CLIENT FIRST TAX AND WEALTH ADVISORS

LIVE

Serial Number

87535544

Owner

Rock Point Partners LLC

Attorney

Melinda S. Giftos

First Use Date

Jan 1, 2016

Filing Date

Jul 20, 2017

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CLIENT FIRST TAX AND WEALTH ADVISORS Trademark

Serial Number: 87535544 • Registration: 5630474

CLIENT FIRST TAX AND WEALTH ADVISORS is a trademark filed by Rock Point Partners LLC on July 20, 2017. The trademark is classified under Class 36 (Insurance & Financial), Class 35 (Advertising & Business). The application is currently registered and active.

Trademark Classes

Class 36 - Insurance & Financial

Insurance; financial affairs; monetary affairs; real estate affairs

Class 35 - Advertising & Business

Advertising; business management; business administration; office functions

Owner Contact Info

Rock Point Partners LLC (10 trademarks)

215 N Main Street, Suite 206
West Bend, WI 53095

Entity Type: 16

Client First Tax Services, LLC

215 N Main Street, Suite 206
West Bend, WI 53095

Entity Type: 16

Legal Representation

Attorney of Record

Melinda S. Giftos

1,199 trademarks filed View all →

Trademark Details

Filing Date

July 20, 2017

Registration Date

December 18, 2018

First Use Anywhere

January 1, 2016

First Use in Commerce

January 1, 2016

Published for Opposition

October 2, 2018

Goods & Services

Investment management, financial planning, providing information in insurance planning matter, social security financial planning and consulting services rendered to individuals, financial information

Tax preparation; tax planning

Filing History

NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED

Jul 4, 2024 NA85

REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.

Jul 4, 2024 C15A

CASE ASSIGNED TO POST REGISTRATION PARALEGAL

Jul 4, 2024 APRE

TEAS SECTION 8 & 15 RECEIVED

Dec 20, 2023 E815

COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED

Dec 18, 2023 REM1

REGISTERED-PRINCIPAL REGISTER

Dec 18, 2018 R.PR

OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED

Oct 2, 2018 NPUB

PUBLISHED FOR OPPOSITION

Oct 2, 2018 PUBO

NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED

Sep 12, 2018 NONP

APPROVED FOR PUB - PRINCIPAL REGISTER

Aug 23, 2018 CNSA

TEAS/EMAIL CORRESPONDENCE ENTERED

Aug 22, 2018 TEME

CORRESPONDENCE RECEIVED IN LAW OFFICE

Aug 22, 2018 CRFA

ASSIGNED TO LIE

Aug 17, 2018 ALIE

TEAS RESPONSE TO SUSPENSION INQUIRY RECEIVED

Jul 30, 2018 ERSI

NOTIFICATION OF LETTER OF SUSPENSION E-MAILED

May 11, 2018 GNS3

LETTER OF SUSPENSION E-MAILED

May 11, 2018 GNSL

SUSPENSION LETTER WRITTEN

May 11, 2018 CNSL

TEAS/EMAIL CORRESPONDENCE ENTERED

Apr 26, 2018 TEME

CORRESPONDENCE RECEIVED IN LAW OFFICE

Apr 25, 2018 CRFA

TEAS RESPONSE TO OFFICE ACTION RECEIVED

Apr 25, 2018 TROA

AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP

Mar 28, 2018 ASGN

NOTIFICATION OF NON-FINAL ACTION E-MAILED

Oct 25, 2017 GNRN

NON-FINAL ACTION E-MAILED

Oct 25, 2017 GNRT

NON-FINAL ACTION WRITTEN

Oct 25, 2017 CNRT

ASSIGNED TO EXAMINER

Oct 19, 2017 DOCK

NEW APPLICATION OFFICE SUPPLIED DATA ENTERED

Jul 26, 2017 NWOS

NEW APPLICATION ENTERED

Jul 24, 2017 NWAP

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