Trademark: 86529660
Status Date
Tuesday, June 6, 2023
Registration Number
5010645
Registration Date
Tuesday, August 2, 2016
Filing Date
Tuesday, February 10, 2015
Published for Opposition
Tuesday, May 17, 2016
16 Printed materials and reports, namely, marketing and educational materials and reports in the fields of professional money management services, investment management services, investment account management services, financial planning for retirement, financial planning, estate planning, financial portfolio management, financial investment brokerage, securities brokerage, stock brokerage, insurance brokerage, and financial information; [ Printed financial services reports to financial services representatives; ] Printed materials in the nature of [ brochures, pamphlets and ] reports identifying investment and planning opportunities by using federal tax returns
36 [ Investment services, namely, professional money management services, investment management services, investment account management services; investment account management services, namely, customizable brokerage accounts consisting of mutual funds and individual securities; investment account management services, namely, fund management services for high-net-worth portfolios using select mutual funds as investment vehicles for various asset classes; ] financial planning for retirement; financial planning; [ estate planning; financial portfolio management; financial investment brokerage; securities brokerage; stock brokerage services; insurance services, namely, insurance brokerage; providing financial information; ] providing information and advice in the field of professional money management services, investment management services, investment account management services, financial planning for retirement, financial planning, estate planning, financial portfolio management, financial investment brokerage, securities brokerage, stock brokerage, insurance brokerage, financial information, and investment and planning opportunities by using federal tax returns; providing financial services forms to financial services representatives distributed online, namely, providing an Internet website portal in the field of financial services for distributing financial services forms for financial services representatives; providing financial services forms to financial services representatives distributed online, namely, providing a website featuring information in the field of financial services in the nature of financial services forms for financial services representatives
Dec 18, 2023
Teas Withdrawal Of Attorney Received-Firm Retains
Dec 18, 2023
Teas Change Of Correspondence Received
Dec 18, 2023
Attorney/Dom.Rep.Revoked And/Or Appointed
Dec 18, 2023
Teas Revoke/App/Change Addr Of Atty/Dom Rep Received
Dec 18, 2023
Applicant/Correspondence Changes (Non-Responsive) Entered
Dec 18, 2023
Teas Change Of Owner Address Received
Dec 6, 2023
Assignment Of Ownership Not Updated Automatically
Jun 6, 2023
Notice Of Acceptance Of Sec. 8 & 15 - E-Mailed
Jun 6, 2023
Registered - Sec. 8 (6-Yr) Accepted & Sec. 15 Ack.
May 23, 2023
Case Assigned To Post Registration Paralegal
Nov 9, 2022
Teas Section 8 & 15 Received
Aug 2, 2021
Courtesy Reminder - Sec. 8 (6-Yr) E-Mailed
Feb 26, 2020
Automatic Update Of Assignment Of Ownership
May 15, 2019
Assignment Of Ownership Not Updated Automatically
May 14, 2018
Attorney/Dom.Rep.Revoked And/Or Appointed
May 14, 2018
Teas Revoke/App/Change Addr Of Atty/Dom Rep Received
Aug 2, 2016
Registered-Principal Register
May 17, 2016
Official Gazette Publication Confirmation E-Mailed
May 17, 2016
Published For Opposition
Apr 27, 2016
Notification Of Notice Of Publication E-Mailed
Apr 8, 2016
Approved For Pub - Principal Register
Apr 8, 2016
Teas/Email Correspondence Entered
Apr 8, 2016
Correspondence Received In Law Office
Apr 7, 2016
Teas Voluntary Amendment Received
Mar 23, 2016
Divisional Processing Complete
Mar 16, 2016
Divisional Request Received
Mar 17, 2016
Teas/Email Correspondence Entered
Mar 16, 2016
Correspondence Received In Law Office
Mar 16, 2016
Teas Response To Office Action Received
Mar 16, 2016
Teas Request To Divide Received
Feb 29, 2016
Notification Of Notice Of Unresponsive Amendment - E-Mailed
Feb 29, 2016
Notice Of Unresponsive Amendment - E-Mailed
Feb 29, 2016
Report Unresponsive Amendment - Completed
Feb 29, 2016
Itu Office Action Issued For Divisional Request
Feb 29, 2016
Case Assigned To Intent To Use Paralegal
Feb 22, 2016
Teas/Email Correspondence Entered
Feb 22, 2016
Correspondence Received In Law Office
Feb 22, 2016
Teas Response To Office Action Received
Feb 22, 2016
Teas Request To Divide Received
Feb 19, 2016
Attorney/Dom.Rep.Revoked And/Or Appointed
Feb 19, 2016
Teas Revoke/App/Change Addr Of Atty/Dom Rep Received
Jan 27, 2016
Assignment Of Ownership Not Updated Automatically
Dec 3, 2015
Notification Of Non-Final Action E-Mailed
Dec 3, 2015
Non-Final Action E-Mailed
Dec 3, 2015
Non-Final Action Written
Nov 3, 2015
Teas/Email Correspondence Entered
Nov 2, 2015
Correspondence Received In Law Office
Nov 2, 2015
Teas Response To Office Action Received
May 20, 2015
Notification Of Non-Final Action E-Mailed
May 20, 2015
Non-Final Action E-Mailed
May 20, 2015
Non-Final Action Written
May 18, 2015
Assigned To Examiner
Feb 24, 2015
New Application Office Supplied Data Entered
Feb 13, 2015
New Application Entered
Trademark Alertz updated from USPTO on 2030-01-24
