Trademark: 86784552
Status Date
Thursday, July 20, 2023
Registration Number
5101681
Registration Date
Tuesday, December 13, 2016
Filing Date
Monday, October 12, 2015
Published for Opposition
Tuesday, March 22, 2016
36 Advice relating to investments; Financial and investment services, namely, asset and investment acquisition, consultation, advisory and development; Financial planning and investment advisory services; Financial portfolio analysis services; Financial portfolio management; Financial services, namely, a total portfolio offering for high net worth clients consisting of both separate accounts and [ mutual funds for equity and ] fixed income investments; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; Investment advisory services; Investment management
Jul 20, 2023
Notice Of Acceptance Of Sec. 8 & 15 - E-Mailed
Jul 20, 2023
Registered - Sec. 8 (6-Yr) Accepted & Sec. 15 Ack.
Jul 20, 2023
Case Assigned To Post Registration Paralegal
Jan 25, 2023
Teas Section 8 & 15 Received
Dec 13, 2021
Courtesy Reminder - Sec. 8 (6-Yr) E-Mailed
Dec 13, 2016
Registered-Principal Register
Nov 11, 2016
Notice Of Acceptance Of Statement Of Use E-Mailed
Nov 10, 2016
Allowed Principal Register - Sou Accepted
Oct 19, 2016
Statement Of Use Processing Complete
Oct 3, 2016
Use Amendment Filed
Oct 19, 2016
Case Assigned To Intent To Use Paralegal
Oct 3, 2016
Teas Statement Of Use Received
May 17, 2016
Noa E-Mailed - Sou Required From Applicant
Mar 22, 2016
Official Gazette Publication Confirmation E-Mailed
Mar 22, 2016
Published For Opposition
Mar 2, 2016
Notification Of Notice Of Publication E-Mailed
Feb 6, 2016
Approved For Pub - Principal Register
Feb 2, 2016
Assigned To Examiner
Oct 16, 2015
Notice Of Pseudo Mark E-Mailed
Oct 15, 2015
New Application Office Supplied Data Entered
Oct 15, 2015
New Application Entered
Trademark Alertz updated from USPTO on 2030-01-24
