Trademark: 85861831
Status Date
Thursday, February 1, 2024
Registration Number
4641852
Registration Date
Tuesday, November 18, 2014
Filing Date
Wednesday, February 27, 2013
Published for Opposition
Tuesday, August 27, 2013
41 Educational services, namely, providing training courses in financial planning and marketing; personal coaching services for financial professionals in the field of retirement planning and estate planning; personal coaching services for financial professionals in the field of financial investment planning strategies, techniques, and tactics
16 [ Printed instructional, educational, and teaching materials related to financial planning, namely, manuals and notebooks on professional strategies and tactics in the field of financial advisor practice management ]
36 Investment advisory services; financial planning strategy services; financial analysis and consultation in the field of retirement planning and estate planning; brokerage services in the field of securities and various packaged financial products, namely, mutual funds, UITs, REITs, general equities and variable insurance products
35 Business consulting services, namely, providing business consulting services to insurance agents, financial planners and financial advisors; Marketing services, namely, providing business marketing services to insurance agents, financial planners and financial advisors
Feb 1, 2024
Notice Of Acceptance Of Sec. 8 & 9 - E-Mailed
Feb 1, 2024
Registered And Renewed (First Renewal - 10 Yrs)
Feb 1, 2024
Registered - Sec. 8 (10-Yr) Accepted/Sec. 9 Granted
Feb 1, 2024
Assigned To Paralegal
Jan 22, 2024
Teas Section 8 & 9 Received
Nov 18, 2023
Courtesy Reminder - Sec. 8 (10-Yr)/Sec. 9 E-Mailed
Feb 23, 2021
Notice Of Acceptance Of Sec. 8 & 15 - E-Mailed
Feb 23, 2021
Registered - Partial Sec. 8 (6-Yr) Accepted & Sec. 15 Ack.
Feb 23, 2021
Case Assigned To Post Registration Paralegal
Nov 18, 2020
Teas Section 8 & 15 Received
Nov 18, 2019
Courtesy Reminder - Sec. 8 (6-Yr) E-Mailed
Nov 18, 2014
Registered-Principal Register
Oct 16, 2014
Notice Of Acceptance Of Statement Of Use E-Mailed
Oct 15, 2014
Allowed Principal Register - Sou Accepted
Oct 14, 2014
Statement Of Use Processing Complete
Sep 25, 2014
Use Amendment Filed
Oct 14, 2014
Case Assigned To Intent To Use Paralegal
Sep 25, 2014
Teas Statement Of Use Received
Apr 24, 2014
Notice Of Approval Of Extension Request E-Mailed
Apr 22, 2014
Sou Extension 1 Granted
Apr 22, 2014
Sou Extension 1 Filed
Apr 22, 2014
Sou Teas Extension Received
Oct 22, 2013
Noa E-Mailed - Sou Required From Applicant
Aug 27, 2013
Official Gazette Publication Confirmation E-Mailed
Aug 27, 2013
Published For Opposition
Aug 7, 2013
Notification Of Notice Of Publication E-Mailed
Jul 22, 2013
Law Office Publication Review Completed
Jul 22, 2013
Assigned To Lie
Jul 1, 2013
Approved For Pub - Principal Register
Jun 12, 2013
Examiner's Amendment Entered
Jun 12, 2013
Notification Of Examiners Amendment E-Mailed
Jun 12, 2013
Examiners Amendment E-Mailed
Jun 12, 2013
Examiners Amendment -Written
Jun 11, 2013
Assigned To Examiner
Mar 5, 2013
New Application Office Supplied Data Entered
Mar 2, 2013
New Application Entered
Trademark Alertz updated from USPTO on 2030-01-24
