Trademark: 85899908
Status Date
Friday, March 5, 2021
Registration Number
4576884
Registration Date
Tuesday, July 29, 2014
Filing Date
Wednesday, April 10, 2013
Published for Opposition
Tuesday, September 17, 2013
Cancellation Date
Friday, March 5, 2021
36 Wealth management, financial planning, and investment advisory services; financial services in the nature of multi-family office services, namely, financial planning services for retirement, estate planning, financial consultation in the nature of advising on charitable donations, estate trust management, review of insurance needs and policies; investment and financial services, namely, financial risk planning, legacy planning in the nature of retirement income and cash flow planning, financial planning in the field of charitable giving, financial planning in the field of educational expenses; financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; financial consultation in the field of wealth management, namely, advising high net worth individuals on issues of portfolio planning and investment planning; Providing virtual online financial account aggregation services in the nature of consolidating financial information for family members and their advisors from multiple sources via a website
39 Providing a virtual family office repository in the nature of a website for the electronic storage of financial documents and papers for family members and their advisors
42 Computer services, namely, providing an interactive website featuring technology that allows a team of financial advisors to combine their expertise to manage financial accounts, documents and papers of a single family; providing a website featuring technology that enables financial advisors to consolidate a family's account information from multiple sources
Mar 5, 2021
Cancelled Sec. 8 (6-Yr)
Jul 29, 2019
Courtesy Reminder - Sec. 8 (6-Yr) E-Mailed
Jul 29, 2014
Registered-Principal Register
Jun 26, 2014
Notice Of Acceptance Of Statement Of Use E-Mailed
Jun 25, 2014
Law Office Registration Review Completed
Jun 24, 2014
Allowed Principal Register - Sou Accepted
Jun 4, 2014
Statement Of Use Processing Complete
May 9, 2014
Use Amendment Filed
Jun 4, 2014
Case Assigned To Intent To Use Paralegal
May 9, 2014
Teas Statement Of Use Received
Nov 12, 2013
Noa E-Mailed - Sou Required From Applicant
Sep 17, 2013
Official Gazette Publication Confirmation E-Mailed
Sep 17, 2013
Published For Opposition
Aug 28, 2013
Notification Of Notice Of Publication E-Mailed
Aug 15, 2013
Law Office Publication Review Completed
Aug 15, 2013
Assigned To Lie
Aug 1, 2013
Approved For Pub - Principal Register
Aug 1, 2013
Examiner's Amendment Entered
Aug 1, 2013
Notification Of Examiners Amendment E-Mailed
Aug 1, 2013
Examiners Amendment E-Mailed
Aug 1, 2013
Examiners Amendment -Written
Jul 25, 2013
Assigned To Examiner
Apr 16, 2013
New Application Office Supplied Data Entered In Tram
Apr 13, 2013
New Application Entered In Tram
Trademark Alertz updated from USPTO on 2030-01-24
