Trademark: 86409940
Status Date
Wednesday, June 14, 2023
Registration Number
5119915
Registration Date
Tuesday, January 10, 2017
Filing Date
Tuesday, September 30, 2014
Published for Opposition
Tuesday, March 31, 2015
36 Financial planning, namely, financial and investment planning and management for individuals and families and businesses; financial advisors; financial advice relating to registered investments; financial planning and consultation; financial investment services consisting of advisory and management services of corporate 401k accounts; financial services, namely, wealth management services using a holistic, goal oriented collaborative approach; financial services, namely, wealth management services using a multigenerational approach for legacy planning utilizing financial endowments and trust accounts; insurance consultation
Jun 14, 2023
Notice Of Acceptance Of Sec. 8 & 15 - E-Mailed
Jun 14, 2023
Registered - Sec. 8 (6-Yr) Accepted & Sec. 15 Ack.
Jun 14, 2023
Case Assigned To Post Registration Paralegal
Dec 14, 2022
Teas Section 8 & 15 Received
Jan 10, 2022
Courtesy Reminder - Sec. 8 (6-Yr) E-Mailed
Sep 8, 2018
Ttab Release Case To Trademarks
Sep 8, 2018
Cancellation Terminated No. 999999
Sep 8, 2018
Cancellation Denied No. 999999
Mar 27, 2018
Cancellation Instituted No. 999999
Jun 21, 2017
Automatic Update Of Assignment Of Ownership
Jan 10, 2017
Registered-Principal Register
Dec 7, 2016
Notice Of Acceptance Of Statement Of Use E-Mailed
Dec 6, 2016
Allowed Principal Register - Sou Accepted
Dec 5, 2016
Statement Of Use Processing Complete
Nov 28, 2016
Use Amendment Filed
Nov 28, 2016
Teas Statement Of Use Received
Jun 18, 2016
Notice Of Approval Of Extension Request E-Mailed
Jun 17, 2016
Sou Extension 2 Granted
May 12, 2016
Sou Extension 2 Filed
Jun 9, 2016
Case Assigned To Intent To Use Paralegal
May 12, 2016
Teas Extension Received
Oct 9, 2015
Notice Of Approval Of Extension Request E-Mailed
Oct 7, 2015
Sou Extension 1 Granted
Oct 7, 2015
Sou Extension 1 Filed
Oct 7, 2015
Teas Extension Received
May 26, 2015
Noa E-Mailed - Sou Required From Applicant
Mar 31, 2015
Official Gazette Publication Confirmation E-Mailed
Mar 31, 2015
Published For Opposition
Mar 11, 2015
Notification Of Notice Of Publication E-Mailed
Feb 24, 2015
Law Office Publication Review Completed
Feb 24, 2015
Assigned To Lie
Feb 4, 2015
Approved For Pub - Principal Register
Feb 3, 2015
Teas/Email Correspondence Entered
Feb 2, 2015
Correspondence Received In Law Office
Feb 2, 2015
Teas Response To Office Action Received
Jan 27, 2015
Notification Of Non-Final Action E-Mailed
Jan 27, 2015
Non-Final Action E-Mailed
Jan 27, 2015
Non-Final Action Written
Jan 20, 2015
Assigned To Examiner
Oct 7, 2014
New Application Office Supplied Data Entered
Trademark Alertz updated from USPTO on 2030-01-24
