Trademark: 85237030
Status Date
Friday, May 17, 2019
Registration Number
4226473
Registration Date
Tuesday, October 16, 2012
Filing Date
Tuesday, February 8, 2011
Published for Opposition
Tuesday, January 17, 2012
Cancellation Date
Friday, May 17, 2019
16 Printed instructional, educational, and teaching materials related to financial planning, namely, manuals, market reports, and notebooks on professional strategies and tactics in the field of financial advisor practice management
35 Promoting financial products of others to insurance agents and financial planners; business consulting services, namely, providing business consulting services to insurance agents, financial planners and financial advisors; Marketing services, namely, providing business marketing services to insurance agents and financial planners
36 Investment advisory services; financial planning strategy services; financial analysis and consultation in the field of retirement planning and estate planning; brokerage services in the field of securities and various packaged financial products, namely, mutual funds, UITs, REITs, general equities and variable insurance products
41 Educational services, namely, providing training courses in financial planning and marketing; 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
May 17, 2019
Cancelled Sec. 8 (6-Yr)
Oct 16, 2017
Courtesy Reminder - Sec. 8 (6-Yr) E-Mailed
May 8, 2013
Automatic Update Of Assignment Of Ownership
Jan 9, 2013
Automatic Update Of Assignment Of Ownership
Oct 16, 2012
Registered-Principal Register
Sep 14, 2012
Notice Of Acceptance Of Statement Of Use E-Mailed
Sep 13, 2012
Law Office Registration Review Completed
Sep 12, 2012
Allowed Principal Register - Sou Accepted
Sep 4, 2012
Attorney/Dom.Rep.Revoked And/Or Appointed
Sep 4, 2012
Teas Revoke/App/Change Addr Of Atty/Dom Rep Received
Aug 22, 2012
Statement Of Use Processing Complete
Aug 7, 2012
Use Amendment Filed
Aug 22, 2012
Case Assigned To Intent To Use Paralegal
Aug 7, 2012
Teas Statement Of Use Received
Mar 13, 2012
Noa E-Mailed - Sou Required From Applicant
Jan 17, 2012
Official Gazette Publication Confirmation E-Mailed
Jan 17, 2012
Published For Opposition
Dec 28, 2011
Notification Of Notice Of Publication E-Mailed
Dec 9, 2011
Law Office Publication Review Completed
Dec 8, 2011
Assigned To Lie
Nov 16, 2011
Approved For Pub - Principal Register
Nov 16, 2011
Examiner's Amendment Entered
Nov 16, 2011
Notification Of Examiners Amendment E-Mailed
Nov 16, 2011
Examiners Amendment E-Mailed
Nov 16, 2011
Examiners Amendment -Written
May 18, 2011
Notification Of Non-Final Action E-Mailed
May 18, 2011
Non-Final Action E-Mailed
May 18, 2011
Non-Final Action Written
May 9, 2011
Assigned To Examiner
Feb 11, 2011
New Application Office Supplied Data Entered In Tram
Feb 11, 2011
New Application Entered In Tram
Trademark Alertz updated from USPTO on 2030-01-24
