Trademark: 86497512
Status Date
Friday, August 13, 2021
Registration Number
4844327
Registration Date
Tuesday, November 3, 2015
Filing Date
Wednesday, January 7, 2015
Published for Opposition
Tuesday, August 18, 2015
36 Investment management and advising; financial planning; wealth management planning; providing fiduciary investment advice services to corporate retirement and deferred compensation plan trustees and plan participants; providing information and data about financial retirement plans to the third party administrators of the plans; providing consultation services and advice to individuals regarding disability, life, long term care, personal liability, home owners, automobile, and medical insurance; insurance brokerage in the fields of disability, life, and long-term care insurance policies; providing analysis, advice, and recommendations in the fields of financial advice regarding budgeting, cash management, balancing current lifestyle and future goals, preparations for retirement and college funding; providing financial analysis and advice regarding income tax implications of financial planning and investment; and assisting individuals with estate planning documents
May 25, 2022
Automatic Update Of Assignment Of Ownership
Aug 13, 2021
Notice Of Acceptance Of Sec. 8 & 15 - E-Mailed
Aug 13, 2021
Registered - Sec. 8 (6-Yr) Accepted & Sec. 15 Ack.
Aug 13, 2021
Case Assigned To Post Registration Paralegal
Apr 15, 2021
Teas Section 8 & 15 Received
Nov 3, 2020
Courtesy Reminder - Sec. 8 (6-Yr) E-Mailed
Nov 3, 2015
Registered-Principal Register
Aug 18, 2015
Official Gazette Publication Confirmation E-Mailed
Aug 18, 2015
Published For Opposition
Jul 29, 2015
Notification Of Notice Of Publication E-Mailed
Jul 14, 2015
Law Office Publication Review Completed
Jul 14, 2015
Approved For Pub - Principal Register
Jul 8, 2015
Examiner's Amendment Entered
Jul 8, 2015
Assigned To Lie
Jul 8, 2015
Notification Of Examiners Amendment E-Mailed
Jul 8, 2015
Examiners Amendment E-Mailed
Jul 8, 2015
Examiners Amendment -Written
Jun 16, 2015
Teas/Email Correspondence Entered
Jun 16, 2015
Correspondence Received In Law Office
Jun 16, 2015
Teas Response To Office Action Received
Apr 15, 2015
Notification Of Non-Final Action E-Mailed
Apr 15, 2015
Non-Final Action E-Mailed
Apr 15, 2015
Non-Final Action Written
Apr 13, 2015
Assigned To Examiner
Jan 21, 2015
Notice Of Pseudo Mark E-Mailed
Jan 20, 2015
New Application Office Supplied Data Entered In Tram
Jan 10, 2015
New Application Entered In Tram
Trademark Alertz updated from USPTO on 2030-01-24
