Trademark: 86614595
Word
HS HERITAGE STRATEGIES LLC
Status
Registered
Status Code
701
Status Date
Tuesday, July 19, 2022
Serial Number
86614595
Registration Number
4967529
Registration Date
Tuesday, May 31, 2016
Mark Type
3000
Filing Date
Wednesday, April 29, 2015
Published for Opposition
Tuesday, March 15, 2016

Trademark Owner History
HERITAGE STRATEGIES LLC - Original Registrant

Classifications
16 Print publications, namely, books in the field of financial planning and management, insurance planning and management, annuities planning and management, life and retirement planning and management, investment planning and management, tax planning, mutual fund investments, estate planning, long-term care, charitable planning, fundraising, faith, family, health and wellness
36 Assistance, advice, and consultancy with regard to financial planning and financial analysis in the field of finances, financial management, the acquisition of income and capital, debt and credit management, investment advisory services, financial asset protection, and insurance advising and consulting services; Consulting services in the field of state and federal employee benefit plans concerning finance and insurance; Consulting and information concerning insurance; Financial advisory and consultancy services; Financial analysis and consultation; Financial information and advisory services; Financial consulting services, namely, expert analysis in finance; Financial planning consultation; Financial planning, namely, the creation of personalized strategies to achieve financial independence; Financial planning; Investment advisory services; Financial services, namely, savings programs for individuals and administration of savings programs; On-line financial planning services; Providing a web site featuring financial information and financial advice; Providing information and advice in the field of finance, financial valuations, the financial aspects of retirement, debt and credit management, financial asset protection, and insurance advisory and consulting services; Providing information in the field of finance and insurance; Strategic financial advisory services; Advice and consultancy with regard to estate planning; Providing information and advice in the field of estate planning
35 Assistance, advice, and consultancy with regard to business practice and business management, business succession planning, tax planning
The mark consists of the word "HERITAGE" above the terms "STRATEGIES LLC", separated by a horizontal line. To the left of the wording appears the letters "HS" inside a picture of a wax stamp.
The mark was first used in commerce in a different form other than that sought to be registered at least as early as 00/00/2008.
The mark was first used in commerce in a different form other than that sought to be registered at least as early as 00/00/2008
The mark was first used anywhere in a different form other than that sought to be registered at least as early as 00/00/2008
Color is not claimed as a feature of the mark.
The mark was first used anywhere in a different form other than that sought to be registered at least as early as 00/00/2008.
"STRATEGIES LLC"

Trademark Events
Jul 19, 2022
Notice Of Acceptance Of Sec. 8 - E-Mailed
Jul 19, 2022
Registered - Sec. 8 (6-Yr) Accepted
Jul 19, 2022
Case Assigned To Post Registration Paralegal
Feb 17, 2022
Teas Section 8 Received
May 31, 2021
Courtesy Reminder - Sec. 8 (6-Yr) E-Mailed
May 31, 2016
Registered-Principal Register
Mar 15, 2016
Official Gazette Publication Confirmation E-Mailed
Mar 15, 2016
Published For Opposition
Feb 24, 2016
Notification Of Notice Of Publication E-Mailed
Feb 11, 2016
Law Office Publication Review Completed
Feb 4, 2016
Approved For Pub - Principal Register
Feb 4, 2016
Examiner's Amendment Entered
Feb 4, 2016
Notification Of Examiners Amendment E-Mailed
Feb 4, 2016
Examiners Amendment E-Mailed
Feb 4, 2016
Examiners Amendment -Written
Feb 3, 2016
Previous Allowance Count Withdrawn
Feb 2, 2016
Withdrawn From Pub - Og Review Query
Jan 20, 2016
Law Office Publication Review Completed
Jan 13, 2016
Approved For Pub - Principal Register
Dec 28, 2015
Teas/Email Correspondence Entered
Dec 28, 2015
Correspondence Received In Law Office
Dec 18, 2015
Assigned To Lie
Dec 4, 2015
Teas Response To Office Action Received
Aug 17, 2015
Notification Of Priority Action E-Mailed
Aug 17, 2015
Priority Action E-Mailed
Aug 17, 2015
Priority Action Written
Aug 10, 2015
Assigned To Examiner
May 12, 2015
Notice Of Design Search Code E-Mailed
May 11, 2015
New Application Office Supplied Data Entered In Tram
May 2, 2015
New Application Entered In Tram

Trademark Alertz updated from USPTO on 2030-01-24