Trademark: 86474504
Status Date
Monday, December 11, 2023
Registration Number
5273632
Registration Date
Tuesday, August 29, 2017
Filing Date
Monday, December 8, 2014
Published for Opposition
Tuesday, August 4, 2015
36 Banking services; financial services, namely, checking and savings account services, financing loans for individual consumers and small businesses, and wealth management services; mortgage loan financing services; financial planning services; investment management, namely, management of 401k plans, Individual Retirement Accounts (IRAs), Roth and SEP accounts; administration of employee benefit plans concerning finance specifically relating to defined benefit and profit sharing plans; managing estate trusts, particularly, personal trust, revocable trusts, charitable foundation trusts self-directed custodial accounts for IRAs, employee benefit plans, agency accounts, personal trusts and estates
35 Tax preparation in the field of corporations, partnerships, individuals, fiduciaries, and retirement planning
Dec 11, 2023
Notice Of Acceptance Of Sec. 8 & 15 - E-Mailed
Dec 11, 2023
Registered - Sec. 8 (6-Yr) Accepted & Sec. 15 Ack.
Dec 11, 2023
Case Assigned To Post Registration Paralegal
Jun 14, 2023
Teas Section 8 & 15 Received
Aug 29, 2022
Courtesy Reminder - Sec. 8 (6-Yr) E-Mailed
Aug 29, 2017
Registered-Principal Register
Jul 25, 2017
Ttab Release Case To Trademarks
Jul 25, 2017
Opposition Terminated No. 999999
Jul 25, 2017
Opposition Dismissed No. 999999
Dec 2, 2015
Opposition Instituted No. 999999
Aug 12, 2015
Extension Of Time To Oppose Received
Aug 4, 2015
Official Gazette Publication Confirmation E-Mailed
Aug 4, 2015
Published For Opposition
Jul 15, 2015
Notification Of Notice Of Publication E-Mailed
Jul 1, 2015
Law Office Publication Review Completed
Jul 1, 2015
Assigned To Lie
Jun 16, 2015
Approved For Pub - Principal Register
May 28, 2015
Teas/Email Correspondence Entered
May 28, 2015
Correspondence Received In Law Office
May 28, 2015
Teas Request For Reconsideration Received
Apr 30, 2015
Notification Of Final Refusal Emailed
Apr 30, 2015
Final Refusal E-Mailed
Apr 30, 2015
Final Refusal Written
Apr 1, 2015
Preliminary/Voluntary Amendment - Entered
Apr 1, 2015
Teas Voluntary Amendment Received
Mar 31, 2015
Teas/Email Correspondence Entered
Mar 31, 2015
Correspondence Received In Law Office
Mar 31, 2015
Teas Response To Office Action Received
Mar 21, 2015
Notification Of Non-Final Action E-Mailed
Mar 21, 2015
Non-Final Action E-Mailed
Mar 21, 2015
Non-Final Action Written
Mar 21, 2015
Assigned To Examiner
Jan 5, 2015
Teas Amendment Entered Before Attorney Assigned
Jan 5, 2015
Teas Voluntary Amendment Received
Dec 12, 2014
New Application Office Supplied Data Entered
Trademark Alertz updated from USPTO on 2030-01-24
