Trademark: 77749902
Status Date
Monday, March 15, 2021
Registration Number
3809398
Registration Date
Tuesday, June 29, 2010
Filing Date
Tuesday, June 2, 2009
Published for Opposition
Tuesday, April 13, 2010
36 Financial services, namely, financial consultation, financial planning, financial portfolio management, investment of funds for others, financial and investment information management for others, and management of capital investment funds, hedge funds, private equity funds and other collective investment vehicles; investment consultation; investment management and advisory services for discretionary and non-discretionary domestic and foreign accounts for high net worth individuals, corporations, partnerships, limited liability companies, charitable institutions, trusts and estates; investment supervisory services in connection with open architecture programs, namely, financial planning, conducting financial reviews, investment advice, asset allocation, and financial analysis and consultation; trust services, namely, investment services; estate planning; bill payment services; administration of employee benefit plans
35 Accounting services; tax and taxation planning, advice, information and consultancy services; tax preparation and filing services; personal budget preparation; business management and advice; human resources consultation
Mar 15, 2021
Notice Of Acceptance Of Sec. 8 & 9 - E-Mailed
Mar 15, 2021
Registered And Renewed (First Renewal - 10 Yrs)
Mar 15, 2021
Registered - Sec. 8 (10-Yr) Accepted/Sec. 9 Granted
Mar 15, 2021
Case Assigned To Post Registration Paralegal
Dec 3, 2020
Teas Section 8 & 9 Received
Oct 27, 2020
Notice Of Suit
Apr 23, 2020
Notice Of Suit
Mar 6, 2019
Automatic Update Of Assignment Of Ownership
Jun 7, 2017
Notice Of Suit
Jun 7, 2017
Notice Of Suit
Jun 6, 2017
Notice Of Suit
Jun 6, 2017
Notice Of Suit
Apr 5, 2017
Review Of Correspondence Complete - Address Updated
Jan 31, 2017
Correspondence Received In Law Office
Dec 13, 2016
Notice Of Suit
Dec 13, 2016
Notice Of Suit
Aug 30, 2016
Notice Of Acceptance Of Sec. 8 & 15 - Mailed
Aug 30, 2016
Registered - Sec. 8 (6-Yr) Accepted & Sec. 15 Ack.
Aug 30, 2016
Case Assigned To Post Registration Paralegal
Jun 17, 2016
Teas Section 8 & 15 Received
Dec 20, 2012
Applicant/Correspondence Changes (Non-Responsive) Entered
Dec 20, 2012
Teas Change Of Owner Address Received
Jun 29, 2010
Registered-Principal Register
Apr 13, 2010
Published For Opposition
Mar 24, 2010
Notice Of Publication
Mar 8, 2010
Law Office Publication Review Completed
Mar 8, 2010
Assigned To Lie
Feb 17, 2010
Approved For Pub - Principal Register
Feb 16, 2010
Teas/Email Correspondence Entered
Feb 12, 2010
Correspondence Received In Law Office
Feb 12, 2010
Teas Response To Office Action Received
Sep 2, 2009
Non-Final Action Mailed
Sep 2, 2009
Non-Final Action Written
Sep 2, 2009
Assigned To Examiner
Jun 5, 2009
New Application Office Supplied Data Entered In Tram
Jun 5, 2009
New Application Entered In Tram
Trademark Alertz updated from USPTO on 2030-01-24
