Trademark: 86593876
Word
WE MAKE FINANCIAL PLANNING CRYSTAL CLEAR
Status Date
Tuesday, September 26, 2023
Registration Number
4952846
Registration Date
Tuesday, May 3, 2016
Filing Date
Friday, April 10, 2015
Published for Opposition
Tuesday, September 29, 2015
Cancellation Date
Tuesday, September 26, 2023
16 Newsletters, brochures, and magazines in the fields of securities, options, bonds and other financial instruments; Printed matter, namely, newspapers, photographs, magazines, books, printed periodicals, newsletters, and brochures all in the fields of securities, options and other financial instruments; Printed plans
36 Administration of employee benefit plans concerning insurance and finance; Administration of employee benefit plans concerning insurance and finance; Conducting financial feasibility studies; Estate planning; Estate trust planning; Financial administration of employee pension plans; Financial administration of retirement plans; Financial advice; Financial advice and consultancy services; Financial advice, namely, budget planning; Financial advisory and consultancy services, namely, the creation of personalized strategies to achieve financial independence; Financial advisory and consultancy services, namely, wealth management; Financial analyses; Financial analysis and consultation; Financial analysis and research services; Financial analysis, namely, compiling and analyzing statistics, data and other sources of information for financial purposes; Financial and investment services, namely, management and brokerage in the fields of stocks, bonds, options, commodities, futures and other securities, and the investment of funds of others; Financial consultancy; Financial consultancy and insurance consultancy; Financial consultation; Financial consultation in the field of environmental management, namely, advising business and individuals on issues of portfolio planning and investment planning; Financial consulting; Financial information; Financial information and advisory services; Financial information and evaluations; Financial information processing; Financial information provided by electronic means; Financial information services provided on-line from a computer database or a global computer network, namely, providing information in the field of financial classification of companies and securities; Financial investment brokerage; Financial investment brokerage services; Financial investment in the field of financial planning; Financial management; Financial management of employee pension plans; Financial management via the Internet; Financial planning; Financial planning and investment advisory services; Financial planning consultation; Financial planning for retirement; Financial planning, namely, the creation of personalized strategies to achieve financial independence; Financial portfolio analysis services; Financial portfolio management; Financial research and information services; Financial retirement plan consulting services; Financial risk management; Financial risk management consultation; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; Financial services, namely, providing an investment option available for variable annuity and variable life insurance products; Financial services, namely, the trading of financial instruments, securities, shares, options and other derivative products; Financial services, namely, wealth management services; Financial trust planning; Insurance and financial information and consultancy services; Mutual fund planning services; On-line financial planning services; Providing a web site featuring personal financial information and financial advice; Providing a web site that assists financial professionals in the management of retirement accounts; Providing financial information; Providing financial information via a web site; Providing financial services with respect to securities and other financial instruments and products, namely, providing financial market news and commentary; Providing financial services with respect to securities and other financial instruments and products, namely, trading of and investments in securities and financial instruments and products for others; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement; Providing information in the field of employee financial benefit plans; Providing information, commentary and advice in the field of finance, financial investments and financial valuations; Providing investors with financial information; Providing on-line financial calculators; Strategic corporate financial advisory services; Strategic financial advisory services
35 Analyzing and compiling data for measuring the performance of financial markets; Assistance, advisory services and consultancy with regard to business planning, business analysis, business management, and business organization; Assistance, advisory services and consultancy with regard to business planning, business analysis, business management, business organization, marketing and customer analysis; Business management planning; Business planning; Business strategic planning services; Business succession planning; Financial record-keeping for Individual and Business for the purposes of insurance risk management, regulatory compliance purposes. Financial statement preparation and analysis for businesses; Marketing plan development; Preparation of financial statements; Preparing financial reports for others; Providing an on-line computer web site that provides commercial financial transaction data, account management, financial reporting, accounting features and related reference information; Tax and taxation planning, advice, information and consultancy services
Apr 20, 2015
New Application Office Supplied Data Entered
Jul 30, 2015
Teas Response To Office Action Received
Apr 14, 2015
New Application Entered
Jul 20, 2015
Assigned To Examiner
Jul 20, 2015
Non-Final Action Written
Jul 20, 2015
Non-Final Action E-Mailed
Jul 20, 2015
Notification Of Non-Final Action E-Mailed
Aug 5, 2015
Approved For Pub - Principal Register
Dec 4, 2015
Teas Statement Of Use Received
Jul 30, 2015
Correspondence Received In Law Office
Jul 31, 2015
Teas/Email Correspondence Entered
Aug 21, 2015
Assigned To Lie
Aug 21, 2015
Law Office Publication Review Completed
Sep 9, 2015
Notification Of Notice Of Publication E-Mailed
Sep 29, 2015
Published For Opposition
Sep 29, 2015
Official Gazette Publication Confirmation E-Mailed
Nov 24, 2015
Noa E-Mailed - Sou Required From Applicant
Feb 5, 2016
Su - Final Refusal - Written
Dec 4, 2015
Use Amendment Filed
Jan 19, 2016
Statement Of Use Processing Complete
Jan 17, 2016
Case Assigned To Intent To Use Paralegal
Jan 19, 2016
Su - Non-Final Action - Written
Jan 19, 2016
Non-Final Action E-Mailed
Jan 19, 2016
Notification Of Non-Final Action E-Mailed
Jan 22, 2016
Teas Response To Office Action Received
Jan 25, 2016
Correspondence Received In Law Office
Jan 25, 2016
Teas/Email Correspondence Entered
Feb 5, 2016
Final Refusal E-Mailed
Feb 5, 2016
Notification Of Final Refusal Emailed
Apr 26, 2022
Teas Section 8 Received
Mar 28, 2016
Teas Request For Reconsideration Received
Mar 28, 2016
Correspondence Received In Law Office
Mar 29, 2016
Teas/Email Correspondence Entered
Mar 31, 2016
Allowed Principal Register - Sou Accepted
Apr 1, 2016
Notice Of Acceptance Of Statement Of Use E-Mailed
May 3, 2016
Registered-Principal Register
May 3, 2021
Courtesy Reminder - Sec. 8 (6-Yr) E-Mailed
May 11, 2022
Case Assigned To Post Registration Paralegal
Dec 13, 2022
Office Action Issued Pou2
Dec 28, 2022
Teas Response To Office Action-Post Reg Received
Sep 26, 2023
Cancelled Sec. 8 (6-Yr)
Sep 27, 2023
Notice Of Cancellation Sec. 8 Emailed
Jun 8, 2022
Office Action Issued Pou1
Sep 28, 2022
Teas Response To Office Action-Post Reg Received
Mar 8, 2023
Office Action Issued Pou3
Trademark Alertz updated from USPTO on 2030-01-24
