Trademark: 75982817
Status Date
Friday, April 5, 2024
Registration Number
2785262
Registration Date
Tuesday, November 25, 2003
Filing Date
Thursday, October 11, 2001
Published for Opposition
Tuesday, September 2, 2003
9 house mark for a full range of publications and printed matter downloadable from the Internet, namely, newsletters, magazines, reports, guides, charts, worksheets, forms, instructional materials, educational materials, bulletins, pamphlets, and booklets in the investment, investment brokerage, asset management and financial field
16 house mark for a full range of publications and printed matter, namely, newsletters, magazines, reports, guides, charts, worksheets, forms, instructional materials, educational materials, bulletins, pamphlets, booklets, posters, and leaflets in the investment, investment brokerage, asset management and financial field
36 house mark for providing a full range of services in the investment and financial field, namely, investment brokerage, investment management, asset management, investment advice, investment consultation, financial research, banking, [ tax consultation ] administration of college savings plans, charitable fund raising, donor-advised investment of funds for charitable purposes, administration of charitable giving programs offering a variety of financial investment options, retirement planning, and variable annuities investment; and a house mark for providing a full range of electronic services via the Internet in the investment and financial field, namely, mutual fund investment, investment brokerage, investment management, asset management, investment advice, investment consultation, and financial research, banking, [ tax consultation, ] administration of college savings plans, charitable fund raising, donor-advised investment of funds for charitable purposes, administration of charitable giving programs offering a variety of financial investment options, retirement planning, financial calculators and analyzers, and variable annuities investment
In the statement of goods, class 36, "tax consultation" should be deleted.
Color is not claimed as a feature of the mark.
Jul 22, 2002
Paper Received
Nov 29, 2001
Assigned To Examiner
Jan 10, 2002
Assigned To Examiner
Jan 22, 2002
Non-Final Action Mailed
Jul 22, 2002
Correspondence Received In Law Office
Jul 22, 2002
Paper Received
Jul 22, 2002
Divisional Request Received
Jul 22, 2002
Use Amendment Filed
Aug 23, 2002
Divisional Processing Complete
Sep 17, 2002
Amendment To Use Processing Complete
Sep 18, 2002
Assigned To Examiner
Sep 21, 2002
Use Amendment Accepted
Sep 23, 2002
Final Refusal Mailed
Oct 11, 2002
Assigned To Examiner
Oct 24, 2002
Correspondence Received In Law Office
Oct 24, 2002
Paper Received
Nov 27, 2002
Approved For Pub - Principal Register
Jan 8, 2003
Notice Of Publication
Jan 28, 2003
Published For Opposition
Mar 25, 2003
Previous Allowance Count Withdrawn
Mar 26, 2003
Non-Final Action Mailed
Apr 18, 2003
Examiners Amendment Mailed
Apr 22, 2003
Approved For Pub - Principal Register
Aug 13, 2003
Notice Of Publication
Sep 2, 2003
Published For Opposition
Nov 25, 2003
Registered-Principal Register
Mar 26, 2004
Teas Change Of Correspondence Received
Aug 5, 2008
Case File In Ticrs
Nov 24, 2009
Paper Received
Nov 24, 2009
Registered - Sec. 8 (6-Yr) & Sec. 15 Filed
Nov 24, 2009
Registered - Sec. 8 (6-Yr) & Sec. 15 Filed
Mar 17, 2010
Case Assigned To Post Registration Paralegal
Mar 19, 2010
Registered - Sec. 8 (6-Yr) Accepted & Sec. 15 Ack.
Jun 26, 2011
Teas Section 7 Request Received
Jul 1, 2011
Case Assigned To Post Registration Paralegal
Jul 2, 2011
Amendment Under Section 7 - Processed
Sep 25, 2013
Teas Section 8 & 9 Received
Sep 25, 2013
Registered - Combined Section 8 (10-Yr) & Sec. 9 Filed
Sep 26, 2013
Case Assigned To Post Registration Paralegal
Sep 26, 2013
Registered - Sec. 8 (10-Yr) Accepted/Sec. 9 Granted
Sep 26, 2013
Registered And Renewed (First Renewal - 10 Yrs)
Sep 26, 2013
Notice Of Acceptance Of Sec. 8 & 9 - Mailed
Apr 12, 2016
Teas Revoke/App/Change Addr Of Atty/Dom Rep Received
Apr 12, 2016
Attorney/Dom.Rep.Revoked And/Or Appointed
Nov 17, 2017
Teas Revoke/App/Change Addr Of Atty/Dom Rep Received
Nov 17, 2017
Attorney/Dom.Rep.Revoked And/Or Appointed
Sep 18, 2019
Teas Revoke/App/Change Addr Of Atty/Dom Rep Received
Sep 18, 2019
Attorney/Dom.Rep.Revoked And/Or Appointed
Nov 25, 2022
Courtesy Reminder - Sec. 8 (10-Yr)/Sec. 9 E-Mailed
Apr 25, 2023
Teas Change Of Owner Address Received
Apr 25, 2023
Teas Revoke/App/Change Addr Of Atty/Dom Rep Received
Apr 25, 2023
Attorney/Dom.Rep.Revoked And/Or Appointed
Apr 25, 2023
Teas Change Of Correspondence Received
Apr 25, 2023
Applicant/Correspondence Changes (Non-Responsive) Entered
Nov 17, 2023
Teas Section 8 & 9 Received
Apr 5, 2024
Case Assigned To Post Registration Paralegal
Apr 5, 2024
Registered - Sec. 8 (10-Yr) Accepted/Sec. 9 Granted
Apr 5, 2024
Registered And Renewed (Second Renewal - 10 Yrs)
Apr 5, 2024
Notice Of Acceptance Of Sec. 8 & 9 - E-Mailed
Trademark Alertz updated from USPTO on 2030-01-24
