Trademark: 86197140
Word
PURPOSE-BASED PLANNING
Status Date
Tuesday, December 6, 2016
Filing Date
Tuesday, February 18, 2014
Published for Opposition
Tuesday, July 1, 2014
Abandoned Date
Monday, November 14, 2016
36 Financial services, namely, investment counseling and portfolio management; financial and investment services, namely, investment advisory, consultation, and management services; financial planning services; wealth management; fund management, namely, management of mutual funds; financial asset management; alternative investment management; strategic investment management and investment consultation services in all asset classes, including fixed-income products, equities, alternative investments, and commodities; financial risk management consultation; custodial services in the nature of financial trust operations; investment management services and investment of funds and assets of others, capital investment services, and financial transaction services, namely, securities trading for others, investment fund transfer and transaction services, and assisting others with the completion of financial transactions for securities and investment fund transfer and transaction services; trust and estate planning and management services; brokerage services, namely, acting as broker and dealer of equity and debt securities; investment management and financial advisory services for retirement plans and 401k plans; financial planning strategy services; financial advisory and consultancy services, namely, the creation of personalized strategies to achieve financial goals and financial independence; providing information and advice to align personal financial strategies and planning with life goals; implementing and monitoring financial planning strategies to achieve life goals
Dec 6, 2016
Abandonment Notice Mailed - Failure To Respond
Dec 6, 2016
Abandonment - Failure To Respond Or Late Response
May 10, 2016
Notification Of Non-Final Action E-Mailed
May 10, 2016
Non-Final Action E-Mailed
May 10, 2016
Su - Non-Final Action - Written
Apr 26, 2016
Statement Of Use Processing Complete
Feb 24, 2015
Use Amendment Filed
Apr 26, 2016
Early Extension Of Use Refused
Aug 25, 2015
Teas Extension Received
Apr 1, 2015
Notice Of Approval Of Extension Request E-Mailed
Mar 31, 2015
Extension 1 Granted
Feb 24, 2015
Extension 1 Filed
Mar 31, 2015
Case Assigned To Intent To Use Paralegal
Feb 24, 2015
Teas Extension Received
Feb 24, 2015
Teas Statement Of Use Received
Aug 26, 2014
Noa E-Mailed - Sou Required From Applicant
Jul 1, 2014
Official Gazette Publication Confirmation E-Mailed
Jul 1, 2014
Published For Opposition
Jun 11, 2014
Notification Of Notice Of Publication E-Mailed
May 28, 2014
Law Office Publication Review Completed
May 27, 2014
Assigned To Lie
May 23, 2014
Approved For Pub - Principal Register
May 23, 2014
Examiner's Amendment Entered
May 23, 2014
Notification Of Examiners Amendment E-Mailed
May 23, 2014
Examiners Amendment E-Mailed
May 23, 2014
Examiners Amendment -Written
May 23, 2014
Assigned To Examiner
Mar 3, 2014
New Application Office Supplied Data Entered In Tram
Feb 21, 2014
New Application Entered In Tram
Trademark Alertz updated from USPTO on 2030-01-24
