Trademark: 86665487
Status Date
Saturday, July 2, 2022
Registration Number
4903115
Registration Date
Tuesday, February 16, 2016
Filing Date
Wednesday, June 17, 2015
41 Educational services, namely, providing customized Web based non-downloadable webinars and online courses, non-downloadable pre-recorded webinars, non-downloadable videos for education, training, and continuing education, accredited education and distribution of white papers and written materials in connection therewith relating to elder abuse, assisting financial advisors to establish plans to respond to evidence of elder abuse; workshops and training directed to the implementation of senior-specific policies, dealing with difficult aging client situations, mock client interviews, role-play, and client communication; providing speaking and presentations services on aging; all the afore mentioned services relating to best practices for managing clients with diminished capacity, confidentiality issues, intergenerational wealth transfers, intragenerational family conflicts, initiating family meetings, protecting aging clients from predators, and establishing senior-specific policies for individual as well as organization based financial professionals; training services in the field of preventing and stopping elder financial abuse
9 downloadable electronic publications in the nature of newsletters, policy development kits, instructions, checklists for developing policies, sample documents all in the fields of best practices for managing clients with diminished capacity, confidentiality issues, intergenerational wealth transfers, intragenerational family conflicts, initiating family meetings, protecting aging clients from predators, and establishing senior-specific policies for individual as well as organization based financial professionals
35 business consulting to financial services professionals in the nature of work groups, program and policy development and implementation aimed at preventing and stopping elder financial abuse; business consulting to financial services professionals in the nature of implementation of strategies directed to intergenerational wealth transfers, client and family communication, family disputes, and expansion of the financial professional's role; business consulting to financial services professionals in the nature of consulting on best practices for financial management of clients with diminished capacity, confidentiality issues, intergenerational wealth transfers, intragenerational family conflicts, initiating family meetings, protecting aging clients from predators, and establishing senior-specific policies for individual as well as organization based financial professionals
Nov 17, 2023
Teas Change Of Correspondence Received
Nov 17, 2023
Attorney/Dom.Rep.Revoked And/Or Appointed
Nov 17, 2023
Teas Revoke/App/Change Addr Of Atty/Dom Rep Received
Feb 1, 2023
Teas Change Of Correspondence Received
Feb 1, 2023
Attorney/Dom.Rep.Revoked And/Or Appointed
Feb 1, 2023
Teas Revoke/App/Change Addr Of Atty/Dom Rep Received
Sep 12, 2022
Withdrawal Of Attorney Granted
Sep 12, 2022
Teas Withdrawal Of Attorney Received
Sep 9, 2022
Applicant/Correspondence Changes (Non-Responsive) Entered
Sep 9, 2022
Teas Change Of Correspondence Received
Sep 9, 2022
Attorney/Dom.Rep.Revoked And/Or Appointed
Sep 9, 2022
Teas Revoke/App/Change Addr Of Atty/Dom Rep Received
Sep 9, 2022
Teas Change Of Owner Address Received
Jul 2, 2022
Notice Of Acceptance Of Sec. 8 - E-Mailed
Jul 2, 2022
Registered - Sec. 8 (6-Yr) Accepted
Jul 2, 2022
Case Assigned To Post Registration Paralegal
Jan 26, 2022
Teas Section 8 Received
Feb 16, 2021
Courtesy Reminder - Sec. 8 (6-Yr) E-Mailed
Jul 8, 2020
Applicant/Correspondence Changes (Non-Responsive) Entered
Jul 8, 2020
Teas Change Of Correspondence Received
Jul 8, 2020
Teas Withdrawal Of Attorney Received-Firm Retains
Jul 8, 2020
Attorney/Dom.Rep.Revoked And/Or Appointed
Jul 8, 2020
Teas Revoke/App/Change Addr Of Atty/Dom Rep Received
Jul 8, 2020
Teas Change Of Owner Address Received
Sep 25, 2019
Attorney/Dom.Rep.Revoked And/Or Appointed
Sep 25, 2019
Teas Revoke/App/Change Addr Of Atty/Dom Rep Received
Feb 16, 2016
Registered-Supplemental Register
Jan 13, 2016
Law Office Publication Review Completed
Jan 9, 2016
Assigned To Lie
Nov 3, 2015
Approved For Registration Supplemental Register
Oct 29, 2015
Teas/Email Correspondence Entered
Oct 28, 2015
Correspondence Received In Law Office
Oct 28, 2015
Teas Response To Office Action Received
Oct 2, 2015
Notification Of Non-Final Action E-Mailed
Oct 2, 2015
Non-Final Action E-Mailed
Oct 2, 2015
Non-Final Action Written
Sep 25, 2015
Assigned To Examiner
Jun 24, 2015
Notice Of Pseudo Mark E-Mailed
Jun 23, 2015
New Application Office Supplied Data Entered
Jun 20, 2015
New Application Entered
Trademark Alertz updated from USPTO on 2030-01-24
