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LENOX ADVISORS

Status

Registered

Status Code

800

Status Date

Thursday, September 22, 2022

Serial Number

85268006

Registration Number

4117333

Registration Date

Tuesday, March 27, 2012

Mark Type

4000

Filing Date

Wednesday, March 16, 2011

Published for Opposition

Tuesday, January 10, 2012

Trademark Owner History

Lenox Advisors, Inc. - Original Registrant

Classifications

41 [ Educational services, namely, conducting employee seminars on the subject of group health insurance ]

36 Financial planning services and brokerage of insurance, mutual funds, annuities and other financial and insurance products, to wit - (1) insurance brokerage of life insurance, namely, survivorship life insurance, term life insurance, universal life insurance, variable universal life insurance, whole life insurance, group universal life insurance, group variable universal life insurance, BOLI/COLI; disability insurance; long term care insurance; property and casualty insurance, namely, automobile and home insurance; group benefits insurance, namely, group health insurance, long term disability insurance, short term disability insurance, dental insurance, flexible spending accounts, life insurance, vision plans, section 125 plans; (2) providing financial planning services, namely, fee based financial planning, asset allocation modeling, cash flow modeling, consolidated balance sheet preparation, deferred compensation elections, estate planning review, stock options planning, wealth management system; (3) brokerage of investment planning, namely, mutual funds, portfolio analysis, performance reporting, hedging strategies, tax efficiency analysis, 529 college savings plans; (4) brokerage of retirement planning, namely, IRA's, 401k's, tax deferred annuities, deferred compensation programs, alternate pension programs; and (5) providing estate planning services, namely, gift and estate tax strategies, multi-generational planning, asset valuation discount techniques, charitable planning, asset protection, trusts

35 Business planning services, namely, succession planning, executive benefits, executive compensation, family transfer issues, buyout agreement funding, carveout programs

"ADVISORS"

Trademark Events

Sep 22, 2022

Notice Of Acceptance Of Sec. 8 & 9 - E-Mailed

Sep 22, 2022

Registered And Renewed (First Renewal - 10 Yrs)

Sep 22, 2022

Registered - Sec. 8 (10-Yr) Accepted/Sec. 9 Granted

Sep 22, 2022

Case Assigned To Post Registration Paralegal

Mar 28, 2022

Teas Section 8 & 9 Received

Mar 27, 2021

Courtesy Reminder - Sec. 8 (10-Yr)/Sec. 9 E-Mailed

Apr 5, 2018

Notice Of Acceptance Of Sec. 8 & 15 - E-Mailed

Apr 5, 2018

Registered - Partial Sec. 8 (6-Yr) Accepted & Sec. 15 Ack.

Apr 5, 2018

Case Assigned To Post Registration Paralegal

Mar 27, 2018

Teas Section 8 & 15 Received

Mar 27, 2017

Courtesy Reminder - Sec. 8 (6-Yr) E-Mailed

Feb 8, 2017

Attorney/Dom.Rep.Revoked And/Or Appointed

Feb 8, 2017

Teas Revoke/App/Change Addr Of Atty/Dom Rep Received

Jan 25, 2017

Assignment Of Ownership Not Updated Automatically

Jul 10, 2013

Assignment Of Ownership Not Updated Automatically

Mar 29, 2012

Attorney/Dom.Rep.Revoked And/Or Appointed

Mar 29, 2012

Teas Revoke/App/Change Addr Of Atty/Dom Rep Received

Mar 27, 2012

Registered-Principal Register

Jan 10, 2012

Official Gazette Publication Confirmation E-Mailed

Jan 10, 2012

Published For Opposition

Dec 21, 2011

Notification Of Notice Of Publication E-Mailed

Dec 6, 2011

Law Office Publication Review Completed

Dec 6, 2011

Assigned To Lie

Nov 16, 2011

Approved For Pub - Principal Register

Sep 12, 2011

Notification Of Final Refusal Emailed

Sep 12, 2011

Final Refusal E-Mailed

Sep 12, 2011

Final Refusal Written

Aug 18, 2011

Teas/Email Correspondence Entered

Aug 17, 2011

Correspondence Received In Law Office

Aug 17, 2011

Teas Response To Office Action Received

Jun 18, 2011

Notification Of Non-Final Action E-Mailed

Jun 18, 2011

Non-Final Action E-Mailed

Jun 18, 2011

Non-Final Action Written

Jun 15, 2011

Assigned To Examiner

Mar 21, 2011

New Application Office Supplied Data Entered In Tram

Mar 19, 2011

New Application Entered In Tram