Trademark: 86086189
Status Date
Friday, November 26, 2021
Registration Number
4702224
Registration Date
Tuesday, March 17, 2015
Filing Date
Tuesday, October 8, 2013
Published for Opposition
Tuesday, December 30, 2014
Cancellation Date
Friday, November 26, 2021
41 Providing on-line newsletters in the field of finance and business to financial services representatives; providing online reports to investor clients in the field of investment account management services and fund management services for high-net portfolios using select mutual funds as investment vehicles for various asset classes; providing financial services forms to financial services representatives distributed online
16 Printed materials and reports, namely, marketing and educational materials and reports in the fields of professional money management services, investment management services, investment account management services, financial planning for retirement, financial planning, estate planning, financial portfolio management, financial investment brokerage, securities brokerage, commodity brokerage, stock brokerage, insurance brokerage, and financial information; printed financial services forms to financial services representatives
36 Investment services, namely, professional money management services, investment management services, investment account management services; investment account management services, namely, customizable brokerage accounts consisting of mutual funds and individual securities; investment account management services, namely, fund management services for high-net-worth portfolios using select mutual funds as investment vehicles for various asset classes; financial planning for retirement; financial planning; estate planning; financial portfolio management; financial investment brokerage; securities brokerage; commodity brokerage; stock brokerage services; insurance services, namely, insurance brokerage; providing financial information, namely, online stock quotes, financial market news, and financial planning applications
35 providing online business information, namely, commission statements, quarterly reports, client account information and invoices to financial services representatives
Dec 6, 2023
Assignment Of Ownership Not Updated Automatically
Nov 26, 2021
Cancelled Sec. 8 (6-Yr)
Mar 17, 2020
Courtesy Reminder - Sec. 8 (6-Yr) E-Mailed
Feb 26, 2020
Automatic Update Of Assignment Of Ownership
May 15, 2019
Assignment Of Ownership Not Updated Automatically
May 14, 2018
Attorney/Dom.Rep.Revoked And/Or Appointed
May 14, 2018
Teas Revoke/App/Change Addr Of Atty/Dom Rep Received
Feb 19, 2016
Attorney/Dom.Rep.Revoked And/Or Appointed
Feb 19, 2016
Teas Revoke/App/Change Addr Of Atty/Dom Rep Received
Jan 27, 2016
Assignment Of Ownership Not Updated Automatically
Mar 17, 2015
Registered-Principal Register
Dec 30, 2014
Official Gazette Publication Confirmation E-Mailed
Dec 30, 2014
Published For Opposition
Dec 10, 2014
Notification Of Notice Of Publication E-Mailed
Nov 22, 2014
Law Office Publication Review Completed
Nov 20, 2014
Notice Of Acceptance Of Amendment To Allege Use E-Mailed
Nov 19, 2014
Approved For Pub - Principal Register
Nov 19, 2014
Use Amendment Accepted
Nov 19, 2014
Teas/Email Correspondence Entered
Nov 19, 2014
Correspondence Received In Law Office
Nov 13, 2014
Teas Amendment Of Use Received
Nov 12, 2014
Previous Allowance Count Withdrawn
Nov 6, 2014
Approved For Pub - Principal Register
Nov 6, 2014
Teas/Email Correspondence Entered
Nov 6, 2014
Correspondence Received In Law Office
Nov 3, 2014
Teas Response To Office Action Received
Jul 11, 2014
Notice Of Acceptance Of Amendment To Allege Use E-Mailed
Jul 10, 2014
Notification Of Examiner's Amendment/Priority Action E-Mailed
Jul 10, 2014
Examiner's Amendment/Priority Action E-Mailed
Jul 10, 2014
Combined Examiner's Amendment/Priority Action Automatic Entry
Jul 10, 2014
Examiners Amendment And/Or Priority Action - Completed
Jul 10, 2014
Use Amendment Accepted
Jul 9, 2014
Teas/Email Correspondence Entered
Jul 9, 2014
Correspondence Received In Law Office
Jul 9, 2014
Amendment To Use Processing Complete
Jun 23, 2014
Use Amendment Filed
Jul 1, 2014
Assigned To Lie
Jun 23, 2014
Teas Amendment Of Use Received
Jun 23, 2014
Teas Response To Office Action Received
Jan 23, 2014
Notification Of Non-Final Action E-Mailed
Jan 23, 2014
Non-Final Action E-Mailed
Jan 23, 2014
Non-Final Action Written
Jan 22, 2014
Assigned To Examiner
Oct 16, 2013
New Application Office Supplied Data Entered
Oct 11, 2013
New Application Entered
Trademark Alertz updated from USPTO on 2030-01-24
