TEAS Plus New Application

Under the Paperwork Reduction Act of 1995 no persons are required to respond to a collection of information unless it displays a valid OMB control number. PTO Form 1478 (Rev 09/2006)

OMB No. 0651-0009 (Exp 02/28/2021)

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Under the Paperwork Reduction Act of 1995 no persons are required to respond to a collection of information unless it displays a valid OMB control number. PTO Form 1478 (Rev 09/2006)

OMB No. 0651-0009 (Exp 02/28/2021)

Trademark/Service Mark Application, Principal Register

TEAS Plus Application

Serial Number: 88505983

Filing Date: 07/09/2019

To the Commissioner for Trademarks:

MARK: LAKESHORE WEALTH STRATEGIES (stylized and/or with design, see mark)

The mark in your application is LAKESHORE WEALTH STRATEGIES.
The color(s) gray, blue and white is/are claimed as a feature of the mark. The mark consists of the word LAKESHORE in white above the words WEALTH STRATEGIES in white, both on a gray background, a stylized image of a city skyline above the word LAKESHORE, and a stylized image in three shades of blue, depicting waves on a lake below the words WEALTH STRATEGIES.
The applicant, The Penn Mutual Life Insurance Company, a corporation of Pennsylvania, having an address of
      600 Dresher Road
      Horsham, Pennsylvania 19044
      United States

requests registration of the trademark/service mark identified above in the United States Patent and Trademark Office on the Principal Register established by the Act of July 5, 1946 (15 U.S.C. Section 1051 et seq.), as amended, for the following:

For specific filing basis information for each item, you must view the display within the Input Table.
       International Class 036:  Insurance agencies

Use in Commerce: The applicant is using the mark in commerce on or in connection with the identified goods/services. The applicant attaches, or will later submit, one specimen as a JPG/PDF image file showing the mark as used in commerce on or in connection with any item in the class of listed goods/services, regardless of whether the mark itself is in the standard character format or is a stylized or design mark. The specimen image file may be in color, and the image must be in color if color is being claimed as a feature of the mark.

In International Class 036, the mark was first used by the applicant or the applicant's related company or licensee predecessor in interest at least as early as 06/11/2018, and first used in commerce at least as early as 06/11/2018, and is now in use in such commerce. The applicant is submitting one(or more) specimen(s) showing the mark as used in commerce on or in connection with any item in the class of listed goods/services, consisting of a(n) a screen shot of a web page showing the mark and advertising services including insurance.

Original PDF file:
SPE0-741090202-20190709140009412030_._LakeshoreanddesignSPECIMEN.pdf
Converted PDF file(s) (1 page)
Specimen File1




The applicant's current Attorney Information:
      George A. Smith, Jr. and Mary E. Bak, Cathy A. Kodroff, William Bak, Colleen Schaller, Kathleen Rigaut and Francis Coffey of Howson & Howson LLP
      Bldg. 620, Suite 210
      350 Sentry Parkway
      Blue Bell, Pennsylvania 19422
      United States
      215-540-9200(phone)
      215 540 5818(fax)
      docketing@howsoniplaw.com (authorized)
The attorney docket/reference number is PMLUSLKSH2.

The applicant's current Correspondence Information:

George A. Smith, Jr.

Howson & Howson LLP

Bldg. 620, Suite 210       350 Sentry Parkway

Blue Bell, Pennsylvania 19422

215-540-9200(phone)

215 540 5818(fax)

docketing@howsoniplaw.com;gasmith@howsoniplaw.com (authorized) E-mail Authorization: I authorize the USPTO to send e-mail correspondence concerning the application to the applicant or the applicant's attorney, or the applicant's domestic representative at the e-mail address provided in this application. I understand that a valid e-mail address must be maintained and that the applicant or the applicant's attorney must file the relevant subsequent application-related submissions via the Trademark Electronic Application System (TEAS). Failure to do so will result in the loss of TEAS Plus status and a requirement to submit an additional processing fee of $125 per international class of goods/services.

A fee payment in the amount of $225 has been submitted with the application, representing payment for 1 class(es).

Declaration

	Basis: If the applicant is filing the application based on use in commerce under 15 U.S.C. § 1051(a): The signatory believes that the applicant is the owner of the trademark/service mark sought to be registered; The mark is in use in commerce on or in connection with the goods/services in the application; The specimen(s) shows the mark as used on or in connection with the goods/services in the application; and To the best of the signatory's knowledge and belief, the facts recited in the application are accurate. AND/OR If the applicant is filing the application based on an intent to use the mark in commerce under 15 U.S.C. § 1051(b), § 1126(d), and/or § 1126(e): The signatory believes that the applicant is entitled to use the mark in commerce; The applicant has a bona fide intention to use the mark in commerce on or in connection with the goods/services in the application; and To the best of the signatory's knowledge and belief, the facts recited in the application are accurate.
	To the best of the signatory's knowledge and belief, no other persons, except, if applicable, concurrent users, have the right to use the mark in commerce, either in the identical form or in such near resemblance as to be likely, when used on or in connection with the goods/services of such other persons, to cause confusion or mistake, or to deceive.
	To the best of the signatory's knowledge, information, and belief, formed after an inquiry reasonable under the circumstances, the allegations and other factual contentions made above have evidentiary support.
	The signatory being warned that willful false statements and the like are punishable by fine or imprisonment, or both, under 18 U.S.C. § 1001, and that such willful false statements and the like may jeopardize the validity of the application or submission or any registration resulting therefrom, declares that all statements made of his/her own knowledge are true and all statements made on information and belief are believed to be true.

Declaration Signature

Signature: /fbest/   Date: 07/09/2019
Signatory's Name: Franklin L. Best, Jr.
Signatory's Position: Vice President, General Counsel Insurance Operations and Corporate Secretary
Signatory's Phone Number: 215-956-7754
Payment Sale Number: 88505983
Payment Accounting Date: 07/10/2019

Serial Number: 88505983
Internet Transmission Date: Tue Jul 09 15:44:06 EDT 2019
TEAS Stamp: USPTO/FTK-XX.XXX.X.XXX-20190709154406130
344-88505983-620819896bda60b8b1e567b01ef
6f154996f21bd3443e2c7e3db6cbe5fe13a3-DA-
2339-20190709140009412030