Trademark: 86725962
Status Date
Saturday, September 25, 2021
Registration Number
4967871
Registration Date
Tuesday, May 31, 2016
Filing Date
Friday, August 14, 2015
Published for Opposition
Tuesday, March 15, 2016
35 Business management consulting for investment adviser professionals; compliance monitoring for investment adviser professionals to ensure compliance with federal and state regulations for account auditing purposes; business marketing services for registered investment advisers; business succession planning for investment adviser professionals; back office services for investment advisor professionals, namely, audit support document review and submission, marketing, cashiering in the form of bookkeeping and bill paying, and portfolio account reconciliation on behalf of others
36 Investment advisory services; financial portfolio management
42 Computer software consulting in fields of investment adviser services management and reporting, digital telephone systems, investment adviser tools, secure and redundant backup systems; technological consulting regarding computer hardware systems in fields of investment adviser services management and reporting, digital telephone systems, investment adviser tools, secure and redundant backup systems
Sep 25, 2021
Notice Of Acceptance Of Sec. 8 & 15 - E-Mailed
Sep 25, 2021
Registered - Sec. 8 (6-Yr) Accepted & Sec. 15 Ack.
Sep 25, 2021
Case Assigned To Post Registration Paralegal
Jun 11, 2021
Teas Section 8 & 15 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 3, 2016
Approved For Pub - Principal Register
Feb 3, 2016
Examiner's Amendment Entered
Feb 3, 2016
Notification Of Examiners Amendment E-Mailed
Feb 3, 2016
Examiners Amendment E-Mailed
Feb 3, 2016
Examiners Amendment -Written
Jan 30, 2016
Previous Allowance Count Withdrawn
Jan 29, 2016
Approved For Pub - Principal Register
Jan 28, 2016
Teas/Email Correspondence Entered
Jan 27, 2016
Correspondence Received In Law Office
Jan 27, 2016
Teas Response To Office Action Received
Dec 3, 2015
Notification Of Priority Action E-Mailed
Dec 3, 2015
Priority Action E-Mailed
Dec 3, 2015
Priority Action Written
Nov 30, 2015
Assigned To Examiner
Aug 19, 2015
New Application Office Supplied Data Entered In Tram
Aug 18, 2015
New Application Entered In Tram
Trademark Alertz updated from USPTO on 2030-01-24
