FAMILY VALUE AT RISK
LIVE

Serial Number

88689266

Owner

HT Lerner Holdco LLC

Attorney

Andrew A. Gonzalez

First Use Date

Aug 13, 2019

Filing Date

Nov 12, 2019

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FAMILY VALUE AT RISK Trademark

Serial Number: 88689266 • Registration: 6603539

FAMILY VALUE AT RISK is a trademark filed by HT Lerner Holdco LLC on November 12, 2019. The trademark is classified under Class 36 (Insurance & Financial), Class 41 (Education & Entertainment), Class 16 (Paper Goods), Class 35 (Advertising & Business). The application is currently registered and active.

Owner Contact Info

HT Lerner Holdco LLC

500 Lake Cook Road
Deerfield, IL 60015

Entity Type: 16

Trademark Details

Filing Date

November 12, 2019

Registration Date

December 28, 2021

First Use Anywhere

August 13, 2019

First Use in Commerce

August 13, 2019

Published for Opposition

April 7, 2020

Goods & Services

Educational services, namely, providing educational conferences and seminars in the field of estate planning, finance, insurance and wealth management; entertainment services, namely, providing live speaking presentations in the field of estate planning, finance, insurance and wealth management; entertainment services, namely, providing webcasts in the field of estate planning, finance, insurance and wealth management

Paper and printed matter, namely, a series of written articles and newsletters in the field of estate planning, finance, insurance and wealth management; printed educational, instructional and teaching materials in the field of estate planning, finance, insurance and wealth management; series of books and workbooks in the field of estate planning, finance, insurance and wealth management

Financial services, namely, wealth management services; investment management, estate review and planning; insurance planning, namely, insurance consultation

Business services, namely, formulation of procedures, processes and routines in the field of estate planning, finance, insurance and wealth management to assist in making operational, tactical, and strategic decisions for organizations; providing a website containing business and trade information in the field of estate planning, finance, insurance and wealth management

Filing History

REGISTERED-PRINCIPAL REGISTER
Dec 28, 2021 R.PR
NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
Nov 23, 2021 SUNA
ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
Nov 22, 2021 CNPR
TEAS/EMAIL CORRESPONDENCE ENTERED
Oct 25, 2021 TEME
CORRESPONDENCE RECEIVED IN LAW OFFICE
Oct 25, 2021 CRFA
TEAS REQUEST FOR RECONSIDERATION RECEIVED
Oct 25, 2021 ERFR
NOTIFICATION OF FINAL REFUSAL EMAILED
Oct 14, 2021 GNFN
FINAL REFUSAL E-MAILED
Oct 14, 2021 GNFR
SU - FINAL REFUSAL - WRITTEN
Oct 14, 2021 CNFR
TEAS/EMAIL CORRESPONDENCE ENTERED
Jul 22, 2021 TEME
CORRESPONDENCE RECEIVED IN LAW OFFICE
Jul 22, 2021 CRFA
ASSIGNED TO LIE
Jul 21, 2021 ALIE
TEAS RESPONSE TO OFFICE ACTION RECEIVED
Jul 3, 2021 TROA
NOTIFICATION OF NON-FINAL ACTION E-MAILED
Jan 25, 2021 GNRN
NON-FINAL ACTION E-MAILED
Jan 25, 2021 GNRT
SU - NON-FINAL ACTION - WRITTEN
Jan 25, 2021 CNRT
STATEMENT OF USE PROCESSING COMPLETE
Dec 11, 2020 SUPC
CASE ASSIGNED TO INTENT TO USE PARALEGAL
Dec 11, 2020 AITU
USE AMENDMENT FILED
Dec 2, 2020 IUAF
TEAS STATEMENT OF USE RECEIVED
Dec 2, 2020 EISU
NOA MAILED - SOU REQUIRED FROM APPLICANT
Jun 2, 2020 NOAM
PUBLISHED FOR OPPOSITION
Apr 7, 2020 PUBO
NOTICE OF PUBLICATION
Mar 18, 2020 NPUB
EXAMINER'S AMENDMENT MAILED
Mar 5, 2020 CNEA
APPROVED FOR PUB - PRINCIPAL REGISTER
Mar 4, 2020 CNSA
EXAMINER'S AMENDMENT ENTERED
Mar 3, 2020 XAEC
EXAMINERS AMENDMENT -WRITTEN
Mar 3, 2020 CNEA
ASSIGNED TO EXAMINER
Feb 15, 2020 DOCK
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Nov 19, 2019 NWOS
NEW APPLICATION ENTERED
Nov 15, 2019 NWAP