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: 90438704

Filing Date: 12/31/2020

To the Commissioner for Trademarks:

MARK: GENERATIONS TAX AND WEALTH MANAGEMENT (stylized and/or with design, see mark)
The literal element of the mark consists of GENERATIONS TAX AND WEALTH MANAGEMENT. The applicant is not claiming color as a feature of the mark. The mark consists of a stylized G design separated by a vertical bar from GENERATIONS above TAX AND WEALTH MANAGEMENT.
The applicant, Generations Tax & Wealth Management LLC, a limited liability company legally organized under the laws of Florida, having an address of
      1402 W. Fletcher Ave.
      Tampa, Florida 33612
      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:

For specific filing basis information for each item, you must view the display within the Input Table.
International Class 035:  Bookkeeping; Accountancy services; Accounting consultation; Accounting services; Payroll administration and management services; Payroll preparation; Payroll processing services; Tax preparation; Tax and taxation planning, advice, information and consultancy services; Tax consultation; Consultancy of personnel recruitment; Income tax preparation; Personnel recruitment

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 035, the mark was first used by the applicant or the applicant's related company or licensee predecessor in interest at least as early as 12/22/2020, and first used in commerce at least as early as 12/22/2020, 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) Webpage advertising services in association with trademark.

Original PDF file:
SPE0-2001569f8a5c9009d3e1 233812be7b-20201223230941 711266_._generations_tax.pdf
Converted PDF file(s) (6 pages)
Specimen File1
Specimen File2
Specimen File3
Specimen File4
Specimen File5
Specimen File6
Original PDF file:
SPE0-2001569f8a5c9009d3e1 233812be7b-20201223230941 711266_._generations_home _page.pdf
Converted PDF file(s) (8 pages)
Specimen File1
Specimen File2
Specimen File3
Specimen File4
Specimen File5
Specimen File6
Specimen File7
Specimen File8

For specific filing basis information for each item, you must view the display within the Input Table.
International Class 036:  Estate planning; Estate trust planning; Financial planning; Financial planning and investment advisory services; Financial planning consultation; Financial administration of retirement plans; Insurance brokerage; Insurance consultancy; Insurance consultation; Insurance information and consultancy; Investment advisory services; Financial asset management; Financial planning for retirement

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 12/22/2020, and first used in commerce at least as early as 12/22/2020, 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) Webpage advertising services in association with trademark.

Original PDF file:
SPE0-2001569f8a5c9009d3e1 233812be7b-20201223230941 711266_._generations_inve stment.pdf
Converted PDF file(s) (7 pages)
Specimen File1
Specimen File2
Specimen File3
Specimen File4
Specimen File5
Specimen File6
Specimen File7
Original PDF file:
SPE0-1-2001569f8a5c9009d3 e1233812be7b-202012232309 41711266_._generations_ho me_page.pdf
Converted PDF file(s) (8 pages)
Specimen File1
Specimen File2
Specimen File3
Specimen File4
Specimen File5
Specimen File6
Specimen File7
Specimen File8



Disclaimer
No claim is made to the exclusive right to use tax wealth management apart from the mark as shown.


The owner's/holder's proposed attorney information: Nyall Engfield. Nyall Engfield, is a member of the XX bar, admitted to the bar in XXXX, bar membership no. XXX, is located at
      16950 Via de Santa Fe Suite 5060-107
      Rancho Santa Fe, California 92067
      United States
      760-234-1231(phone)
      orders@trademarkraft.com
The docket/reference number is GENER-003.
Nyall Engfield 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:

Nyall Engfield

PRIMARY EMAIL FOR CORRESPONDENCE: orders@trademarkraft.com        SECONDARY EMAIL ADDRESS(ES) (COURTESY COPIES): Curtis.Raven@ceterafs.com; Roy@gtaxwealth.com 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 $450 has been submitted with the application, representing payment for 2 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 and was in use in commerce as of the filing date of the application 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 was used on or in connection with the goods/services in the application as of the application filing date; 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 and had a bona fide intention to use the mark in commerce as of the application filing date 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: /s/   Date: 12/31/2020
Signatory's Name: Nyall Engfield
Signatory's Position: Attorney of Record CA Bar
Payment Sale Number: 90438704
Payment Accounting Date: 12/31/2020

Serial Number: 90438704
Internet Transmission Date: Thu Dec 31 11:53:13 ET 2020
TEAS Stamp: USPTO/FTK-XX.XX.XXX.XXX-2020123111531300
4384-90438704-75021708d68ced482f1f10615c
c619d16b1cef88dc7ee9694bd0649db8914d060-
CC-53112844-20201231115142180453