Trademark/Service Mark Application, Principal Register
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
The mark consists of standard characters, without claim to any particular font style, size, or color.
REGISTER
Principal
APPLICANT INFORMATION
*OWNER OF MARK
Curi Holdings, Inc.
*MAILING ADDRESS
700 Spring Forest Road, Suite 400
*CITY
Raleigh
*STATE
(Required for U.S. applicants)
North Carolina
*COUNTRY/REGION/JURISDICTION/U.S. TERRITORY
United States
*ZIP/POSTAL CODE
(Required for U.S. and certain international addresses)
27609
*EMAIL ADDRESS
XXXX
LEGAL ENTITY INFORMATION
TYPE
corporation
STATE/COUNTRY/REGION/JURISDICTION/U.S. TERRITORY OF INCORPORATION
North Carolina
GOODS AND/OR SERVICES AND BASIS INFORMATION
INTERNATIONAL CLASS
035
*IDENTIFICATION
Business succession planning; human resource analysis and consulting services; business risk management services and consultations; business
strategic planning services; business management consulting, strategic planning and business advisory services provided to the medical profession; advisory services relating to business management
and business operations; operational business assistance to enterprises; consulting in the fields of medical practice management and healthcare operations management; negotiation of business
contracts for others; analyzing and compiling business data; business data analysis services; preparing business reports; business reputation management and improvement services; business compliance
consulting in the field of regulation compliance; tracking and monitoring insurance compliance for business purposes; tax preparation
FILING BASIS
SECTION 1(b)
INTERNATIONAL CLASS
036
*IDENTIFICATION
Financial services, namely, wealth management services; investment advice; investment management; investment consultation; investment of funds
for others; financial planning and financial retirement planning and investment advisory services; financial administration of retirement plans; financial administration of company retirement plans;
financial asset management; financial risk assessment and management services; debt management and advisory services; private placements of private equity funds for others; private equity consultant
services; management of private equity funds; investment management in the field of private equity; private credit and loan services; private real estate investment services; equity capital
investment; estate planning; fiduciary representative services; insurance services, namely, underwriting, issuing policies for and administration of medical professional liability insurance,
regulatory and compliance liability insurance, and cyber liability insurance; insurance risk management; insurance brokerage and agency services; insurance information and consultancy; insurance
administration; insurance claims processing and administration; risk retention group insurance brokerage, consultation, and administration services for the healthcare industry; captive insurance
brokerage, consultation, and administration services for the healthcare industry; insurance services, namely, underwriting, issuance of policies for and administration of captive insurance; savings
account services; consulting services in the employee benefit plans concerning insurance and finance; financial analysis and consultation; reinsurance underwriting; insurance services, namely,
underwriting, issuance of policies for and administration of life insurance, health insurance, accidental death and dismemberment insurance, and disability insurance
FILING BASIS
SECTION 1(b)
INTERNATIONAL CLASS
041
*IDENTIFICATION
Providing on-line non-downloadable articles in the field of finance, investments, retirement, financial planning, medical practices, health
care, health, wellness, lifestyle, and current events; education services, namely, providing non-downloadable videos and webinars in the field of mental health, wellness, healthy living and lifestyle
wellness; educational services, namely, providing online continuing medical education courses
FILING BASIS
SECTION 1(b)
INTERNATIONAL CLASS
044
*IDENTIFICATION
Wellness, well-being and health-related consulting services; providing mental health and wellness information
FILING BASIS
SECTION 1(b)
ATTORNEY INFORMATION
NAME
Molly T. Eichten
ATTORNEY DOCKET NUMBER
42067.00002
ATTORNEY BAR MEMBERSHIP NUMBER
XXX
YEAR OF ADMISSION
XXXX
U.S. STATE/ COMMONWEALTH/ TERRITORY
XX
FIRM NAME
Larkin Hoffman Daly & Lindgren Ltd.
INTERNAL ADDRESS
Suite 1000
STREET
8300 Norman Center Drive
CITY
Minneapolis
STATE
Minnesota
COUNTRY/REGION/JURISDICTION/U.S. TERRITORY
United States
ZIP/POSTAL CODE
55437-1060
PHONE
952-896-1545
EMAIL ADDRESS
ipgroup@larkinhoffman.com
OTHER APPOINTED ATTORNEY
Thomas J. Oppold and Craig J. Lervick and Todd R. Fronek
CORRESPONDENCE INFORMATION
NAME
Molly T. Eichten
PRIMARY EMAIL ADDRESS FOR CORRESPONDENCE
ipgroup@larkinhoffman.com
SECONDARY EMAIL ADDRESS(ES) (COURTESY COPIES)
NOT PROVIDED
FEE INFORMATION
APPLICATION FILING OPTION
TEAS Standard
NUMBER OF CLASSES
4
APPLICATION FOR REGISTRATION PER CLASS
275
*TOTAL FEES DUE
1100
*TOTAL FEES PAID
1100
SIGNATURE INFORMATION
SIGNATURE
/David P. Sousa/
SIGNATORY'S NAME
David Sousa
SIGNATORY'S POSITION
Chief Legal Officer
SIGNATORY'S PHONE NUMBER
919-878-7609
DATE SIGNED
10/14/2020
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
Serial Number:90254738
Filing Date:10/14/2020
To the Commissioner for Trademarks:
MARK: MEDICINE, BUSINESS & LIFE (Standard Characters, see mark)
The literal element of the mark consists of MEDICINE, BUSINESS & LIFE. The mark consists of standard characters, without claim to any particular font style, size, or color.
