
Primary Code
041
First Use Anywhere Date
2016-03-01
First Use In Commerce Date
2016-03-01
Current Trademark Owners
Party Name
Legacy Capitals, LLC
Party Type
30 - Original Registrant
Legal Entity Type
16 - Limited Liability Company
Address
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Trademark Owner History
Party Name
Legacy Capitals, LLC
Party Type
30 - Original Registrant
Legal Entity Type
16 - Limited Liability Company
Address
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Party Name
Legacy Capitals, LLC
Party Type
20 - Owner at Publication
Legal Entity Type
16 - Limited Liability Company
Address
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Party Name
Legacy Capitals, LLC
Party Type
10 - Original Applicant
Legal Entity Type
16 - Limited Liability Company
Address
Please log in with your Justia account to see this address.
Correspondences
Name
PATRICIA C. COLLINS, ESQ.
Address
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Trademark Events
Event DateEvent Description
2019-06-14NEW APPLICATION ENTERED IN TRAM
2019-06-24NEW APPLICATION OFFICE SUPPLIED DATA ENTERED IN TRAM
2019-09-03ASSIGNED TO EXAMINER
2019-09-22PRIORITY ACTION WRITTEN
2019-09-22PRIORITY ACTION E-MAILED
2019-09-22NOTIFICATION OF PRIORITY ACTION E-MAILED
2020-02-10EXAMINERS AMENDMENT -WRITTEN
2020-02-10EXAMINERS AMENDMENT E-MAILED
2020-02-10NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
2020-02-10EXAMINER'S AMENDMENT ENTERED
2020-02-10APPROVED FOR PUB - PRINCIPAL REGISTER
2020-02-13ASSIGNED TO LIE
2020-02-26NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
2020-03-17PUBLISHED FOR OPPOSITION
2020-03-17OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
2020-06-02REGISTERED-PRINCIPAL REGISTER