Trademark: 85967604
Status Date
Wednesday, March 27, 2024
Registration Number
5166661
Registration Date
Tuesday, March 21, 2017
Filing Date
Monday, June 24, 2013
Published for Opposition
Tuesday, November 26, 2013
36 [ Financial services, namely, a total portfolio offering for high net worth clients consisting of both separate accounts and mutual funds for equity and fixed income investments; ] Financial services * for low- and mid- net worth clients, * namely, assisting others with the completion of financial transactions for stocks, bonds, securities and equities; financial services * for low- and mid- net worth clients, * namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; financial services * for low- and mid- net worth clients, * namely, investment fund transfer and transaction services; financial services * for low- and mid- net worth clients, * namely, the trading of financial instruments, securities, shares, options and other derivative products; financial services * for low- and mid- net worth clients, * namely, wealth management services; providing financial services * for low- and mid- net worth clients * with respect to securities and other financial instruments and products, namely, money management services; providing financial services for low- and mid- net worth clients, with respect to securities and other financial instruments and products, namely, trading of and investments in securities and financial instruments and products for others
In the statement, lines 4-6, "Financial services, namely, a total portfolio offering for high net worth clients consisting of both separate accounts and mutual funds for equity and fixed income investments;" is deleted, And, In line 6, "for low- and mid- net worth clients," is inserted after "services,", And, In line 7, "for low- and mid- net worth clients," is inserted after "services,", And, In line 9, "for low- and mid- net worth clients," is inserted after "services,", And, In line 10, "for low- and mid- net worth clients," is inserted after "services,", And, In line 12, "for low- and mid- net worth clients," is inserted after "services,". In the statement, lines 4-6, "Financial services, namely, a total portfolio offering for high net worth clients consisting of both separate accounts and mutual funds for equity and fixed income investments;" is deleted, And, In line 6, "for low- and mid- net worth clients," is inserted after "services,", And, In line 7, "for low- and mid- net worth clients," is inserted after "services,", And, In line 9, "for low- and mid- net worth clients," is inserted after "services,", And, In line 10, "for low- and mid- net worth clients," is inserted after "services,", And, In line 12, "for low- and mid- net worth clients," is inserted after "services,".
"PARTNERS"
Mar 27, 2024
Notice Of Acceptance Of Sec. 8 & 15 - E-Mailed
Mar 27, 2024
Registered - Sec. 8 (6-Yr) Accepted & Sec. 15 Ack.
Mar 15, 2024
Case Assigned To Post Registration Paralegal
Sep 21, 2023
Teas Section 8 & 15 Received
Mar 21, 2022
Courtesy Reminder - Sec. 8 (6-Yr) E-Mailed
Dec 12, 2018
Amendment Under Section 7 - Processed
Dec 12, 2018
Case Assigned To Post Registration Paralegal
Nov 14, 2018
Teas Section 7 Request Received
Oct 27, 2017
Applicant/Correspondence Changes (Non-Responsive) Entered
Oct 27, 2017
Teas Change Of Owner Address Received
Apr 26, 2017
Automatic Update Of Assignment Of Ownership
Mar 21, 2017
Registered-Principal Register
Feb 11, 2017
Notice Of Acceptance Of Statement Of Use E-Mailed
Feb 10, 2017
Allowed Principal Register - Sou Accepted
Jan 26, 2017
Statement Of Use Processing Complete
Jan 18, 2017
Use Amendment Filed
Jan 18, 2017
Teas Statement Of Use Received
Nov 9, 2016
Attorney/Dom.Rep.Revoked And/Or Appointed
Nov 9, 2016
Teas Revoke/App/Change Addr Of Atty/Dom Rep Received
Oct 12, 2016
Attorney/Dom.Rep.Revoked And/Or Appointed
Oct 12, 2016
Teas Revoke/App/Change Addr Of Atty/Dom Rep Received
Jul 29, 2016
Notice Of Approval Of Extension Request E-Mailed
Jul 28, 2016
Sou Extension 5 Granted
Jul 21, 2016
Sou Extension 5 Filed
Jul 21, 2016
Sou Teas Extension Received
Apr 19, 2016
Notice Of Approval Of Extension Request E-Mailed
Apr 18, 2016
Sou Extension 4 Granted
Jan 21, 2016
Sou Extension 4 Filed
Mar 24, 2016
Notice Of Revival - E-Mailed
Mar 24, 2016
Sou Extension Received With Teas Petition
Mar 24, 2016
Petition To Revive-Granted
Mar 24, 2016
Teas Petition To Revive Received
Feb 22, 2016
Abandonment Notice Mailed - No Use Statement Filed
Feb 22, 2016
Abandonment - No Use Statement Filed
Aug 17, 2015
Teas Change Of Correspondence Received
Jul 29, 2015
Notice Of Approval Of Extension Request E-Mailed
Jul 28, 2015
Sou Extension 3 Granted
Jul 21, 2015
Sou Extension 3 Filed
Jul 27, 2015
Teas Change Of Correspondence Received
Jul 21, 2015
Sou Teas Extension Received
Mar 12, 2015
Notice Of Approval Of Extension Request E-Mailed
Mar 11, 2015
Automatic Update Of Assignment Of Ownership
Mar 11, 2015
Sou Extension 2 Granted
Jan 21, 2015
Sou Extension 2 Filed
Mar 9, 2015
Case Assigned To Intent To Use Paralegal
Jan 21, 2015
Sou Teas Extension Received
Jul 23, 2014
Notice Of Approval Of Extension Request E-Mailed
Jul 21, 2014
Sou Extension 1 Granted
Jul 21, 2014
Sou Extension 1 Filed
Jul 21, 2014
Sou Teas Extension Received
Apr 22, 2014
Attorney/Dom.Rep.Revoked And/Or Appointed
Apr 22, 2014
Teas Revoke/App/Change Addr Of Atty/Dom Rep Received
Jan 21, 2014
Noa E-Mailed - Sou Required From Applicant
Nov 26, 2013
Official Gazette Publication Confirmation E-Mailed
Nov 26, 2013
Published For Opposition
Nov 6, 2013
Notification Of Notice Of Publication E-Mailed
Oct 23, 2013
Law Office Publication Review Completed
Oct 18, 2013
Assigned To Lie
Oct 2, 2013
Approved For Pub - Principal Register
Oct 2, 2013
Examiner's Amendment Entered
Oct 2, 2013
Notification Of Examiners Amendment E-Mailed
Oct 2, 2013
Examiners Amendment E-Mailed
Oct 2, 2013
Examiners Amendment -Written
Oct 2, 2013
Assigned To Examiner
Jul 5, 2013
New Application Office Supplied Data Entered
Jun 27, 2013
New Application Entered
Trademark Alertz updated from USPTO on 2030-01-24
