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 Captial 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
View this TTAB Proceeding at USPTO

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