A DECIDEDLY HUMAN APPROACH TO INVESTING
Live / Registered — Registered (as of 29 Apr 2025)
What this means for you
Registered since 29 Apr 2025. 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 29 Apr 2031: the §8 declaration of use).
Record
- Serial number
- 98141981
- Registration number
- 7780005
- Mark type
- Slogan / phrase
- Filed
- 21 Aug 2023
- Published for opposition
- 04 Jun 2024
- Registered
- 29 Apr 2025
- Next maintenance filing
- §8 declaration of use, due by 29 Apr 2031 (grace period to 29 Oct 2031)
- Attorney of record
- Mark A. Wright
Goods and services
- Class 036 — Insurance and financial services: Financial planning and investment advisory services; Investment consultation in the fields of private and public investment, investment portfolio design, investment manager due diligence and selection, risk management, tax planning, family and business continuity, philanthropy, cash management, estate planning, and real estate
Owner
- Ballentine Partners, LLC, Waltham, MA, US
- Ballentine Partners, LLC, Waltham, MA, US
- Ballentine Partners, LLC, Waltham, MA, US
Prosecution history
- 29 Apr 2025 — NOTICE OF REGISTRATION CONFIRMATION EMAILED
- 29 Apr 2025 — REGISTERED-PRINCIPAL REGISTER
- 05 Apr 2025 — NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
- 05 Apr 2025 — ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
- 03 Apr 2025 — NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED
- 02 Apr 2025 — STATEMENT OF USE PROCESSING COMPLETE
- 23 Jan 2025 — USE AMENDMENT FILED
- 02 Apr 2025 — SOU EXTENSION 1 GRANTED
- 23 Jan 2025 — SOU EXTENSION 1 FILED
- 02 Apr 2025 — CASE ASSIGNED TO INTENT TO USE PARALEGAL
- 23 Jan 2025 — TEAS STATEMENT OF USE RECEIVED
- 23 Jan 2025 — SOU TEAS EXTENSION RECEIVED
- 30 Jul 2024 — NOA E-MAILED - SOU REQUIRED FROM APPLICANT
- 04 Jun 2024 — OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
- 04 Jun 2024 — PUBLISHED FOR OPPOSITION