NA85
NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
02/23/2024
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Official data from USPTO
LYELL 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
58
Latest update
02/23/2024
Trademark type
Combined
Nice classes
36
Filing date
04/05/2016
Registration date
10/03/2017
Expiration date
-
Complete case details
Structured fields from the responsible authority and the official record.
Status date
02/23/2024
Last transaction
02/23/2024
Responsible office
United States Patent and Trademark Office
Status code
702
Official register
Principal Register
Filing basis
Intent to use
First use anywhere
05/20/2016
First use in commerce
05/20/2016
Drawing code
3
Owner type
13
Owner location
Menlo Park, CA, US
Examiner
SHANOSKI, JOANNA MARIE
Law office
L40
Current location
TMEG LAW OFFICE 104
Mark description
The mark consists of a design of mountains with a horizontal line beneath. Below the horizontal line and to the left, appears the word "LYELL" in larger font. To the right of this wording appears the wording "WEALTH MANAGEMENT" in smaller font and stacked vertically.
Holders and representatives
Holders
Lyell Wealth Management, LP
Representatives
William R. Samuels COLE-FRIEMAN & MALLON LLP
Technical classification
Nice Classes
Class 36
Vienna Codes
No Vienna codes available.
Goods and services
Class 36
Financial serviceswealth management; financial servicesinvestment managementinvestment advicefunds investmentinvestment consultation services; financial planning servicesestate planning servicesfinancial advisory and consulting services in the field of charitable giving; private and public equity investment management
Publications
History of USPTO decisions and trademark events.
58 publications found
C15A
REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
02/23/2024
APRE
CASE ASSIGNED TO POST REGISTRATION PARALEGAL
02/23/2024
E815
TEAS SECTION 8 & 15 RECEIVED
09/07/2023
TCCA
TEAS CHANGE OF CORRESPONDENCE RECEIVED
06/17/2023
ARAA
ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
06/17/2023
REAP
TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
06/17/2023
REM1
COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
10/03/2022
CHAN
APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
08/02/2020
TCCA
TEAS CHANGE OF CORRESPONDENCE RECEIVED
08/02/2020
ARAA
ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
08/02/2020
REAP
TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
08/02/2020
COAR
TEAS CHANGE OF OWNER ADDRESS RECEIVED
08/02/2020
CHAN
APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
06/21/2020
TCCA
TEAS CHANGE OF CORRESPONDENCE RECEIVED
06/21/2020
ARAA
ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
06/21/2020
REAP
TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
06/21/2020
COAR
TEAS CHANGE OF OWNER ADDRESS RECEIVED
06/21/2020
ARAA
ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
10/26/2017
REAP
TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
10/26/2017
R.PR
REGISTERED-PRINCIPAL REGISTER
10/03/2017
SUNA
NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
08/31/2017
CNPR
ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
08/30/2017
SUPC
STATEMENT OF USE PROCESSING COMPLETE
08/22/2017
AITU
CASE ASSIGNED TO INTENT TO USE PARALEGAL
08/21/2017
IUAF
USE AMENDMENT FILED
07/31/2017
EISU
TEAS STATEMENT OF USE RECEIVED
07/31/2017
NOAM
NOA E-MAILED - SOU REQUIRED FROM APPLICANT
03/14/2017
NPUB
OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
01/17/2017
PUBO
PUBLISHED FOR OPPOSITION
01/17/2017
NONP
NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
12/28/2016
CNSA
APPROVED FOR PUB - PRINCIPAL REGISTER
12/06/2016
XAEC
EXAMINER'S AMENDMENT ENTERED
12/06/2016
GNEN
NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
12/06/2016
GNEA
EXAMINERS AMENDMENT E-MAILED
12/06/2016
CNEA
EXAMINERS AMENDMENT -WRITTEN
12/06/2016
ZZZX
PREVIOUS ALLOWANCE COUNT WITHDRAWN
12/05/2016
PBCR
WITHDRAWN FROM PUB - OG REVIEW QUERY
11/22/2016
CNSA
APPROVED FOR PUB - PRINCIPAL REGISTER
11/01/2016
TEME
TEAS/EMAIL CORRESPONDENCE ENTERED
11/01/2016
CRFA
CORRESPONDENCE RECEIVED IN LAW OFFICE
10/31/2016
TROA
TEAS RESPONSE TO OFFICE ACTION RECEIVED
10/31/2016
GPRN
NOTIFICATION OF PRIORITY ACTION E-MAILED
10/31/2016
GPRA
PRIORITY ACTION E-MAILED
10/31/2016
CPRA
PRIORITY ACTION WRITTEN
10/31/2016
ZZZX
PREVIOUS ALLOWANCE COUNT WITHDRAWN
10/27/2016
PBCR
WITHDRAWN FROM PUB - OG REVIEW QUERY
10/25/2016
CNSA
APPROVED FOR PUB - PRINCIPAL REGISTER
10/04/2016
TEME
TEAS/EMAIL CORRESPONDENCE ENTERED
09/29/2016
CRFA
CORRESPONDENCE RECEIVED IN LAW OFFICE
09/29/2016
TROA
TEAS RESPONSE TO OFFICE ACTION RECEIVED
09/29/2016
GNRN
NOTIFICATION OF NON-FINAL ACTION E-MAILED
07/20/2016
GNRT
NON-FINAL ACTION E-MAILED
07/20/2016
CNRT
NON-FINAL ACTION WRITTEN
07/20/2016
DOCK
ASSIGNED TO EXAMINER
07/19/2016
MDSC
NOTICE OF DESIGN SEARCH CODE E-MAILED
04/12/2016
NWOS
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
04/11/2016
NWAP
NEW APPLICATION ENTERED
04/08/2016
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