This Concurrent Use was filed at the USPTO Trademark Trial and Appeal Board (TTAB) on February 24, 2021 and assigned serial number 94003004 by the TTAB.

Plaintiff:
Carroll Financial Associates, Inc. represented by LUCY JEWETT WHEATLEY of MCGUIREWOODS LLP.
Trademark Information: TRUST MATTERS – US Trademark Serial Number 88537206
View Trademark Status at USPTO
View Trademark Documents at USPTO

Plaintiff:
Correct Capital Wealth Management, LLC represented by DAVID H CHERVITZ of .
Trademark Information: TRUST MATTERS – US Trademark Serial Number 88393944
View Trademark Status at USPTO
View Trademark Documents at USPTO

Prosecution History:
February 24, 2021 – NOTICE AND TRIAL DATES SENT; ANSWER DUE:
February 24, 2021 – INSTITUTED
April 05, 2021 – ANSWER
June 04, 2021 – P MOT TO SUSP W/ CONSENT PEND SETTL NEGOTIATIONS
June 09, 2021 – SUSPENDED
August 03, 2021 – P MOT TO SUSP W/ CONSENT PEND SETTL NEGOTIATIONS
September 30, 2021 – SUSPENDED
September 30, 2021 – P MOT TO SUSP W/ CONSENT PEND SETTL NEGOTIATIONS
November 30, 2021 – P MOT TO SUSP W/ CONSENT PEND SETTL NEGOTIATIONS
January 27, 2022 – SUSPENDED
February 22, 2022 – P MOT TO SUSP W/ CONSENT PEND SETTL NEGOTIATIONS
April 12, 2022 – SUSPENDED
May 02, 2022 – D RESP TO BD ORDER/INQUIRY
May 22, 2023 – RESPONSE DUE 30 DAYS (DUE DATE)
May 22, 2023 – RESPONSE DUE 30 DAYS (DUE DATE)
View this TTAB Proceeding at USPTO

About Select IP
Select IP Law Corporation monitors TTAB proceedings that have been instituted. We are experts in trademark law. If you are interested in connecting with an IP law attorney or patent law attorney, please contact us via the contact form.