ISLAND WEALTH MANAGEMENT Trademark - Serial Number 77626358

Serial Number
77626358
Word Mark
ISLAND WEALTH MANAGEMENT
Filing Date
Status
REGISTERED AND RENEWED
Status Date
2018-10-22
Registration Number
3691642
Registration Date
2009-10-06
Type of Mark
Service Mark
Mark Drawing
Illustration: Drawing or design which also includes word(s)/letter(s)/number(s) Typeset
Published for Opposition Date
2009-07-21

Statements

Indication of Colors claimed

The color(s) light green and teal is/are claimed as a feature of the mark.

Disclaimer with Predetermined Text

"WEALTH MANAGEMENT"

Description of Mark

The mark consists of one large leaf, one medium leaf and one small leaf along with the words "Island Wealth Management" in all capital letters. The large leaf and the small leaf are green and the medium leaf and wording are in teal.

Goods and Services

(036) Advice relating to investments; Financial and investment services, namely, management and brokerage in the fields of stocks, bonds, options, commodities, futures and other securities, and the investment of funds of others; Financial planning and investment advisory services; Financial planning services, namely, developing and managing charitable giving programs on behalf of wealthy individuals or families; Financial planning, namely, the creation of personalized strategies to achieve financial independence; Financial services, namely, a total portfolio offering for high net worth clients consisting of both separate accounts and mutual funds for equity and fixed income investments; Investment advisory services; Investment management of and distribution of annuities; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement

Classification Information

International Class
(036) Insurance; financial affairs; monetary affairs; realestate affairs.
US Class Codes
100, 101, 102
Class Status
Active
Class Status Date
2008-12-08
Primary Code
036
First use anywhere
20081121
First use in commerce
20081121

Current Owner

Original Registrant

Party Name
Address

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Legal Entity Type
Individual

Trademark Owner History

Original Applicant

Party Name
Address

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Legal Entity Type
Individual

Owner at Publication

Party Name
Address

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Legal Entity Type
Individual

Original Registrant

Party Name
Address

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Legal Entity Type
Individual

Correspondences

Party Name
ENOKA, BRIAN H.
Address

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Design Search

Code
Description
050308
More than one leaf, including scattered leaves, bunches of leaves not attached to branches
050325
Other leaves

Trademark Events

Event Date
Event Description
2018-10-22
NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
2018-10-22
REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
2018-10-22
REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
2018-10-22
CASE ASSIGNED TO POST REGISTRATION PARALEGAL
2018-10-10
TEAS SECTION 8 & 9 RECEIVED
2018-10-10
TEAS CHANGE OF CORRESPONDENCE RECEIVED
2018-10-06
COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
2016-02-29
APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
2016-02-29
TEAS CHANGE OF OWNER ADDRESS RECEIVED
2016-02-29
TEAS CHANGE OF CORRESPONDENCE RECEIVED
2015-02-07
NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
2015-02-07
REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
2015-02-06
CASE ASSIGNED TO POST REGISTRATION PARALEGAL
2015-01-22
TEAS SECTION 8 & 15 RECEIVED
2015-01-22
TEAS CHANGE OF CORRESPONDENCE RECEIVED
2015-01-22
TEAS CHANGE OF CORRESPONDENCE RECEIVED
2012-06-07
APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
2012-06-07
TEAS CHANGE OF OWNER ADDRESS RECEIVED
2012-06-07
TEAS CHANGE OF CORRESPONDENCE RECEIVED
2009-10-06
REGISTERED-PRINCIPAL REGISTER
2009-07-21
PUBLISHED FOR OPPOSITION
2009-07-01
NOTICE OF PUBLICATION
2009-06-15
LAW OFFICE PUBLICATION REVIEW COMPLETED
2009-06-15
ASSIGNED TO LIE
2009-06-11
APPROVED FOR PUB - PRINCIPAL REGISTER
2009-05-22
TEAS/EMAIL CORRESPONDENCE ENTERED
2009-05-22
CORRESPONDENCE RECEIVED IN LAW OFFICE
2009-05-22
TEAS RESPONSE TO OFFICE ACTION RECEIVED
2009-05-22
TEAS RESPONSE TO OFFICE ACTION RECEIVED
2009-03-11
NOTIFICATION OF NON-FINAL ACTION E-MAILED
2009-03-11
NON-FINAL ACTION E-MAILED
2009-03-11
NON-FINAL ACTION WRITTEN
2009-03-04
ASSIGNED TO EXAMINER
2008-12-09
NOTICE OF DESIGN SEARCH CODE MAILED
2008-12-08
NEW APPLICATION ENTERED IN TRAM