Trademark: 86675967
Status Date
Friday, August 25, 2023
Registration Number
5169228
Registration Date
Tuesday, March 28, 2017
Filing Date
Friday, June 26, 2015
Published for Opposition
Tuesday, January 10, 2017
41 Education services, namely, providing seminars, webinars, roundtables, and workshops in the fields of life insurance for estate and business planning, employee benefits consulting, health benefits, and wealth management
36 Advice relating to investments; Brokerage of shares and other securities; Brokerage of shares or stocks and other securities; Brokerage services for capital investments; Brokerage services for stocks and bonds; Brokerage services in the field of securities and commodities investing; Capital investment consulting; Capital investment services; Consultancy of capital investment; Estate planning; Equity capital investment; Financial advice; Financial advice and consultancy services; 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 investment brokerage; Financial investment brokerage services; Financial investment in the field of securities; Financial planning and investment advisory services; Financial portfolio analysis services; Financial portfolio management; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; Fund investment consultation; Funds investment; Global investment research services; Investment advice; Investment advisory services; Investment brokerage; Investment of funds for others; Investment services, namely, asset acquisition, consultation, development and management services; Life insurance brokerage; Management of a capital investment fund; Mutual fund brokerage; Mutual fund investment; Private equity fund investment services; Providing counseling and consulting in the field of health care benefits and employee benefits; 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 and research in the field of finance and financial investments; Providing information, namely, updates and alerts, via website, internet and newsletters, in the field of life insurance for estate and business planning, employee benefits consulting, health benefits, namely, employee health benefits, healthcare benefits, and health benefit plans, and wealth management
35 Assistance with business management and planning; Business succession planning; Cost management for the health benefit plans of others; Cost management for the health care benefit plans of others
45 Regulatory compliance consulting in the field of retirement plan administration
44 Consulting in the field of health, mental health, and wellness to bring about personal happiness; Wellness and health-related consulting services
Aug 25, 2023
Notice Of Acceptance Of Sec. 8 - E-Mailed
Aug 25, 2023
Registered - Sec. 8 (6-Yr) Accepted
Aug 25, 2023
Teas Response To Office Action-Post Reg Received
Aug 25, 2023
Post Registration Action Mailed - Sec. 8
Aug 25, 2023
Case Assigned To Post Registration Paralegal
Mar 28, 2023
Teas Section 8 Received
May 13, 2022
Applicant/Correspondence Changes (Non-Responsive) Entered
May 13, 2022
Teas Change Of Correspondence Received
May 13, 2022
Attorney/Dom.Rep.Revoked And/Or Appointed
May 13, 2022
Teas Revoke/App/Change Addr Of Atty/Dom Rep Received
May 13, 2022
Teas Change Of Owner Address Received
Mar 28, 2022
Courtesy Reminder - Sec. 8 (6-Yr) E-Mailed
May 30, 2017
Teas Change Of Correspondence Received
Mar 28, 2017
Registered-Principal Register
Jan 10, 2017
Official Gazette Publication Confirmation E-Mailed
Jan 10, 2017
Published For Opposition
Dec 21, 2016
Notification Of Notice Of Publication E-Mailed
Nov 29, 2016
Approved For Pub - Principal Register
Nov 3, 2016
Examiner's Amendment Entered
Nov 3, 2016
Notification Of Examiners Amendment E-Mailed
Nov 3, 2016
Examiners Amendment E-Mailed
Nov 3, 2016
Examiners Amendment -Written
Oct 13, 2016
Teas/Email Correspondence Entered
Oct 12, 2016
Correspondence Received In Law Office
Oct 12, 2016
Teas Response To Office Action Received
May 3, 2016
Notification Of Non-Final Action E-Mailed
May 3, 2016
Non-Final Action E-Mailed
May 3, 2016
Non-Final Action Written
Apr 13, 2016
Teas/Email Correspondence Entered
Apr 12, 2016
Correspondence Received In Law Office
Apr 12, 2016
Teas Response To Office Action Received
Oct 13, 2015
Notification Of Non-Final Action E-Mailed
Oct 13, 2015
Non-Final Action E-Mailed
Oct 13, 2015
Non-Final Action Written
Oct 5, 2015
Assigned To Examiner
Jul 4, 2015
New Application Office Supplied Data Entered
Jun 30, 2015
New Application Entered
Trademark Alertz updated from USPTO on 2030-01-24
