Trademark: 77704290
Status Date
Wednesday, October 9, 2019
Registration Number
3819398
Registration Date
Tuesday, July 13, 2010
Filing Date
Wednesday, April 1, 2009
Published for Opposition
Tuesday, July 28, 2009
36 Financial advice; Financial advice and consultancy services; Financial advisory and consultancy services; Financial and investment services, namely, management and brokerage in the fields of stocks, bonds, options, commodities, futures and other securities, and the investment of funds of others; Financial asset management; Financial planning; Financial planning and investment advisory services; Financial planning consultation; Financial planning for retirement; Financial planning, namely, the creation of personalized strategies to achieve financial independence; Financial portfolio analysis services; Financial portfolio management; Financial services, namely, a total portfolio offering for high net worth clients consisting of both separate accounts and mutual funds for equity and fixed income investments; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement
Oct 9, 2019
Notice Of Acceptance Of Sec. 8 & 9 - E-Mailed
Oct 9, 2019
Registered And Renewed (First Renewal - 10 Yrs)
Oct 9, 2019
Registered - Sec. 8 (10-Yr) Accepted/Sec. 9 Granted
Oct 8, 2019
Teas Response To Office Action-Post Reg Received
Oct 8, 2019
Post Registration Action Mailed - Sec. 8 & 9
Oct 4, 2019
Teas Response To Office Action-Post Reg Received
Sep 24, 2019
Post Registration Action Mailed - Sec. 8 & 9
Sep 24, 2019
Case Assigned To Post Registration Paralegal
Aug 15, 2019
Teas Change Of Correspondence Received
Aug 15, 2019
Teas Section 8 & 9 Received
Jul 13, 2019
Courtesy Reminder - Sec. 8 (10-Yr)/Sec. 9 E-Mailed
Jun 20, 2016
Notice Of Acceptance Of Sec. 8 - E-Mailed
Jun 20, 2016
Registered - Sec. 8 (6-Yr) Accepted
Jun 2, 2016
Registered - Sec. 8 (6-Yr) Filed
Jun 20, 2016
Teas Response To Office Action-Post Reg Received
Jun 17, 2016
Post Registration Action Mailed - Sec. 8
Jun 16, 2016
Registered - Sec. 8 (6-Yr) Filed
Jun 16, 2016
Teas Response To Office Action-Post Reg Received
Jun 16, 2016
Post Registration Action Mailed - Sec. 8
Jun 16, 2016
Case Assigned To Post Registration Paralegal
Jun 2, 2016
Teas Section 8 Received
Jun 2, 2016
Teas Change Of Correspondence Received
Jul 13, 2015
Courtesy Reminder - Sec. 8 (6-Yr) E-Mailed
Jul 13, 2010
Registered-Principal Register
Jun 8, 2010
Notice Of Acceptance Of Statement Of Use E-Mailed
Jun 7, 2010
Law Office Registration Review Completed
Jun 6, 2010
Allowed Principal Register - Sou Accepted
May 19, 2010
Teas/Email Correspondence Entered
May 19, 2010
Correspondence Received In Law Office
May 18, 2010
Teas Response To Office Action Received
Apr 22, 2010
Notification Of Non-Final Action E-Mailed
Apr 22, 2010
Non-Final Action E-Mailed
Apr 22, 2010
Su - Non-Final Action - Written
Apr 20, 2010
Statement Of Use Processing Complete
Apr 5, 2010
Use Amendment Filed
Apr 20, 2010
Case Assigned To Intent To Use Paralegal
Apr 5, 2010
Teas Statement Of Use Received
Oct 20, 2009
Noa Mailed - Sou Required From Applicant
Jul 28, 2009
Published For Opposition
Jul 8, 2009
Notice Of Publication
Jun 25, 2009
Law Office Publication Review Completed
Jun 25, 2009
Assigned To Lie
Jun 20, 2009
Approved For Pub - Principal Register
Jun 20, 2009
Assigned To Examiner
Apr 6, 2009
New Application Office Supplied Data Entered In Tram
Apr 4, 2009
New Application Entered In Tram
Trademark Alertz updated from USPTO on 2030-01-24
