TrademarkDir
ALIGN WEALTH MANAGEMENT
DEAD

Serial Number

88220745

Owner

Align Wealth Management, LLC

Attorney

Stephen E. Kelly

First Use Date

Dec 21, 2010

Filing Date

Dec 7, 2018

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ALIGN WEALTH MANAGEMENT Trademark

Serial Number: 88220745 • Registration: 5935355

ALIGN WEALTH MANAGEMENT is a trademark filed by Align Wealth Management, LLC on December 7, 2018. The trademark is classified under Class 36 (Insurance & Financial), Class 35 (Advertising & Business). The application is currently no longer active.

Owner Contact Info

Align Wealth Management, LLC

13921 Quail Pointe Drive
Oklahoma City, OK 73134

Entity Type: 16

Trademark Details

Filing Date

December 7, 2018

Registration Date

December 17, 2019

First Use Anywhere

December 21, 2010

First Use in Commerce

December 21, 2010

Published for Opposition

October 1, 2019

Cancellation Date

July 3, 2026

Goods & Services

Fiduciary investment portfolio management, namely, fee-only tax planning for high net worth individuals

Fiduciary investment portfolio management, namely, fee-only asset planning for retirement investments and estate planning for high net worth individuals; Investment management services, namely, fiduciary asset management of participant-directed investment plans; Investment portfolio management, namely, comprehensive fee-only fiduciary wealth management services for high net worth individuals and qualified retirement plans, all delivered as a Registered Investment Advisor (RIA); Fiduciary services, namely, fee-only Registered Investment Advisory (RIA) services for high net worth individuals in the nature of investment portfolio design and rebalancing of investment portfolios

Filing History

CANCELLED SEC. 8 (6-YR)
Jul 3, 2026 C8..
COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
Dec 17, 2024 REM1
REGISTERED-PRINCIPAL REGISTER
Dec 17, 2019 R.PR
OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Oct 1, 2019 NPUB
PUBLISHED FOR OPPOSITION
Oct 1, 2019 PUBO
NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Sep 11, 2019 NONP
ASSIGNED TO LIE
Aug 29, 2019 ALIE
APPROVED FOR PUB - PRINCIPAL REGISTER
Aug 21, 2019 CNSA
TEAS/EMAIL CORRESPONDENCE ENTERED
Aug 20, 2019 TEME
CORRESPONDENCE RECEIVED IN LAW OFFICE
Aug 20, 2019 CRFA
TEAS RESPONSE TO OFFICE ACTION RECEIVED
Aug 20, 2019 TROA
NOTIFICATION OF NON-FINAL ACTION E-MAILED
Aug 9, 2019 GNRN
NON-FINAL ACTION E-MAILED
Aug 9, 2019 GNRT
NON-FINAL ACTION WRITTEN
Aug 9, 2019 CNRT
TEAS/EMAIL CORRESPONDENCE ENTERED
Jul 20, 2019 TEME
CORRESPONDENCE RECEIVED IN LAW OFFICE
Jul 19, 2019 CRFA
TEAS RESPONSE TO OFFICE ACTION RECEIVED
Jul 19, 2019 TROA
NOTIFICATION OF NON-FINAL ACTION E-MAILED
Feb 7, 2019 GNRN
NON-FINAL ACTION E-MAILED
Feb 7, 2019 GNRT
NON-FINAL ACTION WRITTEN
Feb 7, 2019 CNRT
ASSIGNED TO EXAMINER
Jan 30, 2019 DOCK
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Dec 30, 2018 NWOS
NEW APPLICATION ENTERED
Dec 11, 2018 NWAP

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