Trademark: 77586978
Status Date
Thursday, November 1, 2018
Registration Number
3638394
Registration Date
Tuesday, June 16, 2009
Filing Date
Tuesday, October 7, 2008
Published for Opposition
Tuesday, March 31, 2009
9 [ Digital Media, namely, DVDs and CDs featuring financial sales and marketing techniques ]
16 [ Printed instructional, educational, and teaching materials related to financial planning, namely, manuals, market reports, binders, books, and notebooks on professional strategies and tactics in the field of financial advisor practice management; Printed instructional, educational, and teaching materials on the subject of organizing and conducting seminars or meetings; Printed instructional, educational, and teaching materials for financial strategies, financial programs, and financial seminars; and Newsletters in the field of financial services ]
35 [ Consulting services for professionals, namely, business management consulting services for financial advisors and financial planners; consulting services for professionals, namely, business marketing consulting services for financial advisors and financial planners ]
36 [ Financial strategy services for financial professionals, namely, financial analysis and consultation in the field of retirement planning and estate planning ]
41 [ Financial strategy educational programs and seminars for financial professionals in the field of financial planning and strategies; educational programs and seminars for financial professionals, namely, seminars featuring professional financial investment planning strategies, techniques, and tactics for use by financial advisors and financial planners; personal coaching services for financial professionals in the field of retirement planning and estate planning; personal coaching services for financial professionals in the field of financial investment planning strategies, techniques, and tactics; organizing and conducting seminars in the field of financial strategy programs; financial strategy programs and seminars for financial professionals; continuing education programs for financial professionals in the field of financial planning and strategies; and educational and training services in the field of business building systems for financial professionals, namely, conducting workshops and seminars in the field of business building systems for financial professionals ]
42 Providing on-line, non-downloadable, web-based software used to perform financial analysis and propose re-allocation of financial resources; Online, non-downloadable, software and database for generating customized presentation materials for use by financial professionals
In the statement, Column 1, line 1, "limited liability" should be deleted, and Corporation should be inserted
Color is not claimed as a feature of the mark.
The mark consists of a person with an electrical plug as the torso of the body.
Jan 29, 2020
Automatic Update Of Assignment Of Ownership
Sep 25, 2019
Automatic Update Of Assignment Of Ownership
Nov 1, 2018
Notice Of Acceptance Of Sec. 8 & 9 - E-Mailed
Nov 1, 2018
Registered And Renewed (First Renewal - 10 Yrs)
Nov 1, 2018
Registered - Sec. 8 (10-Yr) Accepted/Sec. 9 Granted
Oct 17, 2018
Teas Section 8 & 9 Received
Jun 16, 2018
Courtesy Reminder - Sec. 8 (10-Yr)/Sec. 9 E-Mailed
Jun 23, 2015
Notice Of Acceptance Of Sec. 8 & 15 - E-Mailed
Jun 23, 2015
Registered - Partial Sec. 8 (6-Yr) Accepted & Sec. 15 Ack.
Jun 23, 2015
Case Assigned To Post Registration Paralegal
Jun 2, 2015
Teas Section 8 & 15 Received
May 8, 2013
Automatic Update Of Assignment Of Ownership
Sep 4, 2012
Attorney/Dom.Rep.Revoked And/Or Appointed
Sep 4, 2012
Teas Revoke/App/Change Addr Of Atty/Dom Rep Received
Dec 31, 2009
Certificate Of Correction Issued
Dec 31, 2009
Case Assigned To Post Registration Paralegal
Dec 14, 2009
Teas Section 7 Request Received
Jun 16, 2009
Registered-Principal Register
Mar 31, 2009
Published For Opposition
Mar 11, 2009
Notice Of Publication
Feb 26, 2009
Law Office Publication Review Completed
Feb 26, 2009
Assigned To Lie
Feb 23, 2009
Approved For Pub - Principal Register
Feb 23, 2009
Examiner's Amendment Entered
Feb 23, 2009
Notification Of Examiners Amendment E-Mailed
Feb 23, 2009
Examiners Amendment E-Mailed
Feb 23, 2009
Examiners Amendment -Written
Jan 7, 2009
Notification Of Non-Final Action E-Mailed
Jan 7, 2009
Non-Final Action E-Mailed
Jan 7, 2009
Non-Final Action Written
Jan 7, 2009
Assigned To Examiner
Oct 11, 2008
Notice Of Design Search Code Mailed
Oct 10, 2008
New Application Entered In Tram
Trademark Alertz updated from USPTO on 2030-01-24
