What class is the A FAMILY OFFICE APPROACH TO WEALTH MANAGEMENT trademark registered in?

The A FAMILY OFFICE APPROACH TO WEALTH MANAGEMENT trademark is registered in Class 036 (Insurance, financial & real estate services).

What is the serial number for A FAMILY OFFICE APPROACH TO WEALTH MANAGEMENT?

The USPTO serial number for A FAMILY OFFICE APPROACH TO WEALTH MANAGEMENT is 88104955.

What is the registration number for A FAMILY OFFICE APPROACH TO WEALTH MANAGEMENT?

A FAMILY OFFICE APPROACH TO WEALTH MANAGEMENT is registered under USPTO registration number 5688038.

AFA

USPTO Trademark Record

REGISTERED

A FAMILY OFFICE APPROACH TO WEALTH MANAGEMENT

SN 88104955·Reg 5688038·Filed Sep 05, 2018

Owner Autumn Lane Advisors

Financial, monetary and banking services; insurance services; real estate services.

A FAMILY OFFICE APPROACH TO WEALTH MANAGEMENT (Serial No. 88104955), Registration No. 5688038, is a registered US trademark filed on Sep 05, 2018 by Autumn Lane Advisors. This trademark covers Class 036 (Insurance, financial & real estate services).

Section 8/9 declaration window: February 26, 2029

Mark Intelligence

A FAMILY OFFICE APPROACH TO WEALTH MANAGEMENT (Reg. #5688038) is a registered US trademark that has been protecting its owner, Autumn Lane Advisors, since 2018. The mark covers Class 036 (Insurance, financial & real estate services). Goods and services include Financial, monetary and banking services; insurance services; real estate services..

FILED

Sep 05, 2018

SERIAL

88104955

REG#

5688038

REGISTERED

Feb 26, 2019

Owner

Applicant

Autumn Lane Advisors

Entity

LLC

State

Address

7500 San Felipe, Suite 1030, Houston, TX, 77063

Country

Attorney

NameCathryn A. Berryman

Law firm

Cathryn A. Berryman WINSTEAD PC

Docket

57787-K001US

Address

2728 N. Harwood Street, Suite 500, Dallas, TX 75201, United States

Get pre-filing clearance

AI attorney analyzes your proposed mark against USPTO — Go/No-Go verdict, class-by-class risks, and strategy recommendations.

Run clearance

Filing Information

StatusREGISTERED

Filing DateSep 05, 2018

Serial Number88104955

Registration No.5688038

Registration DateFeb 26, 2019

Status DateOct 11, 2024

Next RenewalFebruary 26, 2029

Mark TypeStandard characters

Attorney Docket57787-K001US

Status DescriptionLive and registered, Section 8 accepted

Filing Signals

FILED

2018

YEARS AGO

CLASSES

MADRID FILINGS

—

Search 14M+ trademarks

Free USPTO lookups by name, owner, or serial number. No account needed.

Search now

Full Goods & Services

CLASSES

OFFICE

USPTO

COUNTRY

Class 036Insurance, financial & real estate services

US codes: 100, 101, 102

First use anywhere: Aug 27, 2018

First use in commerce: Aug 27, 2018

Financial, monetary and banking services; insurance services; real estate services.

This description is as filed with the USPTO and defines the scope of trademark protection.

Status History

21 events

TEAS CHANGE OF OWNER ADDRESS RECEIVED

Apr 21, 2026

TEAS CHANGE OF OWNER ADDRESS RECEIVED

APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED

Apr 21, 2026

APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED

TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED

Apr 21, 2026

TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED

ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED

Apr 21, 2026

ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED

TEAS CHANGE OF CORRESPONDENCE RECEIVED

Apr 21, 2026

TEAS CHANGE OF CORRESPONDENCE RECEIVED

CASE ASSIGNED TO POST REGISTRATION PARALEGAL

Oct 11, 2024

CASE ASSIGNED TO POST REGISTRATION PARALEGAL

REGISTERED - SEC. 8 (6-YR) ACCEPTED

Oct 11, 2024

REGISTERED - SEC. 8 (6-YR) ACCEPTED

NOTICE OF ACCEPTANCE OF SEC. 8 - E-MAILED

Oct 11, 2024

NOTICE OF ACCEPTANCE OF SEC. 8 - E-MAILED

TEAS SECTION 8 RECEIVED

Feb 27, 2024

TEAS SECTION 8 RECEIVED

COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED

Feb 26, 2024

COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED

REGISTERED-SUPPLEMENTAL REGISTER

Feb 26, 2019

REGISTERED-SUPPLEMENTAL REGISTER

LAW OFFICE PUBLICATION REVIEW COMPLETED

Jan 23, 2019

LAW OFFICE PUBLICATION REVIEW COMPLETED

ASSIGNED TO LIE

Jan 14, 2019

ASSIGNED TO LIE

APPROVED FOR REGISTRATION SUPPLEMENTAL REGISTER

Dec 18, 2018

APPROVED FOR REGISTRATION SUPPLEMENTAL REGISTER

EXAMINERS AMENDMENT -WRITTEN

Dec 17, 2018

EXAMINERS AMENDMENT -WRITTEN

EXAMINERS AMENDMENT E-MAILED

Dec 17, 2018

EXAMINERS AMENDMENT E-MAILED

NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED

Dec 17, 2018

NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED

EXAMINER'S AMENDMENT ENTERED

Dec 17, 2018

EXAMINER'S AMENDMENT ENTERED

ASSIGNED TO EXAMINER

Dec 14, 2018

ASSIGNED TO EXAMINER

NEW APPLICATION OFFICE SUPPLIED DATA ENTERED

Sep 12, 2018

NEW APPLICATION OFFICE SUPPLIED DATA ENTERED

NEW APPLICATION ENTERED

Sep 08, 2018

NEW APPLICATION ENTERED

A FAMILY OFFICE APPROACH TO WEALTH MANAGEMENT

Get pre-filing clearance

Search 14M+ trademarks

Run a conflict check

Other Marks by Autumn Lane Advisors

Other Marks in Class 036 — Insurance, financial & real estate services

Other Marks by Cathryn A. Berryman

Resources

Company