Trademark: 85865469
Status Date
Thursday, March 19, 2020
Registration Number
4512303
Registration Date
Tuesday, April 8, 2014
Filing Date
Monday, March 4, 2013
Published for Opposition
Tuesday, October 29, 2013
36 Financial consultancy and insurance consultancy; Financial planning and estate planning services; Financial and investment services, namely, financial asset and investment acquisition, management, consultation, and development; Financial management, analysis, research and consultation services; Mutual fund investment; Providing financial information; Financial portfolio management; Brokerage services in the fields of stocks, bonds, options, commodities, futures and other securities; Estate planning; Annuity services, namely, account and investment administration and investment and distribution of annuities; Management of securities portfolios; Financial risk management consultation; Financial planning services, namely, developing and managing charitable giving programs; Financial advice, namely, budget planning and retirement planning
Apr 8, 2023
Courtesy Reminder - Sec. 8 (10-Yr)/Sec. 9 E-Mailed
Mar 19, 2020
Notice Of Acceptance Of Sec. 8 & 15 - E-Mailed
Mar 19, 2020
Registered - Sec. 8 (6-Yr) Accepted & Sec. 15 Ack.
Mar 18, 2020
Case Assigned To Post Registration Paralegal
Jan 23, 2020
Teas Section 8 & 15 Received
Apr 8, 2014
Registered-Principal Register
Mar 7, 2014
Notice Of Acceptance Of Statement Of Use Mailed
Mar 6, 2014
Law Office Registration Review Completed
Mar 6, 2014
Allowed Principal Register - Sou Accepted
Mar 4, 2014
Statement Of Use Processing Complete
Feb 5, 2014
Use Amendment Filed
Mar 2, 2014
Case Assigned To Intent To Use Paralegal
Feb 5, 2014
Teas Statement Of Use Received
Jan 29, 2014
Automatic Update Of Assignment Of Ownership
Dec 24, 2013
Noa Mailed - Sou Required From Applicant
Oct 29, 2013
Published For Opposition
Oct 9, 2013
Notice Of Publication
Sep 25, 2013
Law Office Publication Review Completed
Sep 25, 2013
Assigned To Lie
Sep 12, 2013
Approved For Pub - Principal Register
Sep 11, 2013
Teas/Email Correspondence Entered
Sep 10, 2013
Correspondence Received In Law Office
Sep 10, 2013
Teas Response To Office Action Received
Jun 24, 2013
Non-Final Action Mailed
Jun 24, 2013
Non-Final Action Written
Jun 15, 2013
Assigned To Examiner
Mar 8, 2013
New Application Office Supplied Data Entered
Trademark Alertz updated from USPTO on 2030-01-24
