REM1
COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
05/04/2026
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Official data from USPTO
OAKBOURNE ADVISORS
Did you know this trademark is already registered in United States?
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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
17
Latest update
05/05/2026
Trademark type
Combined
Nice classes
35, 36
Filing date
06/29/2020
Registration date
05/04/2021
Expiration date
-
Complete case details
Structured fields from the responsible authority and the official record.
Status date
05/04/2021
Last transaction
05/05/2026
Responsible office
United States Patent and Trademark Office
Status code
700
Official register
Principal Register
First use anywhere
04/24/2020
First use in commerce
04/24/2020
Drawing code
3
Owner type
16
Owner location
Hackettstown, NJ, US
Examiner
BUSH, KAREN K
Law office
L80
Current location
PUBLICATION AND ISSUE SECTION
Mark description
The mark consists of a stylized crest with an oak leaf design in navy blue to the left of a vertical navy blue line to the left of the stylized wording "OAKBOURNE ADVISORS" in navy blue. The color white represents background and is not claimed as a feature of the mark.
Holders and representatives
Holders
Oakbourne Advisors, LLC
Representatives
Amy Pujara DIFRANCESCO BATEMAN
Technical classification
Nice Classes
Class 35Class 36
Vienna Codes
No Vienna codes available.
Goods and services
Class 35
Tax advisory services; Tax consultation; Tax preparation
Class 36
Estate planning; Financial consulting; Financial planning; Financial servicesinvestment adviceinvestment managementinvestment consultation and investment of funds for othersincluding private and public equity and debt investment services
Publications
History of USPTO decisions and trademark events.
17 publications found
R.PR
REGISTERED-PRINCIPAL REGISTER
05/04/2021
NPUB
OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
02/16/2021
PUBO
PUBLISHED FOR OPPOSITION
02/16/2021
NONP
NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
01/27/2021
CNSA
APPROVED FOR PUB - PRINCIPAL REGISTER
01/11/2021
TEME
TEAS/EMAIL CORRESPONDENCE ENTERED
01/11/2021
CRFA
CORRESPONDENCE RECEIVED IN LAW OFFICE
01/11/2021
TROA
TEAS RESPONSE TO OFFICE ACTION RECEIVED
10/23/2020
GEAN
NOTIFICATION OF EXAMINER'S AMENDMENT/PRIORITY ACTION E-MAILED
10/05/2020
GEAP
EXAMINER'S AMENDMENT/PRIORITY ACTION E-MAILED
10/05/2020
EPEN
COMBINED EXAMINER'S AMENDMENT/PRIORITY ACTION AUTOMATIC ENTRY
10/05/2020
CPEA
EXAMINERS AMENDMENT AND/OR PRIORITY ACTION - COMPLETED
10/05/2020
DOCK
ASSIGNED TO EXAMINER
09/30/2020
MDSM
NOTICE OF DESIGN SEARCH CODE E-MAILED
07/28/2020
NWOS
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
07/26/2020
NWAP
NEW APPLICATION ENTERED
07/02/2020
Continuous trademark protection
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