Trademark: 85784637
Status Date
Tuesday, May 11, 2021
Registration Number
4473622
Registration Date
Tuesday, January 28, 2014
Filing Date
Tuesday, November 20, 2012
Published for Opposition
Tuesday, November 12, 2013
Cancellation Date
Tuesday, May 11, 2021
36 Financial services, namely, wealth management services for private and institutional clients; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others; Financial asset management; Financial trust planning; Estate trust planning; Estate trust management; Financial planning services; Financial planning for retirement; Corporate finance services, namely, consultation in the field of asset sales; Corporate finance services, namely, consultation in the field of capital structure; Financial risk management; Financial and investment services, namely, management in the fields of stocks, bonds, options, commodities, futures and other securities; Financial services, namely, coordination of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; Real estate investment services; Management of private equity funds; Private equity consultant services; Private equity fund investment services; Wealth analysis services, namely, identifying investment objectives, providing financial due diligence, conducting financial research, and compiling and analyzing statistics, data and other sources of information for wealth management purposes; Providing information and advice in the field of finance, financial investments and financial valuation; Financial services, namely, investment fund transfer and transaction services; Financial portfolio management; financial portfolio analysis services; Financial consulting services in the field of planned giving on behalf of private and institutional clients
May 12, 2021
Notice Of Cancellation Sec. 8 Emailed
May 11, 2021
Cancelled Sec. 8 (6-Yr)
Aug 13, 2020
Post Registration Action Mailed - Sec. 8
Aug 13, 2020
Case Assigned To Post Registration Paralegal
Jul 28, 2020
Teas Section 8 Received
Jan 28, 2019
Courtesy Reminder - Sec. 8 (6-Yr) E-Mailed
Mar 13, 2018
Attorney/Dom.Rep.Revoked And/Or Appointed
Mar 13, 2018
Teas Revoke/App/Change Addr Of Atty/Dom Rep Received
Mar 4, 2016
Teas Change Of Correspondence Received
Aug 2, 2014
Attorney/Dom.Rep.Revoked And/Or Appointed
Aug 2, 2014
Teas Revoke/App/Change Addr Of Atty/Dom Rep Received
Jan 28, 2014
Registered-Principal Register
Nov 12, 2013
Official Gazette Publication Confirmation E-Mailed
Nov 12, 2013
Published For Opposition
Nov 1, 2013
Attorney/Dom.Rep.Revoked And/Or Appointed
Nov 1, 2013
Teas Revoke/App/Change Addr Of Atty/Dom Rep Received
Oct 23, 2013
Notification Of Notice Of Publication E-Mailed
Oct 7, 2013
Law Office Publication Review Completed
Sep 28, 2013
Assigned To Lie
Sep 18, 2013
Approved For Pub - Principal Register
Sep 18, 2013
Examiner's Amendment Entered
Sep 18, 2013
Notification Of Examiners Amendment E-Mailed
Sep 18, 2013
Examiners Amendment E-Mailed
Sep 18, 2013
Examiners Amendment -Written
Mar 20, 2013
Notification Of Non-Final Action E-Mailed
Mar 20, 2013
Non-Final Action E-Mailed
Mar 20, 2013
Non-Final Action Written
Mar 13, 2013
Assigned To Examiner
Nov 30, 2012
New Application Office Supplied Data Entered In Tram
Nov 23, 2012
New Application Entered In Tram
Trademark Alertz updated from USPTO on 2030-01-24
