Trademark: 77743976
Status Date
Saturday, September 28, 2019
Registration Number
3826213
Registration Date
Tuesday, July 27, 2010
Filing Date
Monday, May 25, 2009
Published for Opposition
Tuesday, February 16, 2010
36 [ Advice relating to investments; Advisory services relating to credit and debit control, investment, grants and financing of loans; Annuity services, namely, account and investment administration; Brokerage services for capital investments; Capital investment consultation; Capital investment services; Equity capital investment; ] Financial administration of retirement plans; Financial advisory and consultancy services; [ Financial information and advisory services; Financial planning and investment advisory services; ] Financial planning for retirement; [ Financial planning services, namely, developing and managing charitable giving programs on behalf of wealthy individuals or families; Financial planning, namely, the creation of personalized strategies to achieve financial independence; Financial services in the nature of an investment security; 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, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; Financial services, namely, investment fund transfer and transaction services; Financial services, namely, providing an investment option available for variable annuity and variable life insurance products; Financial services, namely, savings programs for youths; ]Fund investment consultation; [ Fund investment services featuring securities offered according to previously established criteria in order to maintain a predetermined level of payments to the account holder; Fund investment services featuring the trading of an account holder's securities according to previously established criteria in order to maintain a predetermined level of payments to the account holder; Funds investment; Insurance and financial information and consultancy services; ] Investment advice; Investment advisory services; [ Investment brokerage; Investment by electronic means; Investment clubs; ] Investment consultation; Investment management; [ Investment management of and distribution of annuities; Investment management of and distribution of variable annuities; Investment of funds for others; Maintaining escrow accounts for investments; Management of a capital investment fund; Mutual funds and capital investment; On-line financial planning services; Private equity fund investment services; Providing a web site featuring personal financial information and financial advice; Providing a web site that assists financial professionals in the management of retirement accounts; ] Providing financial information [ ; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement; Providing information in insurance matters; Providing on-line financial calculators; Providing stock/securities market information; Provision of financial information; Securities trading and investing services for others via the internet ]
Mar 13, 2023
Teas Change Of Correspondence Received
Mar 13, 2023
Attorney/Dom.Rep.Revoked And/Or Appointed
Mar 13, 2023
Teas Revoke/App/Change Addr Of Atty/Dom Rep Received
Sep 28, 2019
Notice Of Acceptance Of Sec. 8 & 9 - E-Mailed
Sep 28, 2019
Registered And Renewed (First Renewal - 10 Yrs)
Sep 28, 2019
Registered - Sec. 8 (10-Yr) Accepted/Sec. 9 Granted
Sep 24, 2019
Teas Section 8 & 9 Received
Aug 21, 2019
Automatic Update Of Assignment Of Ownership
Jul 27, 2019
Courtesy Reminder - Sec. 8 (10-Yr)/Sec. 9 E-Mailed
May 22, 2019
Post Registration Action Mailed - Sec. 7
May 16, 2019
Case Assigned To Post Registration Paralegal
May 3, 2019
Teas Change Of Correspondence Received
May 3, 2019
Teas Section 7 Request Received
Jul 10, 2016
Notice Of Acceptance Of Sec. 8 & 15 - E-Mailed
Jul 9, 2016
Registered - Sec. 8 (6-Yr) Accepted & Sec. 15 Ack.
Jul 6, 2016
Teas Response To Office Action-Post Reg Received
Mar 28, 2016
Post Registration Action Mailed - Sec. 8 & 15
Mar 28, 2016
Case Assigned To Post Registration Paralegal
Jan 25, 2016
Teas Section 8 & 15 Received
Jan 25, 2016
Teas Change Of Correspondence Received
Jul 27, 2010
Registered-Principal Register
Jun 25, 2010
Notice Of Acceptance Of Statement Of Use E-Mailed
Jun 24, 2010
Law Office Registration Review Completed
Jun 24, 2010
Assigned To Lie
Jun 11, 2010
Allowed Principal Register - Sou Accepted
Jun 10, 2010
Statement Of Use Processing Complete
May 20, 2010
Use Amendment Filed
Jun 8, 2010
Case Assigned To Intent To Use Paralegal
May 20, 2010
Teas Statement Of Use Received
May 11, 2010
Noa Mailed - Sou Required From Applicant
Feb 16, 2010
Official Gazette Publication Confirmation E-Mailed
Feb 16, 2010
Published For Opposition
Jan 12, 2010
Law Office Publication Review Completed
Jan 12, 2010
Approved For Pub - Principal Register
Jan 7, 2010
Assigned To Examiner
Jan 5, 2010
Teas/Email Correspondence Entered
Jan 5, 2010
Correspondence Received In Law Office
Dec 31, 2009
Automatic Update Of Assignment Of Ownership
Dec 30, 2009
Assigned To Lie
Dec 23, 2009
Teas Response To Office Action Received
Sep 16, 2009
Notification Of Non-Final Action E-Mailed
Sep 16, 2009
Non-Final Action E-Mailed
Sep 16, 2009
Non-Final Action Written
Sep 16, 2009
Teas/Email Correspondence Entered
Sep 16, 2009
Correspondence Received In Law Office
Sep 16, 2009
Assigned To Lie
Sep 14, 2009
Teas Response To Office Action Received
Aug 24, 2009
Notification Of Non-Final Action E-Mailed
Aug 24, 2009
Non-Final Action E-Mailed
Aug 24, 2009
Non-Final Action Written
Aug 24, 2009
Assigned To Examiner
May 28, 2009
New Application Office Supplied Data Entered
May 28, 2009
New Application Entered
Trademark Alertz updated from USPTO on 2030-01-24
