TCCA
TEAS CHANGE OF CORRESPONDENCE RECEIVED
06/03/2025
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Official data from USPTO
WHITE OAKS WEALTH 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
29
Latest update
06/08/2025
Trademark type
Combined
Nice classes
35, 36, 42
Filing date
12/02/2020
Registration date
08/02/2022
Expiration date
-
Complete case details
Structured fields from the responsible authority and the official record.
Status date
08/02/2022
Last transaction
06/08/2025
Responsible office
United States Patent and Trademark Office
Status code
700
Official register
Principal Register
Filing basis
Intent to use
First use anywhere
02/28/2021
First use in commerce
02/28/2021
Drawing code
3
Owner type
03
Owner location
Minneapolis, MN
Examiner
KOVALSKY, LAURA
Law office
M10
Current location
PUBLICATION AND ISSUE SECTION
Mark description
The mark consists of the wording "WHITE OAKS" in black over the smaller wording "WEALTH ADVISORS" in gray, to the right of a stylized leaf design in shades of green.
Holders and representatives
Holders
White Oaks Wealth Advisors, Inc.
Representatives
Kenneth D. Suzan BARNES & THORNBURG LLP
Technical classification
Nice Classes
Class 35Class 36Class 42
Vienna Codes
No Vienna codes available.
Goods and services
Class 35
Business planning; Business succession planning; Cost analyses
Class 36
Financial planning; Investment advisory services; Investment management; Financial asset management; Financial portfolio management services; Financial serviceswealth management services; Investment advisory serviceswealth advisory services integrated to include asset managementprivate bankingtrustfiduciary and administrative services and planning related to family dynamics; Trust servicesfinancial trust management and trust company services; Trust investment distribution and wealth distribution planning; Representative and fiduciary services as a trustee; Financial planning for retirement; Estate and tax planning services; Estate trust management; Financial risk assessment services; Financial risk management; Financial risk management consultation; Bill payment services; Cash management; Advisory services regarding philanthropic monetary and financial asset donations; Financial planning servicesdeveloping and managing charitable giving programs; Providing information in the field of financial planninginvestmentsinvestment managementfinancial asset managementfinancial portfolio managementwealth managementfinancial trust managementfinancial trustsestate planningtax planningestate trust managementfinancial risk assessmentfinancial risk managementbill paymentcash managementcharitable giving
Class 42
Providing a website for the electronic storage of documents; Electronic storage of files and documents
Publications
History of USPTO decisions and trademark events.
29 publications found
ARAA
ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
06/03/2025
REAP
TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
06/03/2025
CHAN
APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
06/03/2025
COAR
TEAS CHANGE OF OWNER ADDRESS RECEIVED
06/03/2025
NRCC
NOTICE OF REGISTRATION CONFIRMATION EMAILED
08/02/2022
R.PR
REGISTERED-PRINCIPAL REGISTER
08/02/2022
SUNA
NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
06/29/2022
CNPR
ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
06/28/2022
SUPC
STATEMENT OF USE PROCESSING COMPLETE
06/14/2022
AITU
CASE ASSIGNED TO INTENT TO USE PARALEGAL
06/13/2022
IUAF
USE AMENDMENT FILED
05/26/2022
EISU
TEAS STATEMENT OF USE RECEIVED
05/26/2022
NOAM
NOA E-MAILED - SOU REQUIRED FROM APPLICANT
03/08/2022
NPUB
OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
01/11/2022
PUBO
PUBLISHED FOR OPPOSITION
01/11/2022
NONP
NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
12/22/2021
ALIE
ASSIGNED TO LIE
12/09/2021
CNSA
APPROVED FOR PUB - PRINCIPAL REGISTER
12/08/2021
TEME
TEAS/EMAIL CORRESPONDENCE ENTERED
11/29/2021
CRFA
CORRESPONDENCE RECEIVED IN LAW OFFICE
11/28/2021
TROA
TEAS RESPONSE TO OFFICE ACTION RECEIVED
11/28/2021
GNRN
NOTIFICATION OF NON-FINAL ACTION E-MAILED
05/28/2021
GNRT
NON-FINAL ACTION E-MAILED
05/28/2021
CNRT
NON-FINAL ACTION WRITTEN
05/28/2021
DOCK
ASSIGNED TO EXAMINER
05/19/2021
MDSC
NOTICE OF DESIGN SEARCH CODE E-MAILED
02/11/2021
NWOS
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
02/10/2021
NWAP
NEW APPLICATION ENTERED
12/05/2020
Continuous trademark protection
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