Trademark: 85336551
Word
HELPING OUR CLIENTS ACHIEVE FINANCIAL SUCCESS THROUGH SOUND ADVICE
Status
Registered
Status Code
800
Status Date
Thursday, February 17, 2022
Serial Number
85336551
Registration Number
4083703
Registration Date
Tuesday, January 10, 2012
Mark Type
4000
Filing Date
Thursday, June 2, 2011
Published for Opposition
Tuesday, October 25, 2011

Trademark Owner History

Classifications
41 Educational services, namely, conducting classes, seminars, conferences and workshops in the field of tax preparation, accounting, auditing, business services, financial planning, investment advertising, forensic accounting, business valuation, family office services, and elder care planning and distribution of printed materials in connection therewith in hard copy or electronic format on the same topics; Educational services, namely, conducting classes, seminars, conferences and workshops in the field of tax preparation, accounting, auditing, business services, financial planning, investment advising, forensic accounting, business valuation, family office services and elder care planning and distribution of course material in connection therewith; Educational services, namely, conducting classes, seminars, conferences and workshops in the field of tax preparation, accounting, auditing, business services, financial planning, investment advertising, forensic accounting, business valuation, family office services, and elder care planning and distribution of training material in connection therewith
36 Charitable fundraising services for sending underprivileged children to one of several camps around the United States which accept these children at discounted rates for one or more weeks; Fiduciary services, namely, fiduciary representative services; Fiduciary tax payment processing services; Financial administration of retirement plans; Financial advice; Financial advice and consultancy services; Financial advice, namely, budget planning; Financial consultation; Financial consultation in the field of elder care; Financial counseling services, namely, helping others build a better working relationship with their money; Financial planning; Financial planning and investment advisory services; Financial planning consultation; Financial planning for retirement; Financial planning, namely, personalized strategy for achieving financial independence for the elderly; Financial trust planning; Investment consultancy; Investment consultation; Investment management; On-line cash account services; On-line financial planning services; Online, real-time tax payment processing, tax payment management, and tax payment analysis services; Payroll tax debiting services; Providing on-line information in the field of charitable monetary giving through financial and estate planning; Tax payment processing services
35 Account auditing; Accountancy services; Accounting consultation; Accounting for third parties; Accounting services; Administrative accounting; Business auditing; Business information and accounting advisory services; Consulting and information concerning accounting; Consulting services, namely, expert analysis and management consulting in economics and accounting; Cost accounting; Forensic accounting services; Tax advisory services; Tax and taxation planning, advice, information and consultancy services; Tax filing services

Trademark Events
Feb 17, 2022
Notice Of Acceptance Of Sec. 8 & 9 - E-Mailed
Feb 17, 2022
Registered And Renewed (First Renewal - 10 Yrs)
Feb 17, 2022
Registered - Sec. 8 (10-Yr) Accepted/Sec. 9 Granted
Feb 16, 2022
Case Assigned To Post Registration Paralegal
Sep 17, 2021
Teas Section 8 & 9 Received
Sep 15, 2021
Automatic Update Of Assignment Of Ownership
Jan 10, 2021
Courtesy Reminder - Sec. 8 (10-Yr)/Sec. 9 E-Mailed
Aug 15, 2017
Notice Of Acceptance Of Sec. 8 & 15 - E-Mailed
Aug 15, 2017
Registered - Sec. 8 (6-Yr) Accepted & Sec. 15 Ack.
Jun 28, 2017
Case Assigned To Post Registration Paralegal
May 2, 2017
Teas Section 8 & 15 Received
May 2, 2017
Teas Change Of Correspondence Received
Jan 10, 2017
Courtesy Reminder - Sec. 8 (6-Yr) E-Mailed
Jan 10, 2012
Registered-Principal Register
Oct 25, 2011
Official Gazette Publication Confirmation E-Mailed
Oct 25, 2011
Published For Opposition
Sep 20, 2011
Approved For Pub - Principal Register
Sep 18, 2011
Assigned To Examiner
Jun 6, 2011
New Application Office Supplied Data Entered In Tram
Jun 6, 2011
New Application Entered In Tram

Trademark Alertz updated from USPTO on 2030-01-24