Trademark: 76223561
Status Date
Monday, February 27, 2023
Registration Number
2627667
Registration Date
Tuesday, October 1, 2002
Filing Date
Tuesday, March 13, 2001
Published for Opposition
Tuesday, July 9, 2002
36 BROKER DEALER AND INSURANCE SERVICES, NAMELY, OFFERING ANNUITIES AND LIFE INSURANCE; [ MUTUAL FUND BROKERAGE; STOCK BROKERAGE OF STOCKS LISTED ON A STOCK EXCHANGE AND OVER-THE-COUNTER STOCKS; SECURITIES BROKERAGE FOR BONDS, FIXED INCOME MUTUAL FUNDS AND U.S. TREASURY SECURITIES; ] INVESTMENT ADVISORY SERVICES; INVESTMENT SERVICES IN THE FIELD OF SELF-DIRECTED INDIVIDUAL RETIREMENT ACCOUNTS; FINANCIAL SERVICES, NAMELY, [ AUTOMATED SWEEP-ACCOUNT SERVICES ENABLING CUSTOMERS TO PERIODICALLY TRANSFER DEPOSIT ACCOUNT FUNDS TO AN INVESTMENT ACCOUNT; FINANCIAL SERVICES IN THE FIELD OF MONEY MARKETS; INVESTMENT MANAGEMENT SERVICES IN CONNECTION WITH INDIVIDUAL MANAGED ACCOUNTS; DETAILED FINANCIAL PLANNING; FINANCIAL RESEARCH SERVICES; PROVIDING INFORMATION REGARDING FINANCIAL INSTITUTION REGULATORY COMPLIANCE; ] AND PROVIDING CUSTOMIZED INVESTMENT PORTFOLIOS IN THE FORM OF WRAP ACCOUNTS AND PROFESSIONALLY MANAGED ACCOUNTS
Feb 27, 2023
Notice Of Acceptance Of Sec. 8 & 9 - E-Mailed
Feb 27, 2023
Registered And Renewed (Second Renewal - 10 Yrs)
Feb 27, 2023
Registered - Sec. 8 (10-Yr) Accepted/Sec. 9 Granted
Feb 27, 2023
Case Assigned To Post Registration Paralegal
Aug 9, 2022
Teas Section 8 & 9 Received
Oct 1, 2021
Courtesy Reminder - Sec. 8 (10-Yr)/Sec. 9 E-Mailed
Oct 3, 2012
Notice Of Acceptance Of Sec. 8 & 9 - E-Mailed
Oct 3, 2012
Registered And Renewed (First Renewal - 10 Yrs)
Oct 3, 2012
Registered - Sec. 8 (10-Yr) Accepted/Sec. 9 Granted
Oct 1, 2012
Teas Section 8 & 9 Received
Oct 4, 2011
Applicant/Correspondence Changes (Non-Responsive) Entered
Oct 4, 2011
Teas Change Of Owner Address Received
Jan 30, 2009
Registered - Sec. 8 (6-Yr) Accepted & Sec. 15 Ack.
Oct 2, 2008
Assigned To Paralegal
Sep 30, 2008
Teas Section 8 & 15 Received
Mar 20, 2008
Case File In Ticrs
Apr 18, 2005
Teas Change Of Correspondence Received
Oct 1, 2002
Registered-Principal Register
Jul 9, 2002
Published For Opposition
Jun 19, 2002
Notice Of Publication
Apr 5, 2002
Approved For Pub - Principal Register
Apr 5, 2002
Examiners Amendment Mailed
Apr 5, 2002
Previous Allowance Count Withdrawn
Feb 24, 2002
Approved For Pub - Principal Register
Nov 30, 2001
Correspondence Received In Law Office
May 31, 2001
Non-Final Action Mailed
May 23, 2001
Assigned To Examiner
May 10, 2001
Assigned To Examiner
Trademark Alertz updated from USPTO on 2030-01-24
