Trademark: 85712221
Status Date
Monday, August 1, 2022
Registration Number
4874702
Registration Date
Tuesday, December 22, 2015
Filing Date
Friday, August 24, 2012
Published for Opposition
Tuesday, September 3, 2013
36 Financial and investment services, namely, wealth management services, financial portfolio management, investment advice, investment management, investment consultation and investment of funds for others, operation, administration and management of investment funds, hedge funds, and commodity pools, savings programs for college education, trading of securities for others; Financial planning for retirement; Financial planning services, namely, developing and managing charitable giving programs on behalf of wealthy individuals or families; Financial consulting services in the field of planned giving for non-profit and charitable organizations; Estate planning, and estate trust planning; family office services, namely, financial planning and investment advisory services tailored to wealthy families
35 Tax and taxation planning, advice, information and consultancy services; outsourcing services in the field of finance, namely, Chief Investment Officer outsourcing services
Aug 1, 2022
Notice Of Acceptance Of Sec. 8 & 15 - E-Mailed
Aug 1, 2022
Registered - Sec. 8 (6-Yr) Accepted & Sec. 15 Ack.
Jul 22, 2022
Teas Response To Office Action-Post Reg Received
Jan 24, 2022
Office Action Issued Pou1
Jan 11, 2022
Case Assigned To Post Registration Paralegal
Dec 9, 2021
Teas Section 8 & 15 Received
Dec 22, 2020
Courtesy Reminder - Sec. 8 (6-Yr) E-Mailed
Dec 22, 2015
Registered-Principal Register
Nov 19, 2015
Notice Of Acceptance Of Statement Of Use E-Mailed
Nov 18, 2015
Allowed Principal Register - Sou Accepted
Nov 3, 2015
Notice Of Approval Of Extension Request E-Mailed
Nov 2, 2015
Statement Of Use Processing Complete
Oct 28, 2015
Use Amendment Filed
Nov 2, 2015
Sou Extension 4 Granted
Oct 28, 2015
Sou Extension 4 Filed
Oct 28, 2015
Teas Extension Received
Oct 28, 2015
Teas Statement Of Use Received
May 8, 2015
Notice Of Approval Of Extension Request E-Mailed
May 7, 2015
Sou Extension 3 Granted
Apr 27, 2015
Sou Extension 3 Filed
Apr 27, 2015
Teas Extension Received
Nov 22, 2014
Notice Of Approval Of Extension Request E-Mailed
Nov 21, 2014
Sou Extension 2 Granted
Oct 28, 2014
Sou Extension 2 Filed
Nov 19, 2014
Case Assigned To Intent To Use Paralegal
Oct 28, 2014
Teas Extension Received
Apr 19, 2014
Notice Of Approval Of Extension Request E-Mailed
Apr 17, 2014
Sou Extension 1 Granted
Apr 17, 2014
Sou Extension 1 Filed
Apr 17, 2014
Teas Extension Received
Oct 29, 2013
Noa E-Mailed - Sou Required From Applicant
Sep 3, 2013
Official Gazette Publication Confirmation E-Mailed
Sep 3, 2013
Published For Opposition
Aug 14, 2013
Notification Of Notice Of Publication E-Mailed
Jul 31, 2013
Law Office Publication Review Completed
Jul 31, 2013
Assigned To Lie
Jul 16, 2013
Approved For Pub - Principal Register
Jun 12, 2013
Teas Change Of Correspondence Received
Jun 12, 2013
Teas/Email Correspondence Entered
Jun 12, 2013
Correspondence Received In Law Office
Jun 12, 2013
Teas Response To Office Action Received
Dec 14, 2012
Notification Of Non-Final Action E-Mailed
Dec 14, 2012
Non-Final Action E-Mailed
Dec 14, 2012
Non-Final Action Written
Dec 13, 2012
Assigned To Examiner
Sep 4, 2012
New Application Office Supplied Data Entered In Tram
Aug 28, 2012
New Application Entered In Tram
Trademark Alertz updated from USPTO on 2030-01-24
