TrademarkDir
LYELL WEALTH MANAGEMENT
LIVE

Serial Number

86965198

Owner

Lyell Wealth Management, LP

Attorney

William R. Samuels

First Use Date

May 20, 2016

Filing Date

Apr 5, 2016

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LYELL WEALTH MANAGEMENT Trademark

Serial Number: 86965198 • Registration: 5302403

LYELL WEALTH MANAGEMENT is a trademark filed by Lyell Wealth Management, LP on April 5, 2016. The trademark is classified under Class 36 (Insurance & Financial). The application is currently registered and active.

Owner Contact Info

Lyell Wealth Management, LP (2 trademarks)

Building One, Suite 135
Menlo Park, CA 94025

Entity Type: 13

Trademark Details

Filing Date

April 5, 2016

Registration Date

October 3, 2017

First Use Anywhere

May 20, 2016

First Use in Commerce

May 20, 2016

Published for Opposition

January 17, 2017

Goods & Services

Financial services, namely, wealth management; financial services, namely, investment management, investment advice, funds investment, investment consultation services; financial planning services, estate planning services, financial advisory and consulting services in the field of charitable giving; private and public equity investment management

Filing History

NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
Feb 23, 2024 NA85
REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
Feb 23, 2024 C15A
CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Feb 23, 2024 APRE
TEAS SECTION 8 & 15 RECEIVED
Sep 7, 2023 E815
TEAS CHANGE OF CORRESPONDENCE RECEIVED
Jun 17, 2023 TCCA
ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Jun 17, 2023 ARAA
TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Jun 17, 2023 REAP
COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
Oct 3, 2022 REM1
APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
Aug 2, 2020 CHAN
TEAS CHANGE OF CORRESPONDENCE RECEIVED
Aug 2, 2020 TCCA
ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Aug 2, 2020 ARAA
TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Aug 2, 2020 REAP
TEAS CHANGE OF OWNER ADDRESS RECEIVED
Aug 2, 2020 COAR
APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
Jun 21, 2020 CHAN
TEAS CHANGE OF CORRESPONDENCE RECEIVED
Jun 21, 2020 TCCA
ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Jun 21, 2020 ARAA
TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Jun 21, 2020 REAP
TEAS CHANGE OF OWNER ADDRESS RECEIVED
Jun 21, 2020 COAR
ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Oct 26, 2017 ARAA
TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Oct 26, 2017 REAP
REGISTERED-PRINCIPAL REGISTER
Oct 3, 2017 R.PR
NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
Aug 31, 2017 SUNA
ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
Aug 30, 2017 CNPR
STATEMENT OF USE PROCESSING COMPLETE
Aug 22, 2017 SUPC
CASE ASSIGNED TO INTENT TO USE PARALEGAL
Aug 21, 2017 AITU
USE AMENDMENT FILED
Jul 31, 2017 IUAF
TEAS STATEMENT OF USE RECEIVED
Jul 31, 2017 EISU
NOA E-MAILED - SOU REQUIRED FROM APPLICANT
Mar 14, 2017 NOAM
OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Jan 17, 2017 NPUB
PUBLISHED FOR OPPOSITION
Jan 17, 2017 PUBO
NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Dec 28, 2016 NONP
APPROVED FOR PUB - PRINCIPAL REGISTER
Dec 6, 2016 CNSA
EXAMINER'S AMENDMENT ENTERED
Dec 6, 2016 XAEC
NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
Dec 6, 2016 GNEN
EXAMINERS AMENDMENT E-MAILED
Dec 6, 2016 GNEA
EXAMINERS AMENDMENT -WRITTEN
Dec 6, 2016 CNEA
PREVIOUS ALLOWANCE COUNT WITHDRAWN
Dec 5, 2016 ZZZX
WITHDRAWN FROM PUB - OG REVIEW QUERY
Nov 22, 2016 PBCR
APPROVED FOR PUB - PRINCIPAL REGISTER
Nov 1, 2016 CNSA
TEAS/EMAIL CORRESPONDENCE ENTERED
Nov 1, 2016 TEME
CORRESPONDENCE RECEIVED IN LAW OFFICE
Oct 31, 2016 CRFA
TEAS RESPONSE TO OFFICE ACTION RECEIVED
Oct 31, 2016 TROA
NOTIFICATION OF PRIORITY ACTION E-MAILED
Oct 31, 2016 GPRN
PRIORITY ACTION E-MAILED
Oct 31, 2016 GPRA
PRIORITY ACTION WRITTEN
Oct 31, 2016 CPRA
PREVIOUS ALLOWANCE COUNT WITHDRAWN
Oct 27, 2016 ZZZX
WITHDRAWN FROM PUB - OG REVIEW QUERY
Oct 25, 2016 PBCR
APPROVED FOR PUB - PRINCIPAL REGISTER
Oct 4, 2016 CNSA
TEAS/EMAIL CORRESPONDENCE ENTERED
Sep 29, 2016 TEME
CORRESPONDENCE RECEIVED IN LAW OFFICE
Sep 29, 2016 CRFA
TEAS RESPONSE TO OFFICE ACTION RECEIVED
Sep 29, 2016 TROA
NOTIFICATION OF NON-FINAL ACTION E-MAILED
Jul 20, 2016 GNRN
NON-FINAL ACTION E-MAILED
Jul 20, 2016 GNRT
NON-FINAL ACTION WRITTEN
Jul 20, 2016 CNRT
ASSIGNED TO EXAMINER
Jul 19, 2016 DOCK
NOTICE OF DESIGN SEARCH CODE E-MAILED
Apr 12, 2016 MDSC
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Apr 11, 2016 NWOS
NEW APPLICATION ENTERED
Apr 8, 2016 NWAP

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