NA85
NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
12/11/2025
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Dado oficial do USPTO
LIVE OAK PRIVATE WEALTH
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Active USPTO registrationTipo: VerbalEscritório: US
Snapshot rápido
LIVE OAK PRIVATE WEALTH
ST13
US500000088154800Classe
36, 42
Pedido
88154800
Registro
5892848
Diagnóstico de risco e oportunidade
Leitura executiva para decisão de naming, protocolo e monitoramento.
Situação USPTO
Active USPTO registration
Tipo de processo
Pedido e registro
Eventos registrados
38
Atualização mais recente
13/11/2025
Tipo de marca
Verbal
Classes Nice
36, 42
Data de depósito
15/10/2018
Data de registro
22/10/2019
Data de expiração
-
Dados completos do processo
Campos estruturados da autoridade responsável e do histórico oficial.
Data da situação
12/11/2025
Última transação
13/11/2025
Escritório responsável
United States Patent and Trademark Office
Código da situação
702
Cadastro oficial
Principal Register
Fundamento do pedido
Intent to use
Primeiro uso
04/09/2017
Primeiro uso no comércio
04/09/2017
Código do desenho
4
Tipo de titular
16
Localização do titular
Wilmington, NC
Examinador
CLARK,ROBERT C
Localização atual
Historical data usage
Titulares e representantes
Titulares
Live Oak Private Wealth, LLC
Representantes
Devon E. White WYRICK ROBBINS YATES & PONTON LLP
Classificação técnica
Classes Nice
Classe 36Classe 42
Códigos Vienna
Sem códigos Vienna disponíveis.
Produtos e serviços
Classe 36
Financial serviceswealth management services; Financial advisory and consultancy servicesconsulting for financial plannersfinancial advisors and financial asset managers; Investment advice and brokerage services in the field of securities and annuities; Financial and investment servicesasset and investment acquisition and developmentconsultation and advisory services; Investment management and advisory servicesall provided to financial plannersfinancial advisors and financial asset managers; Financial serviceswealth management services provided to financial plannersfinancial advisors and financial asset managers to assist individuals in making financial decisions; Providing information in the field of financial planninginvestment management and wealth management to planners to financial plannersfinancial advisors and financial asset managers to assist individuals in making financial and investment decisions
Classe 42
Providing on-linenon-downloadableinteractive software for managing investments for use in the financial field by investment advisors; Providing temporary use of online non-downloadable software and applications for use in the field of personal financeinvestments and accounting; Providing temporary use of online non-downloadable software and applications for use in accessing bank and deposit accountcredit card account and other financial account information; Providing temporary use of online non-downloadable software and applications for use in budgetingmanaging moneyrecording and tracking financial transactions; Providing temporary use of online non-downloadable software and applications for use in configuring and receiving alert messages regarding account balances and transactions; Providing temporary use of online non-downloadable software and applications for use in bankingbill payment and electronic payment applications; Providing temporary use of online non-downloadable software and applications for use in financial planning and managementinvestmentsretirement planning and related applications; Providing temporary use of online non-downloadable software and applications for use in tax planning and tax-related applications; Enabling computer software and application hosting serviceshosting software programs and applications for use in managingorganizingsharing financial and investment data on a global computer network; Providing temporary use of non-downloadable computer software and applications for performing queries and transactionsfor storingmodifyingtransmitting and receiving information and data in the fields of personal financeaccountingbankingbill paymentfinancial planningretirement planninginvestments and tax planningall via computer and communication networks
Publicações
Histórico de despachos e eventos da marca no USPTO.
38 publicações encontradas
C15A
REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
12/11/2025
APRE
CASE ASSIGNED TO POST REGISTRATION PARALEGAL
06/11/2025
E815
TEAS SECTION 8 & 15 RECEIVED
16/07/2025
REM1
COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
22/10/2024
R.PR
REGISTERED-PRINCIPAL REGISTER
22/10/2019
SUNA
NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
20/09/2019
CNPR
ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
19/09/2019
SUPC
STATEMENT OF USE PROCESSING COMPLETE
18/09/2019
AITU
CASE ASSIGNED TO INTENT TO USE PARALEGAL
18/09/2019
IUAF
USE AMENDMENT FILED
22/08/2019
EISU
TEAS STATEMENT OF USE RECEIVED
22/08/2019
NOAM
NOA E-MAILED - SOU REQUIRED FROM APPLICANT
23/07/2019
NPUB
OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
28/05/2019
PUBO
PUBLISHED FOR OPPOSITION
28/05/2019
NONP
NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
08/05/2019
PREV
LAW OFFICE PUBLICATION REVIEW COMPLETED
23/04/2019
CNSA
APPROVED FOR PUB - PRINCIPAL REGISTER
23/04/2019
TEME
TEAS/EMAIL CORRESPONDENCE ENTERED
12/04/2019
CRFA
CORRESPONDENCE RECEIVED IN LAW OFFICE
12/04/2019
TROA
TEAS RESPONSE TO OFFICE ACTION RECEIVED
12/04/2019
GNRN
NOTIFICATION OF NON-FINAL ACTION E-MAILED
02/04/2019
GNRT
NON-FINAL ACTION E-MAILED
02/04/2019
CNRT
NON-FINAL ACTION WRITTEN
02/04/2019
ZZZX
PREVIOUS ALLOWANCE COUNT WITHDRAWN
01/04/2019
PBCR
WITHDRAWN FROM PUB - OG REVIEW QUERY
26/03/2019
PREV
LAW OFFICE PUBLICATION REVIEW COMPLETED
12/03/2019
ALIE
ASSIGNED TO LIE
11/03/2019
CNSA
APPROVED FOR PUB - PRINCIPAL REGISTER
20/02/2019
TEME
TEAS/EMAIL CORRESPONDENCE ENTERED
19/02/2019
CRFA
CORRESPONDENCE RECEIVED IN LAW OFFICE
19/02/2019
TROA
TEAS RESPONSE TO OFFICE ACTION RECEIVED
19/02/2019
GNRN
NOTIFICATION OF NON-FINAL ACTION E-MAILED
25/01/2019
GNRT
NON-FINAL ACTION E-MAILED
25/01/2019
CNRT
NON-FINAL ACTION WRITTEN
25/01/2019
DOCK
ASSIGNED TO EXAMINER
24/01/2019
NWOS
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
25/10/2018
NWAP
NEW APPLICATION ENTERED
18/10/2018
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