TrademarkDir
ESSENTIALS FOR MANAGING WEALTH
LIVE

Serial Number

85190270

Owner

Summitas LLC

Attorney

Garrett W. Balich

First Use Date

Feb 25, 2010

Filing Date

Dec 3, 2010

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ESSENTIALS FOR MANAGING WEALTH Trademark

Serial Number: 85190270 • Registration: 4147425

ESSENTIALS FOR MANAGING WEALTH is a trademark filed by Summitas LLC on December 3, 2010. The trademark is classified under Class 36 (Insurance & Financial), Class 42 (Computer & Scientific), Class 45 (Legal & Security Services). The application is currently registered and active.

Owner Contact Info

Summitas LLC (12 trademarks)

335 Madison Avenue, 24th Floor
New York, NY 10017

Entity Type: 16

Trademark Details

Filing Date

December 3, 2010

Registration Date

May 22, 2012

First Use Anywhere

February 25, 2010

First Use in Commerce

February 25, 2010

Published for Opposition

September 6, 2011

Goods & Services

PROVIDING AN INTERACTIVE WEB SITE FEATURING CRITICAL FINANCIAL INFORMATION AND CONTENT ABOUT WEALTH MANAGEMENT, PHILANTHROPY AND FAMILY GOVERNANCE

PROVIDING AN INTERACTIVE WEB SITE FEATURING INFORMATION ABOUT WELL-TO-DO LIFESTYLES

PROVIDING AN INTERACTIVE WEB SITE FEATURING ONLINE NON-DOWNLOADABLE SOFTWARE WHICH PROVIDES A SECURE COLLABORATIVE WORKSPACE FOR WEALTH MANAGEMENT, SOCIAL NETWORKING FUNCTIONALITY, DATA STORAGE AND ENCRYPTED E-MAIL

Filing History

NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
Dec 6, 2022 NA89
REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
Dec 6, 2022 RNL1
REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
Dec 6, 2022 89AG
CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Dec 6, 2022 APRE
TEAS SECTION 8 & 9 RECEIVED
May 23, 2022 E89R
COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
May 22, 2021 REM2
NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
Jun 2, 2018 NA85
REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
Jun 1, 2018 C15A
CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Jun 1, 2018 APRE
TEAS SECTION 8 & 15 RECEIVED
May 21, 2018 E815
APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
May 18, 2018 CHAN
TEAS CHANGE OF OWNER ADDRESS RECEIVED
May 18, 2018 COAR
COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
May 22, 2017 REM1
REGISTERED-PRINCIPAL REGISTER
May 22, 2012 R.PR
NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
Apr 14, 2012 SUNA
LAW OFFICE REGISTRATION REVIEW COMPLETED
Apr 13, 2012 REGV
ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
Apr 13, 2012 CNPR
STATEMENT OF USE PROCESSING COMPLETE
Mar 7, 2012 SUPC
CASE ASSIGNED TO INTENT TO USE PARALEGAL
Mar 1, 2012 AITU
USE AMENDMENT FILED
Jan 30, 2012 IUAF
TEAS STATEMENT OF USE RECEIVED
Jan 30, 2012 EISU
NOA E-MAILED - SOU REQUIRED FROM APPLICANT
Nov 1, 2011 NOAM
OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Sep 6, 2011 NPUB
PUBLISHED FOR OPPOSITION
Sep 6, 2011 PUBO
LAW OFFICE PUBLICATION REVIEW COMPLETED
Aug 1, 2011 PREV
ASSIGNED TO LIE
Jul 30, 2011 ALIE
APPROVED FOR PUB - PRINCIPAL REGISTER
Jul 18, 2011 CNSA
TEAS/EMAIL CORRESPONDENCE ENTERED
Jul 14, 2011 TEME
CORRESPONDENCE RECEIVED IN LAW OFFICE
Jul 14, 2011 CRFA
TEAS RESPONSE TO OFFICE ACTION RECEIVED
Jul 14, 2011 TROA
ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Jul 12, 2011 ARAA
TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Jul 12, 2011 REAP
NOTIFICATION OF NON-FINAL ACTION E-MAILED
Mar 16, 2011 GNRN
NON-FINAL ACTION E-MAILED
Mar 16, 2011 GNRT
NON-FINAL ACTION WRITTEN
Mar 16, 2011 CNRT
ASSIGNED TO EXAMINER
Mar 9, 2011 DOCK
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Dec 7, 2010 NWOS
NEW APPLICATION ENTERED
Dec 7, 2010 NWAP

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