Trademark: 86296136
Status Date
Tuesday, January 24, 2023
Registration Number
5046018
Registration Date
Tuesday, September 20, 2016
Filing Date
Friday, May 30, 2014
Published for Opposition
Tuesday, November 17, 2015
41 Educational and entertainment services, namely, conducting seminars, making personal appearances by financial advisors and financial professionals, and performing speaking engagements, all in the field of financial planning
36 Financial planning and investment advisory services; brokerage of stock, mutual funds, exchange traded funds, and other securities; financial analysis, consultation and planning; financial portfolio management; individual retirement account services; investment services, namely, asset acquisition, consultation, development and management services; financial services, namely, wealth management services, charitable gift planning services, cash flow planning, life stewardship advising services, intergenerational wealth transfer planning services, and alternative investment advising services; insurance brokerage and advising services
Jan 24, 2023
Notice Of Acceptance Of Sec. 8 & 15 - E-Mailed
Jan 24, 2023
Registered - Sec. 8 (6-Yr) Accepted & Sec. 15 Ack.
Jan 24, 2023
Case Assigned To Post Registration Paralegal
Jul 7, 2022
Teas Section 8 & 15 Received
Sep 20, 2021
Courtesy Reminder - Sec. 8 (6-Yr) E-Mailed
Dec 31, 2020
Applicant/Correspondence Changes (Non-Responsive) Entered
Dec 31, 2020
Teas Change Of Correspondence Received
Dec 31, 2020
Attorney/Dom.Rep.Revoked And/Or Appointed
Dec 31, 2020
Teas Revoke/App/Change Addr Of Atty/Dom Rep Received
Dec 31, 2020
Teas Change Of Owner Address Received
Apr 25, 2017
Applicant/Correspondence Changes (Non-Responsive) Entered
Apr 25, 2017
Teas Change Of Owner Address Received
Sep 20, 2016
Registered-Principal Register
Aug 13, 2016
Notice Of Acceptance Of Statement Of Use E-Mailed
Aug 12, 2016
Allowed Principal Register - Sou Accepted
Aug 12, 2016
Statement Of Use Processing Complete
Jul 8, 2016
Use Amendment Filed
Aug 3, 2016
Case Assigned To Intent To Use Paralegal
Jul 8, 2016
Teas Statement Of Use Received
Jan 12, 2016
Noa E-Mailed - Sou Required From Applicant
Nov 17, 2015
Official Gazette Publication Confirmation E-Mailed
Nov 17, 2015
Published For Opposition
Oct 28, 2015
Notification Of Notice Of Publication E-Mailed
Oct 15, 2015
Law Office Publication Review Completed
Oct 13, 2015
Approved For Pub - Principal Register
Oct 8, 2015
Examiner's Amendment Entered
Oct 8, 2015
Notification Of Examiners Amendment E-Mailed
Oct 8, 2015
Examiners Amendment E-Mailed
Oct 8, 2015
Examiners Amendment -Written
Oct 6, 2015
Teas/Email Correspondence Entered
Oct 6, 2015
Correspondence Received In Law Office
Sep 29, 2015
Assigned To Lie
Sep 15, 2015
Teas Response To Office Action Received
Mar 27, 2015
Notification Of Non-Final Action E-Mailed
Mar 27, 2015
Non-Final Action E-Mailed
Mar 27, 2015
Non-Final Action Written
Mar 10, 2015
Teas/Email Correspondence Entered
Mar 10, 2015
Correspondence Received In Law Office
Mar 10, 2015
Teas Response To Office Action Received
Sep 13, 2014
Notification Of Non-Final Action E-Mailed
Sep 13, 2014
Non-Final Action E-Mailed
Sep 13, 2014
Non-Final Action Written
Sep 12, 2014
Assigned To Examiner
Jun 12, 2014
New Application Office Supplied Data Entered
Jun 3, 2014
New Application Entered
Trademark Alertz updated from USPTO on 2030-01-24
