USPTO serial 87705454
WHITE OAKS WEALTH ADVISORS, INC.
Reviewed by CopyMark Law Group
- Filing date
- Status date
- Registration date
- May 19, 2020
- Examiner
- KING, LINDA M
- Law office
- PUBLICATION AND ISSUE SECTION
What this means
This registration is in, or will soon enter, a USPTO maintenance window. Missing a Section 8 or Section 9 filing can cancel the registration.
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Owner
White Oaks Wealth Advisors, Inc.
Minneapolis, MN
White Oaks Wealth Advisors, Inc.
Minneapolis, MN
White Oaks Wealth Advisors, Inc.
Minneapolis, MN
Attorney of record
The USPTO lists this attorney as the applicant's representative for correspondence on this application.
Kenneth D. Suzan
Kenneth D. Suzan BARNES & THORNBURG LLP225 SOUTH SIXTH STREET, SUITE 2800MINNEAPOLIS, MN 55402-4662United StatesGoods and services
| Class | Description | Status | First use |
|---|---|---|---|
| 035 | Business planning; business succession planning; cost analyses | ACTIVE | Mar 7, 1997 |
| 036 | Financial planning; investment advisory services; investment management; financial asset management; financial portfolio management services; financial services, namely, wealth management services; investment advisory services, namely, wealth advisory services integrated to include asset management, private banking, trust, fiduciary and administrative services and planning related to family dynamics; trust services, namely, financial 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 services, namely, developing and managing charitable giving programs; providing information in the field of financial planning, investments, investment management, financial asset management, financial portfolio management, wealth management, financial trust management, financial trusts, estate planning, tax planning, estate trust management, financial risk assessment, financial risk management, bill payment, cash management, and charitable giving | ACTIVE | Mar 7, 1997 |
| 042 | Providing a website for the electronic storage of documents; electronic storage of files and documents | ACTIVE | — |
Related trademarks
CopyMark links this record to cited §2(d) serials, the owner's other marks, Nice classes, similar mark names, and recently changed USPTO applications.
- Other trademarks owned by White Oaks Wealth Advisors, Inc.
- Other trademarks owned by White Oaks Wealth Advisors, Inc.
- Other trademarks owned by White Oaks Wealth Advisors, Inc.
- Other trademarks in Class 035
- Other trademarks in Class 036
- Other trademarks in Class 042
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Prosecution history
| Date | Code | Event | What it means |
|---|---|---|---|
| Jun 3, 2025 | TCCA | TEAS CHANGE OF CORRESPONDENCE RECEIVED | — |
| Jun 3, 2025 | ARAA | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED | This event means the applicant filed a response to a USPTO Office Action — typically arguments, amendments, or evidence addressing the examiner's objections. The USPTO will review the response and either allow the mark to proceed or issue another action. |
| Jun 3, 2025 | REAP | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED | — |
| Jun 3, 2025 | CHAN | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED | — |
| Jun 3, 2025 | COAR | TEAS CHANGE OF OWNER ADDRESS RECEIVED | — |
| May 19, 2025 | REM1 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED | — |
| May 19, 2020 | R.PR | REGISTERED-PRINCIPAL REGISTER | Your trademark is registered on the Principal Register — the strongest form of federal trademark protection. You may use the ® symbol for the covered goods and services. Maintenance filings (Section 8 and renewals) are required to keep the registration alive. |
| Mar 3, 2020 | NPUB | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED | — |
| Mar 3, 2020 | PUBO | PUBLISHED FOR OPPOSITION | Your mark was published in the USPTO Official Gazette for a 30-day opposition window. During that period, third parties who believe they would be harmed can file an opposition. If no opposition is filed, prosecution usually continues toward registration or a Notice of Allowance. |
| Feb 12, 2020 | NONP | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED | — |
| Jan 23, 2020 | CNSA | APPROVED FOR PUB - PRINCIPAL REGISTER | — |
| Jan 23, 2020 | TEME | TEAS/EMAIL CORRESPONDENCE ENTERED | — |
| Jan 23, 2020 | CRFA | CORRESPONDENCE RECEIVED IN LAW OFFICE | — |
| Jan 21, 2020 | ALIE | ASSIGNED TO LIE | — |
| Jan 9, 2020 | ERSI | TEAS RESPONSE TO SUSPENSION INQUIRY RECEIVED | — |
| Oct 10, 2019 | RCSC | REPORT COMPLETED SUSPENSION CHECK CASE STILL SUSPENDED | — |
| Apr 9, 2019 | RCSC | REPORT COMPLETED SUSPENSION CHECK CASE STILL SUSPENDED | — |
| Oct 9, 2018 | GNS3 | NOTIFICATION OF LETTER OF SUSPENSION E-MAILED | — |
| Oct 9, 2018 | GNSL | LETTER OF SUSPENSION E-MAILED | — |
| Oct 9, 2018 | CNSL | SUSPENSION LETTER WRITTEN | — |
| Sep 14, 2018 | TEME | TEAS/EMAIL CORRESPONDENCE ENTERED | — |
| Sep 14, 2018 | CRFA | CORRESPONDENCE RECEIVED IN LAW OFFICE | — |
| Sep 14, 2018 | TROA | TEAS RESPONSE TO OFFICE ACTION RECEIVED | This event means the applicant filed a response to a USPTO Office Action — typically arguments, amendments, or evidence addressing the examiner's objections. The USPTO will review the response and either allow the mark to proceed or issue another action. |
| Mar 16, 2018 | GNRN | NOTIFICATION OF NON-FINAL ACTION E-MAILED | A non-final Office Action means the USPTO examining attorney has raised at least one issue with your trademark application but has not made a final decision. You usually have three months to respond with arguments, amendments, or evidence. Missing the deadline can abandon the application. |
| Mar 16, 2018 | GNRT | NON-FINAL ACTION E-MAILED | A non-final Office Action means the USPTO examining attorney has raised at least one issue with your trademark application but has not made a final decision. You usually have three months to respond with arguments, amendments, or evidence. Missing the deadline can abandon the application. |
| Mar 16, 2018 | CNRT | NON-FINAL ACTION WRITTEN | A non-final Office Action means the USPTO examining attorney has raised at least one issue with your trademark application but has not made a final decision. You usually have three months to respond with arguments, amendments, or evidence. Missing the deadline can abandon the application. |
| Mar 14, 2018 | DOCK | ASSIGNED TO EXAMINER | — |
| Dec 14, 2017 | MDSC | NOTICE OF DESIGN SEARCH CODE E-MAILED | — |
| Dec 13, 2017 | NWOS | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | — |
| Dec 5, 2017 | NWAP | NEW APPLICATION ENTERED | — |