The applicant, Curi Holdings, Inc., a corporation of North Carolina, having an address of
700 Spring Forest Road, Suite 400
Raleigh, North Carolina 27609
United States
XXXX
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:
International Class 035: Business succession planning; human resource analysis and consulting services; business risk management services and consultations; business strategic planning
services; business management consulting, strategic planning and business advisory services provided to the medical profession; advisory services relating to business management and business
operations; operational business assistance to enterprises; consulting in the fields of medical practice management and healthcare operations management; negotiation of business contracts for others;
analyzing and compiling business data; business data analysis services; preparing business reports; business reputation management and improvement services; business compliance consulting in the
field of regulation compliance; tracking and monitoring insurance compliance for business purposes; tax preparation
Intent to Use: The applicant has a bona fide intention, and is entitled, to use the mark in commerce on or in connection with the identified goods/services.
International Class 036: Financial services, namely, wealth management services; investment advice; investment management; investment consultation; investment of funds for others; financial
planning and financial retirement planning and investment advisory services; financial administration of retirement plans; financial administration of company retirement plans; financial asset
management; financial risk assessment and management services; debt management and advisory services; private placements of private equity funds for others; private equity consultant services;
management of private equity funds; investment management in the field of private equity; private credit and loan services; private real estate investment services; equity capital investment; estate
planning; fiduciary representative services; insurance services, namely, underwriting, issuing policies for and administration of medical professional liability insurance, regulatory and compliance
liability insurance, and cyber liability insurance; insurance risk management; insurance brokerage and agency services; insurance information and consultancy; insurance administration; insurance
claims processing and administration; risk retention group insurance brokerage, consultation, and administration services for the healthcare industry; captive insurance brokerage, consultation, and
administration services for the healthcare industry; insurance services, namely, underwriting, issuance of policies for and administration of captive insurance; savings account services; consulting
services in the employee benefit plans concerning insurance and finance; financial analysis and consultation; reinsurance underwriting; insurance services, namely, underwriting, issuance of policies
for and administration of life insurance, health insurance, accidental death and dismemberment insurance, and disability insurance
Intent to Use: The applicant has a bona fide intention, and is entitled, to use the mark in commerce on or in connection with the identified goods/services.
International Class 041: Providing on-line non-downloadable articles in the field of finance, investments, retirement, financial planning, medical practices, health care, health, wellness,
lifestyle, and current events; education services, namely, providing non-downloadable videos and webinars in the field of mental health, wellness, healthy living and lifestyle wellness; educational
services, namely, providing online continuing medical education courses
Intent to Use: The applicant has a bona fide intention, and is entitled, to use the mark in commerce on or in connection with the identified goods/services.
International Class 044: Wellness, well-being and health-related consulting services; providing mental health and wellness information
Intent to Use: The applicant has a bona fide intention, and is entitled, to use the mark in commerce on or in connection with the identified goods/services.
The owner's/holder's proposed attorney information: Molly T. Eichten. Other appointed attorneys are Thomas J. Oppold and Craig J. Lervick and Todd R. Fronek. Molly T. Eichten of Larkin Hoffman
Daly & Lindgren Ltd., is a member of the XX bar, admitted to the bar in XXXX, bar membership no. XXX, and the attorney(s) is located at
Suite 1000
8300 Norman Center Drive
Minneapolis, Minnesota 55437-1060
United States
952-896-1545(phone)
ipgroup@larkinhoffman.com
The docket/reference number is 42067.00002.
Molly T. Eichten submitted the following statement: The attorney of record is an active member in good standing of the bar of the highest court of a U.S. state, the District of Columbia, or any U.S.
Commonwealth or territory.
The applicant's current Correspondence Information:
Molly T. Eichten
PRIMARY EMAIL FOR CORRESPONDENCE: ipgroup@larkinhoffman.com SECONDARY EMAIL ADDRESS(ES) (COURTESY COPIES): NOT
PROVIDED
Requirement for Email and Electronic Filing: I understand that a valid email address must be maintained by the applicant owner/holder and the applicant owner's/holder's attorney, if appointed,
and that all official trademark correspondence must be submitted via the Trademark Electronic Application System (TEAS).
A fee payment in the amount of $1100 has been submitted with the application, representing payment for 4 class(es).
Declaration
Declaration Signature
Signature: /David P. Sousa/ Date: 10/14/2020
Signatory's Name: David Sousa
Signatory's Position: Chief Legal Officer
Payment Sale Number: 90254738
Payment Accounting Date: 10/14/2020
Serial Number: 90254738
Internet Transmission Date: Wed Oct 14 15:50:39 ET 2020
TEAS Stamp: USPTO/BAS-XXX.XX.XXX.XXX-202010141550394
38378-90254738-750d0a1fc61e3f1f3a819271d
f88bf72d4449fee61454f325d5f9a29f4edcd63a
60-CC-50384992-20201013171426579232