Trademark: 75530326
Status Date
Tuesday, July 31, 2001
Filing Date
Tuesday, August 4, 1998
Abandoned Date
Saturday, June 3, 2000
36 Individualized investment consulting and asset management services, namely comprehensive investment management and monitoring services; whereby a client's entire investment holding are reviewed for potential inefficiencies and recommendations made to assist in financial goal achievement; with a quarterly reporting structure to provide the data in an individualized format; individualized asset allocation and implementation services whereby each client's needs are determined and specific allocations are generated for each client and the choices of investment options implemented; investment services whereby information regarding a client's individualized situation results in the selection of a investment manager and such search and selection process is communicated to the client; investment services whereby client statements and investment accounts are reconciled for accuracy and analyzed; investment evaluation services, namely investment advice and consultation regarding the evaluation of investment performance and comparison of said performance against client-relevant benchmark indices and managed peer groups; and investment management services whereby investment activity and information is communicated to the investor
Jul 31, 2001
Abandonment - Failure To Respond Or Late Response
Jul 27, 2001
Assigned To Examiner
Nov 21, 2000
Continuation Of Final Refusal Mailed
Oct 19, 2000
Jurisdiction Restored To Examining Attorney
Oct 18, 2000
Exparte Appeal Terminated
Oct 19, 2000
Jurisdiction Restored To Examining Attorney
Jun 2, 2000
Correspondence Received In Law Office
Dec 3, 1999
Final Refusal Mailed
Oct 12, 1999
Correspondence Received In Law Office
Apr 12, 1999
Non-Final Action Mailed
Mar 30, 1999
Assigned To Examiner
Mar 25, 1999
Assigned To Examiner
Trademark Alertz updated from USPTO on 2030-01-24
