TrademarkDir
OAK TRAIL WEALTH
LIVE

Serial Number

98347970

Owner

Shannon, William J.

Attorney

Scott G. Ulbrich

First Use Date

Jan 9, 2025

Filing Date

Jan 8, 2024

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OAK TRAIL WEALTH Trademark

Serial Number: 98347970 • Registration: 8061726

OAK TRAIL WEALTH is a trademark filed by Shannon, William J. on January 8, 2024. The trademark is classified under Class 36 (Insurance & Financial). The application is currently registered and active.

Owner Contact Info

Shannon, William J.

12280 Nicollet Ave S, Ste 101
Burnsville, MN 55337

Entity Type: 01

Trademark Details

Filing Date

January 8, 2024

Registration Date

December 9, 2025

First Use Anywhere

January 9, 2025

First Use in Commerce

January 9, 2025

Published for Opposition

October 1, 2024

Goods & Services

Financial planning and investment advisory services; Financial planning for retirement; Financial services, namely, wealth management services

Filing History

NOTICE OF REGISTRATION CONFIRMATION EMAILED
Dec 9, 2025 NRCC
REGISTERED-PRINCIPAL REGISTER
Dec 9, 2025 R.PR
NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
Nov 17, 2025 SUNA
ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
Nov 17, 2025 CNPR
STATEMENT OF USE PROCESSING COMPLETE
Oct 31, 2025 SUPC
CASE ASSIGNED TO INTENT TO USE PARALEGAL
Oct 31, 2025 AITU
USE AMENDMENT FILED
May 22, 2025 IUAF
TEAS STATEMENT OF USE RECEIVED
May 22, 2025 EISU
NOA E-MAILED - SOU REQUIRED FROM APPLICANT
Nov 26, 2024 NOAM
OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Oct 1, 2024 NPUB
PUBLISHED FOR OPPOSITION
Oct 1, 2024 PUBO
NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Sep 11, 2024 NONP
APPROVED FOR PUB - PRINCIPAL REGISTER
Aug 23, 2024 CNSA
TEAS/EMAIL CORRESPONDENCE ENTERED
Aug 14, 2024 TEME
CORRESPONDENCE RECEIVED IN LAW OFFICE
Aug 14, 2024 CRFA
TEAS RESPONSE TO OFFICE ACTION RECEIVED
Aug 14, 2024 TROA
NOTIFICATION OF PRIORITY ACTION E-MAILED
Aug 13, 2024 GPRN
PRIORITY ACTION E-MAILED
Aug 13, 2024 GPRA
PRIORITY ACTION WRITTEN
Aug 13, 2024 CPRA
ASSIGNED TO EXAMINER
Aug 5, 2024 DOCK
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Apr 26, 2024 NWOS
NEW APPLICATION ENTERED
Jan 9, 2024 NWAP

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