Trademark: 85370414
Status Date
Friday, September 15, 2023
Registration Number
4298867
Registration Date
Tuesday, March 5, 2013
Filing Date
Wednesday, July 13, 2011
Published for Opposition
Tuesday, October 18, 2011
Cancellation Date
Friday, September 15, 2023
36 Banking services; financial planning; financial asset management; financial portfolio management services; investment advisory services, namely, integrated wealth advisory services to multi-generational high net worth families; investment and wealth management consultation; investment management; financial services, namely, a total portfolio offering for high net worth clients consisting of both separate accounts and mutual funds for equity and fixed income investments; wealth transfer, namely, intergenerational and philanthropic wealth transfer planning; trust services, namely, financial trust management and trust company services; trust investment distribution and wealth distribution planning; representative and fiduciary services as a trustee; financial planning for retirement; estate and tax planning services; estate trust management; advisory services regarding philanthropic monetary and financial asset donations; financial planning services, namely, developing and managing charitable giving programs on behalf of wealthy individuals or families; financial services, namely, investment management services for charitable foundations, endowments and charitable trusts
The name(s), portrait(s), and/or signature(s) shown in the mark does not identify a particular living individual.
Sep 15, 2023
Cancelled Sec. 8 (10-Yr)/Expired Section 9
Mar 5, 2022
Courtesy Reminder - Sec. 8 (10-Yr)/Sec. 9 E-Mailed
Feb 6, 2020
Attorney/Dom.Rep.Revoked And/Or Appointed
Feb 6, 2020
Teas Revoke/App/Change Addr Of Atty/Dom Rep Received
Apr 5, 2019
Notice Of Acceptance Of Sec. 8 & 15 - E-Mailed
Apr 5, 2019
Registered - Sec. 8 (6-Yr) Accepted & Sec. 15 Ack.
Apr 5, 2019
Case Assigned To Post Registration Paralegal
Mar 5, 2019
Teas Change Of Correspondence Received
Mar 5, 2019
Teas Section 8 & 15 Received
Mar 5, 2018
Courtesy Reminder - Sec. 8 (6-Yr) E-Mailed
Mar 5, 2013
Registered-Principal Register
Jan 29, 2013
Notice Of Acceptance Of Statement Of Use E-Mailed
Jan 26, 2013
Law Office Registration Review Completed
Jan 24, 2013
Allowed Principal Register - Sou Accepted
Jan 3, 2013
Statement Of Use Processing Complete
Dec 12, 2012
Use Amendment Filed
Jan 3, 2013
Case Assigned To Intent To Use Paralegal
Dec 12, 2012
Teas Statement Of Use Received
Feb 1, 2012
Notice Of Approval Of Extension Request E-Mailed
Jan 30, 2012
Sou Extension 1 Granted
Jan 30, 2012
Sou Extension 1 Filed
Jan 30, 2012
Sou Teas Extension Received
Jan 3, 2012
Applicant/Correspondence Changes (Non-Responsive) Entered
Jan 3, 2012
Teas Change Of Owner Address Received
Dec 13, 2011
Noa E-Mailed - Sou Required From Applicant
Oct 18, 2011
Official Gazette Publication Confirmation E-Mailed
Oct 18, 2011
Published For Opposition
Sep 9, 2011
Law Office Publication Review Completed
Sep 7, 2011
Assigned To Lie
Sep 7, 2011
Approved For Pub - Principal Register
Aug 31, 2011
Assigned To Examiner
Aug 25, 2011
Teas Amendment Entered Before Attorney Assigned
Aug 25, 2011
Teas Voluntary Amendment Received
Jul 19, 2011
New Application Office Supplied Data Entered
Jul 16, 2011
New Application Entered
Trademark Alertz updated from USPTO on 2030-01-24
