Trademark: 78377564
Status Date
Tuesday, June 13, 2017
Registration Number
3234226
Registration Date
Tuesday, April 24, 2007
Filing Date
Wednesday, March 3, 2004
Published for Opposition
Tuesday, September 13, 2005
16 Printed instructional, educational, and teaching materials related to financial planning, namely, manuals, market reports, binder books, and notebooks on professional strategies and tactics in the field of financial advisor practice management
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 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
Jan 29, 2020
Automatic Update Of Assignment Of Ownership
Sep 25, 2019
Automatic Update Of Assignment Of Ownership
Jun 13, 2017
Notice Of Acceptance Of Sec. 8 & 9 - E-Mailed
Jun 13, 2017
Registered And Renewed (First Renewal - 10 Yrs)
Jun 13, 2017
Registered - Sec. 8 (10-Yr) Accepted/Sec. 9 Granted
Jun 13, 2017
Case Assigned To Post Registration Paralegal
Apr 24, 2017
Teas Section 8 & 9 Received
Apr 24, 2016
Courtesy Reminder - Sec. 8 (10-Yr)/Sec. 9 E-Mailed
May 16, 2013
Notice Of Acceptance Of Sec. 8 & 15 - E-Mailed
May 16, 2013
Registered - Sec. 8 (6-Yr) Accepted & Sec. 15 Ack.
May 16, 2013
Case Assigned To Post Registration Paralegal
May 8, 2013
Automatic Update Of Assignment Of Ownership
Apr 24, 2013
Teas Section 8 & 15 Received
Sep 4, 2012
Attorney/Dom.Rep.Revoked And/Or Appointed
Sep 4, 2012
Teas Revoke/App/Change Addr Of Atty/Dom Rep Received
Dec 23, 2009
Automatic Update Of Assignment Of Ownership
Dec 16, 2009
Automatic Update Of Assignment Of Ownership
Apr 24, 2007
Registered-Principal Register
Mar 8, 2007
Law Office Registration Review Completed
Mar 8, 2007
Assigned To Lie
Feb 8, 2007
Allowed Principal Register - Sou Accepted
Feb 6, 2007
Statement Of Use Processing Complete
Feb 6, 2007
Extension 2 Granted
Dec 6, 2006
Use Amendment Filed
Dec 6, 2006
Extension 2 Filed
Dec 6, 2006
Teas Extension Received
Dec 6, 2006
Teas Statement Of Use Received
Jun 22, 2006
Extension 1 Granted
Jun 6, 2006
Extension 1 Filed
Jun 6, 2006
Teas Extension Received
Dec 6, 2005
Noa Mailed - Sou Required From Applicant
Sep 13, 2005
Published For Opposition
Aug 24, 2005
Notice Of Publication
Jul 27, 2005
Law Office Publication Review Completed
Jul 15, 2005
Assigned To Lie
Jul 11, 2005
Approved For Pub - Principal Register
Jul 6, 2005
Examiner's Amendment Entered
Jul 6, 2005
Examiners Amendment E-Mailed
Jul 6, 2005
Examiners Amendment -Written
Jun 26, 2005
Assigned To Examiner
Jun 14, 2005
Amendment From Applicant Entered
May 6, 2005
Correspondence Received In Law Office
May 6, 2005
Teas Response To Office Action Received
Nov 8, 2004
Combined Examiner's Amendment/Priority Action Entered
Nov 8, 2004
Examiner's Amendment And/Or Priority Action E-Mailed
Nov 8, 2004
Examiners Amendment And/Or Priority Action - Completed
Nov 8, 2004
Assigned To Examiner
Sep 20, 2004
Assigned To Examiner
Mar 18, 2004
New Application Entered In Tram
Trademark Alertz updated from USPTO on 2030-01-24
