LIFESTYLE. LEGACY. PHILANTHROPY.
DEAD

Serial Number

85934322

Owner

CAPFINANCIAL PARTNERS, LLC

Attorney

Shannon Marie McKeon

First Use Date

Aug 1, 2013

Filing Date

May 16, 2013

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LIFESTYLE. LEGACY. PHILANTHROPY. Trademark

Serial Number: 85934322 • Registration: 4523323

LIFESTYLE. LEGACY. PHILANTHROPY. is a trademark filed by CAPFINANCIAL PARTNERS, LLC on May 16, 2013. The trademark is classified under Class 9 (Computers & Electronics), Class 36 (Insurance & Financial), Class 16 (Paper Goods), Class 35 (Advertising & Business). The application is currently no longer active.

Owner Contact Info

CAPFINANCIAL PARTNERS, LLC (31 trademarks)

4208 SIX FORKS ROAD
RALEIGH, NC 27609

Entity Type: 16

Covenant Multi-Family Offices, LLC (11 trademarks)

18756 Stone Oak Parkway, Suite 102
San Antonio, TX 78258

Entity Type: 16

Trademark Details

Filing Date

May 16, 2013

Registration Date

April 29, 2014

First Use Anywhere

August 1, 2013

First Use in Commerce

August 1, 2013

Published for Opposition

October 29, 2013

Cancellation Date

November 8, 2024

Goods & Services

Downloadable electronic documents in the fields of wealth management, financial planning, estate planning, gift planning, retirement planning, investment management, risk management, asset management, family governance and education, community involvement, and philanthropy; [ computer software for addressing questions and considerations in the fields of wealth management, financial planning, estate planning, gift planning, retirement planning, investment management, risk management, asset management, family governance and education, community involvement, and philanthropy; downloadable computer software for addressing questions and considerations in the fields of wealth management, financial planning, estate planning, gift planning, retirement planning, investment management, risk management, asset management, family governance and education, community involvement, and philanthropy; ] downloadable software in the nature of a mobile application for addressing questions and considerations in the fields of wealth management, financial planning, estate planning, gift planning, retirement planning, investment management, risk management, asset management, family governance and education, community involvement, and philanthropy

Printed informational materials in the fields of wealth management, financial planning, estate planning, gift planning, retirement planning, investment management, risk management, asset management, family governance and education, community involvement, and philanthropy

Wealth management, financial planning, estate planning, gift planning, retirement planning, investment management, and financial asset management; financial consultancy services concerning family governance, family education, community service, and philanthropy service; risk management consultation; financial advisory and consultancy services; insurance consultancy services

Tax return preparation; tax planning advice, information and consultancy services

Filing History

CANCELLED SEC. 8 (10-YR)/EXPIRED SECTION 9
Nov 8, 2024 CAEX
COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
Apr 29, 2023 REM2
AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
Sep 22, 2021 ASGN
NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
Oct 22, 2019 NA85
REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
Oct 22, 2019 C15A
CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Oct 22, 2019 APRE
TEAS SECTION 8 & 15 RECEIVED
Sep 24, 2019 E815
COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
Apr 29, 2019 REM1
REGISTERED-PRINCIPAL REGISTER
Apr 29, 2014 R.PR
NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
Mar 25, 2014 SUNA
LAW OFFICE REGISTRATION REVIEW COMPLETED
Mar 24, 2014 REGV
ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
Mar 24, 2014 CNPR
STATEMENT OF USE PROCESSING COMPLETE
Mar 24, 2014 SUPC
CASE ASSIGNED TO INTENT TO USE PARALEGAL
Mar 21, 2014 AITU
USE AMENDMENT FILED
Feb 18, 2014 IUAF
TEAS STATEMENT OF USE RECEIVED
Feb 18, 2014 EISU
NOA E-MAILED - SOU REQUIRED FROM APPLICANT
Dec 24, 2013 NOAM
OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Oct 29, 2013 NPUB
PUBLISHED FOR OPPOSITION
Oct 29, 2013 PUBO
NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Oct 9, 2013 NONP
LAW OFFICE PUBLICATION REVIEW COMPLETED
Sep 21, 2013 PREV
ASSIGNED TO LIE
Sep 20, 2013 ALIE
APPROVED FOR PUB - PRINCIPAL REGISTER
Sep 10, 2013 CNSA
EXAMINER'S AMENDMENT ENTERED
Sep 9, 2013 XAEC
NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
Sep 9, 2013 GNEN
EXAMINERS AMENDMENT E-MAILED
Sep 9, 2013 GNEA
EXAMINERS AMENDMENT -WRITTEN
Sep 9, 2013 CNEA
NOTIFICATION OF NON-FINAL ACTION E-MAILED
Sep 4, 2013 GNRN
NON-FINAL ACTION E-MAILED
Sep 4, 2013 GNRT
NON-FINAL ACTION WRITTEN
Sep 4, 2013 CNRT
ASSIGNED TO EXAMINER
Sep 4, 2013 DOCK
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
May 28, 2013 NWOS
NEW APPLICATION ENTERED
May 20, 2013 NWAP