Who owns the MONTAG & CALDWELL trademark?

The MONTAG & CALDWELL trademark is owned by ADVOCACY WEALTH MANAGEMENT, LLC.

What class is the MONTAG & CALDWELL trademark registered in?

The MONTAG & CALDWELL trademark is registered in Class 036 (Insurance, financial & real estate services).

What is the serial number for MONTAG & CALDWELL?

The USPTO serial number for MONTAG & CALDWELL is 85188977.

What is the registration number for MONTAG & CALDWELL?

MONTAG & CALDWELL is registered under USPTO registration number 3989766.

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USPTO Trademark Record

REGISTERED

MONTAG & CALDWELL

SN 85188977·Reg 3989766·Filed Dec 02, 2010

Owner ADVOCACY WEALTH MANAGEMENT, LLC

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

MONTAG & CALDWELL (Serial No. 85188977), Registration No. 3989766, is a registered US trademark filed on Dec 02, 2010 by ADVOCACY WEALTH MANAGEMENT, LLC. This trademark covers Class 036 (Insurance, financial & real estate services).

Section 8/9 declaration window: July 07, 2031

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MONTAG & CALDWELL (Reg. #3989766) is a registered US trademark that has been protecting its owner, ADVOCACY WEALTH MANAGEMENT, LLC, since 2010. The mark covers Class 036 (Insurance, financial & real estate services). Goods and services include Financial, monetary and banking services; insurance services; real estate services.. The mark faced 1 opposition proceeding during prosecution.

FILED

Dec 02, 2010

SERIAL

85188977

REG#

3989766

REGISTERED

Jul 05, 2011

Filing Information

StatusREGISTERED

Filing DateDec 02, 2010

Serial Number85188977

Registration No.3989766

Registration DateJul 05, 2011

Status DateAug 27, 2021

Published for OppositionApr 19, 2011

Filing Basis & Declarations

Standard Characters ClaimedFiled as Use ApplicationUse Application CurrentlySection 8 AcceptedSection 15 Acknowledged

Full Goods & Services

CLASSES

OFFICE

USPTO

COUNTRY

Class 036Insurance, financial & real estate services

US codes: 100, 101, 102

First use anywhere: Nov 30, 1944

First use in commerce: Nov 30, 1944

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.

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Status History

18 events

AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP

Feb 05, 2025

AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP

CASE ASSIGNED TO POST REGISTRATION PARALEGAL

Aug 27, 2021

CASE ASSIGNED TO POST REGISTRATION PARALEGAL

REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED

Aug 27, 2021

REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED

REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)

Aug 27, 2021

REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)

NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED

Aug 27, 2021

NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED

TEAS SECTION 8 & 9 RECEIVED

May 04, 2021

TEAS SECTION 8 & 9 RECEIVED

REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.

Apr 28, 2017

REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.

NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - MAILED

Apr 28, 2017

NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - MAILED

CASE ASSIGNED TO POST REGISTRATION PARALEGAL

Apr 10, 2017

CASE ASSIGNED TO POST REGISTRATION PARALEGAL

POST REGISTRATION ACTION MAILED - SEC. 8 & 15

Apr 10, 2017

POST REGISTRATION ACTION MAILED - SEC. 8 & 15

TEAS SECTION 8 & 15 RECEIVED

Feb 09, 2017

TEAS SECTION 8 & 15 RECEIVED

REGISTERED-PRINCIPAL REGISTER

Jul 05, 2011

REGISTERED-PRINCIPAL REGISTER

PUBLISHED FOR OPPOSITION

Apr 19, 2011

PUBLISHED FOR OPPOSITION

OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED

Apr 19, 2011

OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED

ASSIGNED TO EXAMINER

Mar 09, 2011

ASSIGNED TO EXAMINER

APPROVED FOR PUB - PRINCIPAL REGISTER

Mar 09, 2011

APPROVED FOR PUB - PRINCIPAL REGISTER

NOTICE OF PSEUDO MARK MAILED

Dec 07, 2010

NOTICE OF PSEUDO MARK MAILED

NEW APPLICATION OFFICE SUPPLIED DATA ENTERED

Dec 06, 2010

NEW APPLICATION OFFICE SUPPLIED DATA ENTERED

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