CLIENT FIRST TAX AND WEALTH ADVISORS
Live / Registered — Registered — Sections 8 & 15 accepted and acknowledged (as of 04 Jul 2024)
What this means for you
Registered since 18 Dec 2018. The owner can stop confusingly similar uses in the classes it covers; it stays on the register as long as the owner keeps up the maintenance filings (next due by 18 Dec 2028: the §8 & §9 renewal).
Record
- Serial number
- 87535544
- Registration number
- 5630474
- Mark type
- Slogan / phrase
- Filed
- 20 Jul 2017
- Published for opposition
- 02 Oct 2018
- Registered
- 18 Dec 2018
- Next maintenance filing
- §8 & §9 renewal, due by 18 Dec 2028 (grace period to 18 Jun 2029)
- Attorney of record
- Melinda S. Giftos
Goods and services
- Class 035 — Advertising and business services: Tax preparation; tax planning
- Class 036 — Insurance and financial services: Investment management, financial planning, providing information in insurance planning matter, social security financial planning and consulting services rendered to individuals, financial information
Owner
- ROCK POINT PARTNERS LLC, WEST BEND, WI, US
- ROCK POINT PARTNERS LLC, WEST BEND, WI, US
- ROCK POINT PARTNERS LLC, WEST BEND, WI, US
- Client First Tax Services, LLC, West Bend, WI, US
Board proceedings on this mark
The owner also pleads this mark in 1 other Board proceeding.
Prosecution history
- 04 Jul 2024 — NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
- 04 Jul 2024 — REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
- 04 Jul 2024 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
- 20 Dec 2023 — TEAS SECTION 8 & 15 RECEIVED
- 18 Dec 2023 — COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
- 18 Dec 2018 — REGISTERED-PRINCIPAL REGISTER
- 02 Oct 2018 — OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
- 02 Oct 2018 — PUBLISHED FOR OPPOSITION
- 12 Sept 2018 — NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
- 23 Aug 2018 — APPROVED FOR PUB - PRINCIPAL REGISTER
- 22 Aug 2018 — TEAS/EMAIL CORRESPONDENCE ENTERED
- 22 Aug 2018 — CORRESPONDENCE RECEIVED IN LAW OFFICE
- 17 Aug 2018 — ASSIGNED TO LIE
- 30 Jul 2018 — TEAS RESPONSE TO SUSPENSION INQUIRY RECEIVED
- 11 May 2018 — NOTIFICATION OF LETTER OF SUSPENSION E-MAILED