REM1
COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
05/12/2025
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Official data from USPTO
ROUND TABLE WEALTH MANAGEMENT
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Active USPTO registrationType: CombinedOffice: United States
Risk and opportunity diagnosis
Executive reading for naming, filing, and monitoring decisions.
USPTO status
Active USPTO registration
Case type
Application and registration
Recorded events
41
Latest update
05/13/2025
Trademark type
Combined
Nice classes
36
Filing date
07/23/2015
Registration date
05/12/2020
Expiration date
-
Complete case details
Structured fields from the responsible authority and the official record.
Status date
05/12/2020
Last transaction
05/13/2025
Responsible office
United States Patent and Trademark Office
Status code
700
Official register
Principal Register
First use anywhere
12/05/2014
First use in commerce
12/05/2014
Drawing code
3
Owner type
16
Owner location
NEW YORK, NY
Examiner
WATSON, JULIE
Law office
L90
Current location
PUBLICATION AND ISSUE SECTION
Mark description
The mark consists of a circular logo made of intersecting ellipses above the expression "ROUND TABLE" which appears atop the expression "WEALTH MANAGEMENT".
Holders and representatives
Holders
CERITY PARTNERS LLC
Round Table Services, LLC
Representatives
Matthew Hintz, Esq. Lowenstein Sandler LLP
Technical classification
Nice Classes
Class 36
Vienna Codes
No Vienna codes available.
Goods and services
Class 36
Financial serviceswealth management services; investment management; financial investment brokerage services; financial planning; financial advisory and consultancy services; capital investment
Publications
History of USPTO decisions and trademark events.
41 publications found
TCCA
TEAS CHANGE OF CORRESPONDENCE RECEIVED
08/10/2023
ARAA
ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
08/10/2023
REAP
TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
08/10/2023
CHAN
APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
08/10/2023
COAR
TEAS CHANGE OF OWNER ADDRESS RECEIVED
08/10/2023
ASGN
AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
07/19/2023
R.PR
REGISTERED-PRINCIPAL REGISTER
05/12/2020
NPUB
OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
02/25/2020
PUBO
PUBLISHED FOR OPPOSITION
02/25/2020
NONP
NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
02/05/2020
CNSA
APPROVED FOR PUB - PRINCIPAL REGISTER
01/21/2020
XAEC
EXAMINER'S AMENDMENT ENTERED
01/21/2020
GNEN
NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
01/21/2020
GNEA
EXAMINERS AMENDMENT E-MAILED
01/21/2020
CNEA
EXAMINERS AMENDMENT -WRITTEN
01/21/2020
GNFN
NOTIFICATION OF FINAL REFUSAL EMAILED
01/08/2020
GNFR
FINAL REFUSAL E-MAILED
01/08/2020
CNFR
FINAL REFUSAL WRITTEN
01/08/2020
RCCK
SUSPENSION CHECKED - TO ATTORNEY FOR ACTION
12/23/2019
ALIE
ASSIGNED TO LIE
12/23/2019
RCSC
REPORT COMPLETED SUSPENSION CHECK CASE STILL SUSPENDED
06/05/2019
RCSC
REPORT COMPLETED SUSPENSION CHECK CASE STILL SUSPENDED
11/13/2018
RCSC
REPORT COMPLETED SUSPENSION CHECK CASE STILL SUSPENDED
05/03/2018
RCSC
REPORT COMPLETED SUSPENSION CHECK CASE STILL SUSPENDED
11/01/2017
RCSC
REPORT COMPLETED SUSPENSION CHECK CASE STILL SUSPENDED
04/26/2017
RCSC
REPORT COMPLETED SUSPENSION CHECK CASE STILL SUSPENDED
10/13/2016
ALIE
ASSIGNED TO LIE
10/07/2016
GNS3
NOTIFICATION OF LETTER OF SUSPENSION E-MAILED
03/28/2016
GNSL
LETTER OF SUSPENSION E-MAILED
03/28/2016
CNSL
SUSPENSION LETTER WRITTEN
03/28/2016
TEME
TEAS/EMAIL CORRESPONDENCE ENTERED
03/09/2016
CRFA
CORRESPONDENCE RECEIVED IN LAW OFFICE
03/08/2016
TROA
TEAS RESPONSE TO OFFICE ACTION RECEIVED
03/08/2016
GNRN
NOTIFICATION OF NON-FINAL ACTION E-MAILED
11/03/2015
GNRT
NON-FINAL ACTION E-MAILED
11/03/2015
CNRT
NON-FINAL ACTION WRITTEN
11/03/2015
DOCK
ASSIGNED TO EXAMINER
11/03/2015
MDSC
NOTICE OF DESIGN SEARCH CODE E-MAILED
07/31/2015
NWOS
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
07/30/2015
NWAP
NEW APPLICATION ENTERED
07/27/2015
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