Trademark: 86315966
Status Date
Friday, June 4, 2021
Registration Number
4681466
Registration Date
Tuesday, February 3, 2015
Filing Date
Friday, June 20, 2014
Published for Opposition
Tuesday, November 18, 2014
36 Financial services in the nature of building investment strategies through the use of individual securities and ETFs (Exchange Traded Funds) to achieve customized goals and objectives that complement client's overall financial situation; Financial services, namely, wealth management services; Financial asset management; Financial advisory and consultancy services, namely, the creation of personalized strategies to achieve financial independence; Financial and investment services, namely, management and brokerage in the fields of stocks, bonds, options, commodities, futures and other securities, and the investment of funds of others; Financial planning and investment advisory services; Financial retirement plan consulting services
Feb 3, 2024
Courtesy Reminder - Sec. 8 (10-Yr)/Sec. 9 E-Mailed
Jun 4, 2021
Notice Of Acceptance Of Sec. 8 & 15 - E-Mailed
Jun 4, 2021
Registered - Sec. 8 (6-Yr) Accepted & Sec. 15 Ack.
Jun 4, 2021
Case Assigned To Post Registration Paralegal
Feb 2, 2021
Teas Section 8 & 15 Received
Feb 3, 2020
Courtesy Reminder - Sec. 8 (6-Yr) E-Mailed
Feb 3, 2015
Registered-Principal Register
Nov 18, 2014
Official Gazette Publication Confirmation E-Mailed
Nov 18, 2014
Published For Opposition
Oct 29, 2014
Notification Of Notice Of Publication E-Mailed
Oct 6, 2014
Approved For Pub - Principal Register
Sep 27, 2014
Assigned To Examiner
Jun 28, 2014
New Application Office Supplied Data Entered
Jun 24, 2014
New Application Entered
Trademark Alertz updated from USPTO on 2030-01-24
