Trademark: 85653688
Status Date
Friday, February 9, 2024
Registration Number
4386541
Registration Date
Tuesday, August 20, 2013
Filing Date
Friday, June 15, 2012
Published for Opposition
Tuesday, June 4, 2013
36 Financial services, namely, securities broker-dealer services, fee-based financial planning programs, financial and investment advisory programs for independent financial professionals, financial consultation; investment services, namely, investment management, investment portfolio analysis, advice relating to investments; insurance services, namely, insurance brokerages and insurance agency services
35 Business management services for professionals in the fields of clearing and trading for investment transactions, estate planning, research and due diligence on investment strategies, and companies, offerors and intermediaries and their products, broker-dealer liaison services with regulatory agencies, fee-based financial planning programs and support, marketing support, technology support; providing office support staff services for fee-based financial planning programs; business administration and management, namely, administration of insurance licensing for states and security registration broker-dealer firms and advisors
Feb 9, 2024
Notice Of Acceptance Of Sec. 8 & 9 - E-Mailed
Feb 9, 2024
Registered And Renewed (First Renewal - 10 Yrs)
Feb 9, 2024
Registered - Sec. 8 (10-Yr) Accepted/Sec. 9 Granted
Feb 9, 2024
Case Assigned To Post Registration Paralegal
Aug 15, 2023
Teas Section 8 & 9 Received
Aug 20, 2022
Courtesy Reminder - Sec. 8 (10-Yr)/Sec. 9 E-Mailed
Nov 9, 2021
Applicant/Correspondence Changes (Non-Responsive) Entered
Nov 9, 2021
Teas Change Of Correspondence Received
Nov 9, 2021
Attorney/Dom.Rep.Revoked And/Or Appointed
Nov 9, 2021
Teas Revoke/App/Change Addr Of Atty/Dom Rep Received
Nov 9, 2021
Teas Change Of Owner Address Received
Sep 19, 2019
Notice Of Acceptance Of Sec. 8 & 15 - E-Mailed
Sep 19, 2019
Registered - Sec. 8 (6-Yr) Accepted & Sec. 15 Ack.
Sep 18, 2019
Case Assigned To Post Registration Paralegal
Aug 12, 2019
Teas Section 8 & 15 Received
Oct 3, 2018
Assignment Of Ownership Not Updated Automatically
Aug 20, 2018
Courtesy Reminder - Sec. 8 (6-Yr) E-Mailed
Jun 8, 2016
Assignment Of Ownership Not Updated Automatically
Feb 3, 2016
Assignment Of Ownership Not Updated Automatically
May 7, 2014
Assignment Of Ownership Not Updated Automatically
Aug 20, 2013
Registered-Principal Register
Aug 14, 2013
Assignment Of Ownership Not Updated Automatically
Jun 4, 2013
Official Gazette Publication Confirmation E-Mailed
Jun 4, 2013
Published For Opposition
May 15, 2013
Notification Of Notice Of Publication E-Mailed
Apr 28, 2013
Law Office Publication Review Completed
Apr 26, 2013
Approved For Pub - Principal Register
Apr 26, 2013
Teas/Email Correspondence Entered
Apr 26, 2013
Correspondence Received In Law Office
Apr 17, 2013
Assigned To Lie
Apr 9, 2013
Teas Response To Office Action Received
Mar 15, 2013
Notification Of Non-Final Action E-Mailed
Mar 15, 2013
Non-Final Action E-Mailed
Mar 15, 2013
Non-Final Action Written
Feb 22, 2013
Teas/Email Correspondence Entered
Feb 22, 2013
Correspondence Received In Law Office
Feb 22, 2013
Teas Response To Office Action Received
Oct 1, 2012
Notification Of Non-Final Action E-Mailed
Oct 1, 2012
Non-Final Action E-Mailed
Oct 1, 2012
Non-Final Action Written
Sep 28, 2012
Assigned To Examiner
Aug 21, 2012
Attorney/Dom.Rep.Revoked And/Or Appointed
Aug 21, 2012
Teas Revoke/App/Change Addr Of Atty/Dom Rep Received
Jun 25, 2012
New Application Office Supplied Data Entered
Jun 19, 2012
New Application Entered
Trademark Alertz updated from USPTO on 2030-01-24
