Application

PTO- 1478

Approved for use through 10/31/2024. OMB 0651-0009

U.S. Patent and Trademark Office; U.S. DEPARTMENT OF COMMERCE Under the Paperwork Reduction Act of 1995, no persons are required to respond to a collection of information unless it contains a valid OMB control number

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PTO- 1478

Approved for use through 10/31/2024. OMB 0651-0009

U.S. Patent and Trademark Office; U.S. DEPARTMENT OF COMMERCE Under the Paperwork Reduction Act of 1995, no persons are required to respond to a collection of information unless it contains a valid OMB control number

Trademark/Service Mark Application, Principal Register

Serial Number: 98091659

Filing Date: 07/19/2023

To the Commissioner for Trademarks:

MARK: ADVOCACY (stylized and/or with design, see mark)
The literal element of the mark consists of ADVOCACY. The mark consists of The stylized word "ADVOCACY" and a design of a sword intersecting the "O" in "ADVOCACY".
The applicant, Forge Consulting, LLC, a limited liability company legally organized under the laws of New York, having an address of
      3350 Riverwood Parkway, Suite GL28
      Atlanta, Georgia 30339
      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 036:  Financial and wealth management services, namely, designing financial, fiduciary, and insurance planning and analysis in connection with the settlement of legal claims, including qualified and non-qualified annuities; coordination of trustee services; financial, fiduciary, and trust planning with appropriate legal counsel; financial, fiduciary, and insurance planning services for disabled and non-disabled individuals and their families in need of insurance, financial and trust planning; traditional wealth management and trust planning to ensure long-term financial stability; financial, insurance, and fiduciary planning and analysis in connection with the settlement of legal claims and planning focused on supporting the disabled community and their financial and healthcare needs; and financial and insurance planning and fiduciary services to help individuals, with or without a disability, and families achieve their financial and insurance planning objectives through qualified and on-qualified annuities, fiduciary and trust services, and financial and wealth management planning

In International Class 036, the mark was first used by the applicant or the applicant's related company or licensee or predecessor in interest at least as early as 01/01/2007, and first used in commerce at least as early as 01/01/2007, 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) Screenshots of websites.

Original PDF file:
SPE0-5075187138-202307191 12119035967_._Advocacy_Tr ust.pdf
Converted PDF file(s) (6 pages)
Specimen File1
Specimen File2
Specimen File3
Specimen File4
Specimen File5
Specimen File6
Original PDF file:
SPE0-5075187138-202307191 12119035967_._Wealth_Mana gement_-_Advocacy_Wealth_ Screenshot.pdf
Converted PDF file(s) (4 pages)
Specimen File1
Specimen File2
Specimen File3
Specimen File4
Original PDF file:
SPE0-5075187138-202307191 12119035967_._Advocacy_Tr ust_-_Structured_Settleme nts.pdf
Converted PDF file(s) (1 page)
Specimen File1
Original PDF file:
SPE0-5075187138-202307191 12119035967_._Advocacy_Tr ust_-_Estate_Administrati on.pdf
Converted PDF file(s) (1 page)
Specimen File1
Original PDF file:
SPE0-5075187138-202307191 12119035967_._Advocacy_Tr ust_-_Trust_Administratio n.pdf
Converted PDF file(s) (1 page)
Specimen File1
Original PDF file:
SPE0-5075187138-202307191 12119035967_._Advocacy_We alth_-_Wealth_Management.pdf
Converted PDF file(s) (1 page)
Specimen File1
Webpage URL: http://www.advocacywealth.com/
Webpage Date of Access: 07/10/2023
Webpage URL: http://www.advocacytrust.com/
Webpage Date of Access: 07/19/2023



Claim of Active Prior Registration(s)
The applicant claims ownership of active prior U.S. Registration Number(s) 4099705.


The owner's/holder's proposed attorney information: Ellen S. Simpson. Other appointed attorneys are Robert P. Simpson; Adelina E. Simpson. Ellen S. Simpson of Simpson & Simpson PLLC, is a member of the XX bar, admitted to the bar in XXXX, bar membership no. XXX, and the attorney(s) is located at
      5555 Main Street
      Buffalo, New York 14221
      United States
      716-626-1564(phone)
      7166260366(fax)
      trademarkefs@idealawyers.com
The docket/reference number is FORS111US.
Ellen S. Simpson 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:

Ellen S. Simpson

PRIMARY EMAIL FOR CORRESPONDENCE: trademarkefs@idealawyers.com        SECONDARY EMAIL ADDRESS(ES) (COURTESY COPIES): esimpson@idealawyers.com; asimpson@idealawyers.com; trademarkdocket@idealawyers.com; dbonvissuto@idealawyers.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 $350 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 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: /Ellen S. Simpson/   Date: 07/19/2023
Signatory's Name: Ellen S. Simpson
Signatory's Position: Attorney of Record
Signatory's Phone Number: 716-626-1564
Signature method: Signed directly within the form
Payment Sale Number: 98091659
Payment Accounting Date: 07/19/2023

Serial Number: 98091659
Internet Transmission Date: Wed Jul 19 11:52:25 ET 2023
TEAS Stamp: USPTO/BAS-XX.XX.XXX.XXX-2023071911522682
1817-98091659-8601caac457e04e59c69101b41
55e921a5326b42eab3ab9b54fa4a38fc829-CC-5
2257039-20230719112119035967