Trademark: 86383760
Word

Status
Registered
Status Code
702
Status Date
Monday, June 14, 2021
Serial Number
86383760
Registration Number
4783428
Registration Date
Tuesday, July 28, 2015
Mark Type
2000
Filing Date
Wednesday, September 3, 2014
Published for Opposition
Tuesday, January 27, 2015

Trademark Owner History

Classifications
36 Investment management and investment advisory services; financial planning; financial management; estate planning; financial services, namely, wealth management services; financial planning for retirement; financial services, namely, estate settlement services; family office services, namely, handling financial affairs for wealthy families in the nature of wealth management services; trustee services; charitable foundation services, namely, developing and managing charitable giving programs on behalf of wealthy individuals or families and providing assistance in making foundation grants to charitable organizations; insurance consultancy services, namely, providing advice in the field of life, property and casualty insurance
35 Tax and taxation planning, advice, information and consultancy services
Color is not claimed as a feature of the mark.

Trademark Events
Sep 6, 2023
Automatic Update Of Assignment Of Ownership
Jun 14, 2021
Notice Of Acceptance Of Sec. 8 & 15 - E-Mailed
Jun 14, 2021
Registered - Sec. 8 (6-Yr) Accepted & Sec. 15 Ack.
Jun 14, 2021
Case Assigned To Post Registration Paralegal
Feb 5, 2021
Teas Section 8 & 15 Received
Jul 28, 2020
Courtesy Reminder - Sec. 8 (6-Yr) E-Mailed
Apr 10, 2018
Electronic Record Review Complete
Jul 28, 2015
Registered-Principal Register
Jun 26, 2015
Notice Of Acceptance Of Statement Of Use E-Mailed
Jun 25, 2015
Electronic Record Review Complete
Jun 12, 2015
On Hold - Electronic Record Review Required
Jun 12, 2015
On Hold - Electronic Record Review Required
Jun 11, 2015
Notice Of Acceptance Of Statement Of Use E-Mailed
Jun 10, 2015
Allowed Principal Register - Sou Accepted
Jun 2, 2015
Statement Of Use Processing Complete
Apr 27, 2015
Use Amendment Filed
May 28, 2015
Case Assigned To Intent To Use Paralegal
Apr 27, 2015
Teas Statement Of Use Received
Mar 24, 2015
Noa E-Mailed - Sou Required From Applicant
Jan 27, 2015
Official Gazette Publication Confirmation E-Mailed
Jan 27, 2015
Published For Opposition
Jan 7, 2015
Notification Of Notice Of Publication E-Mailed
Dec 16, 2014
Approved For Pub - Principal Register
Dec 16, 2014
Assigned To Examiner
Sep 13, 2014
Notice Of Design Search Code E-Mailed
Sep 12, 2014
New Application Office Supplied Data Entered
Sep 6, 2014
New Application Entered

Trademark Alertz updated from USPTO on 2030-01-24