Trademark: 86983033
Status Date
Tuesday, December 25, 2018
Registration Number
5635425
Registration Date
Tuesday, December 25, 2018
Filing Date
Friday, February 19, 2016
Published for Opposition
Tuesday, July 10, 2018
41 Business education and training services, namely, providing conferences, seminars, online interactive training sessions, non-downloadable webinars, and online non-downloadable videos in the fields of wealth management, insurance brokerage, financial investments, managed accounts, mutual funds, securities, annuities, hedge funds, options, retirement plans, investment advice, and financial planning; interactive online training services in the fields of wealth management, insurance brokerage, financial investments, managed accounts, mutual funds, securities, annuities, hedge funds, options, retirement plans, investment advice, and financial planning; providing training for financial advisors in the fields of business management, business operations, sales and marketing; providing online, non-downloadable videos featuring educational and training content in the fields of wealth management, insurance brokerage, financial investments, managed accounts, mutual funds, securities, annuities, hedge funds, options, retirement plans, investment advice, and financial planning
36 Financial due diligence services in the fields of wealth management, insurance brokerage, financial investments, managed accounts, mutual funds, securities, annuities, hedge funds, options, retirement plans, investment advice, and financial planning; stock brokerage services; mutual fund brokerage; financial investment brokerage; estate planning; financial asset management and allocation in the nature of financial portfolio management; hedge fund investment services; investment management
35 Business marketing and business consulting services in the fields of wealth management, insurance brokerage, financial investments, managed accounts, mutual funds, securities, annuities, hedge funds, options, retirement plans, investment advice, and financial planning; marketing advisory services in the fields of wealth management, insurance brokerage, financial investments, managed accounts, mutual funds, securities, annuities, hedge funds, options, retirement plans, investment advice, and financial planning; consulting services in the field of practice management for financial advisors; providing business planning and marketing solutions for financial advisors; Providing marketing information in the nature of marketing materials in the fields of wealth management, insurance brokerage, financial investments, managed accounts, mutual funds, securities, annuities, hedge funds, options, retirement plans, investment advice, and financial planning via a website
42 Providing a website featuring technology which provides users with the ability to enter, access, and synthesize information and generate customized reports regarding wealth management, insurance brokerage, financial investments, managed accounts, mutual funds, securities, annuities, hedge funds, options, retirement plans, investment advice, and financial planning; providing an interactive website featuring technology that allows users to access and synthesize information and generate reports for use in providing investment advice, financial advisory and retirement planning services; providing information and computer technology consulting in the fields of wealth management, insurance brokerage, financial investments, managed accounts, mutual funds, securities, annuities, hedge funds, options, retirement plans, investment advice, and financial planning
Apr 10, 2024
Assignment Of Ownership Not Updated Automatically
Feb 21, 2024
Teas Section 8 & 15 Received
Dec 25, 2023
Courtesy Reminder - Sec. 8 (6-Yr) E-Mailed
Jun 23, 2022
Assignment Of Ownership Not Updated Automatically
Jan 26, 2022
Assignment Of Ownership Not Updated Automatically
Dec 25, 2018
Registered-Principal Register
Nov 18, 2018
Extension Of Time To Oppose Process - Terminated
Aug 9, 2018
Extension Of Time To Oppose Received
Jul 10, 2018
Official Gazette Publication Confirmation E-Mailed
Jul 10, 2018
Published For Opposition
Jun 20, 2018
Notification Of Notice Of Publication E-Mailed
Jun 1, 2018
Law Office Publication Review Completed
May 31, 2018
Approved For Pub - Principal Register
May 30, 2018
Teas/Email Correspondence Entered
May 30, 2018
Correspondence Received In Law Office
May 30, 2018
Teas Response To Office Action Received
May 21, 2018
Notification Of Priority Action E-Mailed
May 21, 2018
Priority Action E-Mailed
May 21, 2018
Priority Action Written
Apr 30, 2018
Assigned To Examiner
Apr 4, 2018
Automatic Update Of Assignment Of Ownership
Mar 12, 2018
Teas/Email Correspondence Entered
Mar 12, 2018
Correspondence Received In Law Office
Mar 6, 2018
Teas Response To Office Action Received
Sep 6, 2017
Notification Of Non-Final Action E-Mailed
Sep 6, 2017
Non-Final Action E-Mailed
Sep 6, 2017
Non-Final Action Written
Sep 5, 2017
Divisional Processing Complete
Aug 8, 2017
Divisional Request Received
Aug 25, 2017
Case Assigned To Intent To Use Paralegal
Aug 9, 2017
Ex Parte Appeal-Instituted
Aug 9, 2017
Jurisdiction Restored To Examining Attorney
Aug 9, 2017
Exparte Appeal Received At Ttab
Aug 8, 2017
Teas/Email Correspondence Entered
Aug 8, 2017
Correspondence Received In Law Office
Aug 8, 2017
Teas Request For Reconsideration Received
Aug 8, 2017
Teas Request To Divide Received
Jul 6, 2017
Notice Of Acceptance Of Amendment To Allege Use E-Mailed
Jul 5, 2017
Use Amendment Accepted
Jun 14, 2017
Amendment To Use Processing Complete
Jun 14, 2017
Use Amendment Filed
Jun 13, 2017
Teas Amendment Of Use Received
Feb 9, 2017
Notification Of Final Refusal Emailed
Feb 9, 2017
Final Refusal E-Mailed
Feb 9, 2017
Final Refusal Written
Jan 18, 2017
Teas/Email Correspondence Entered
Jan 18, 2017
Correspondence Received In Law Office
Jan 12, 2017
Assigned To Lie
Dec 12, 2016
Teas Response To Office Action Received
Jun 10, 2016
Notification Of Non-Final Action E-Mailed
Jun 10, 2016
Non-Final Action E-Mailed
Jun 10, 2016
Non-Final Action Written
Jun 6, 2016
Assigned To Examiner
Feb 25, 2016
New Application Office Supplied Data Entered
Feb 23, 2016
New Application Entered
Trademark Alertz updated from USPTO on 2030-01-24
