Trademark: 78735176
Status Date
Saturday, May 13, 2017
Registration Number
3220789
Registration Date
Tuesday, March 20, 2007
Filing Date
Tuesday, October 18, 2005
Published for Opposition
Tuesday, June 27, 2006
36 Providing financial advisory services, namely investment consultation, strategic asset allocation, financial manager selection and review, consolidated financial reporting and monitoring, cashflow planning, financial planning, retirement planning, liquidity and tax planning, risk management and asset protection, wealth transfer services, charitable planning and administration, multigenerational financial planning, coordination of financial advisors, private financial services, and estate planning services
Feb 20, 2023
Applicant/Correspondence Changes (Non-Responsive) Entered
Feb 20, 2023
Teas Change Of Correspondence Received
Feb 20, 2023
Attorney/Dom.Rep.Revoked And/Or Appointed
Feb 20, 2023
Teas Revoke/App/Change Addr Of Atty/Dom Rep Received
Feb 20, 2023
Teas Change Of Owner Address Received
Feb 15, 2023
Automatic Update Of Assignment Of Ownership
May 14, 2017
Notice Of Acceptance Of Sec. 8 & 9 - E-Mailed
May 13, 2017
Registered And Renewed (First Renewal - 10 Yrs)
May 13, 2017
Registered - Sec. 8 (10-Yr) Accepted/Sec. 9 Granted
May 13, 2017
Case Assigned To Post Registration Paralegal
Mar 20, 2017
Teas Section 8 & 9 Received
Sep 16, 2016
Attorney/Dom.Rep.Revoked And/Or Appointed
Sep 16, 2016
Teas Revoke/App/Change Addr Of Atty/Dom Rep Received
Mar 20, 2016
Courtesy Reminder - Sec. 8 (10-Yr)/Sec. 9 E-Mailed
Jan 27, 2016
Automatic Update Of Assignment Of Ownership
Jul 15, 2013
Post Registration Action Mailed No Response Required
Sep 27, 2012
Paper Received
Apr 21, 2012
Notice Of Acceptance Of Sec. 8 & 15 - E-Mailed
Apr 20, 2012
Registered - Sec. 8 (6-Yr) Accepted & Sec. 15 Ack.
Apr 19, 2012
Case Assigned To Post Registration Paralegal
Apr 2, 2012
Teas Section 8 & 15 Received
Mar 20, 2007
Registered-Principal Register
Feb 7, 2007
Law Office Registration Review Completed
Feb 7, 2007
Assigned To Lie
Jan 5, 2007
Allowed Principal Register - Sou Accepted
Dec 16, 2006
Statement Of Use Processing Complete
Oct 30, 2006
Use Amendment Filed
Oct 30, 2006
Teas Statement Of Use Received
Sep 19, 2006
Noa Mailed - Sou Required From Applicant
Jun 27, 2006
Published For Opposition
Jun 7, 2006
Notice Of Publication
May 10, 2006
Law Office Publication Review Completed
May 5, 2006
Assigned To Lie
Apr 21, 2006
Approved For Pub - Principal Register
Apr 21, 2006
Assigned To Examiner
Oct 25, 2005
New Application Entered
Trademark Alertz updated from USPTO on 2030-01-24
