Trademark: 85839144
Status Date
Thursday, September 30, 2021
Registration Number
4675889
Registration Date
Tuesday, January 20, 2015
Filing Date
Friday, February 1, 2013
Published for Opposition
Tuesday, June 25, 2013
35 * Non-fiduciary * financial record-keeping for regulatory compliance purposes * for self-directed tax deferred and tax free investment plans, accounts, and trusts consisting primarily of alternative investments, in particular real estate, mortgages, secured and unsecured notes, limited liability company interests, and precious metals; Non-fiduciary * Financial record-keeping of self-directed, tax deferred and tax-free investment plans, accounts, and trusts * consisting primarily of alternative investments, in particular real estate, mortgages, secured and unsecured notes, limited liability company interests, and precious metals * for regulatory compliance purposes; * Non-fiduciary * financial record-keeping and reporting for tax compliance purposes
45 Regulatory compliance consulting in the field of self-directed, tax-deferred and tax-free investment plans, accounts and trusts * for self-directed tax deferred and tax free investment plans, accounts, and trusts consisting primarily of alternative investments, in particular real estate, mortgages, secured and unsecured notes, limited liability company interests, and precious metals *
In the statement, classes 35 and 45 have been updated per the Board Order dated December 14, 2020.
Jan 20, 2024
Courtesy Reminder - Sec. 8 (10-Yr)/Sec. 9 E-Mailed
Nov 21, 2022
Applicant/Correspondence Changes (Non-Responsive) Entered
Nov 21, 2022
Teas Change Of Correspondence Received
Nov 21, 2022
Attorney/Dom.Rep.Revoked And/Or Appointed
Nov 21, 2022
Teas Revoke/App/Change Addr Of Atty/Dom Rep Received
Nov 21, 2022
Teas Change Of Owner Address Received
Sep 30, 2021
Notice Of Acceptance Of Sec. 8 & 15 - E-Mailed
Sep 30, 2021
Registered - Sec. 8 (6-Yr) Accepted & Sec. 15 Ack.
Dec 19, 2020
Cancellation Terminated No. 999999
Dec 19, 2020
Cancellation Denied No. 999999
Dec 16, 2020
Teas Section 8 & 15 Received
Dec 16, 2020
Automatic Update Of Assignment Of Ownership
Dec 16, 2020
Amendment Under Section 7 - Processed
Dec 16, 2020
Assigned To Paralegal
Sep 22, 2020
Teas Change Of Correspondence Received
Sep 22, 2020
Attorney/Dom.Rep.Revoked And/Or Appointed
Sep 22, 2020
Teas Revoke/App/Change Addr Of Atty/Dom Rep Received
Jan 20, 2020
Courtesy Reminder - Sec. 8 (6-Yr) E-Mailed
Dec 5, 2017
Cancellation Instituted No. 999999
Jan 20, 2015
Registered-Principal Register
Dec 13, 2014
Notice Of Acceptance Of Statement Of Use E-Mailed
Dec 12, 2014
Allowed Principal Register - Sou Accepted
Dec 9, 2014
Notice Of Approval Of Extension Request E-Mailed
Dec 8, 2014
Statement Of Use Processing Complete
Nov 22, 2014
Use Amendment Filed
Dec 8, 2014
Sou Extension 2 Granted
Aug 20, 2014
Sou Extension 2 Filed
Nov 24, 2014
Notice Of Revival - E-Mailed
Nov 22, 2014
Sou Extension Received With Teas Petition
Nov 22, 2014
Petition To Revive-Granted
Nov 22, 2014
Teas Petition To Revive Received
Nov 22, 2014
Teas Statement Of Use Received
Sep 22, 2014
Abandonment Notice Mailed - No Use Statement Filed
Sep 22, 2014
Abandonment - No Use Statement Filed
Mar 21, 2014
Notice Of Approval Of Extension Request E-Mailed
Mar 20, 2014
Sou Extension 1 Granted
Feb 20, 2014
Sou Extension 1 Filed
Mar 20, 2014
Case Assigned To Intent To Use Paralegal
Feb 20, 2014
Sou Teas Extension Received
Feb 20, 2014
Teas Change Of Correspondence Received
Aug 20, 2013
Noa E-Mailed - Sou Required From Applicant
Jun 25, 2013
Official Gazette Publication Confirmation E-Mailed
Jun 25, 2013
Published For Opposition
Jun 5, 2013
Notification Of Notice Of Publication E-Mailed
May 18, 2013
Approved For Pub - Principal Register
May 15, 2013
Assigned To Examiner
Feb 7, 2013
New Application Office Supplied Data Entered
Feb 5, 2013
New Application Entered
Trademark Alertz updated from USPTO on 2030-01-24
