Trademark: 87066119
Word
WE OWN THE PROCESS. YOU OWN THE DECISIONS.
Status Date
Friday, February 16, 2024
Registration Number
5254081
Registration Date
Tuesday, August 1, 2017
Filing Date
Thursday, June 9, 2016
Published for Opposition
Tuesday, May 16, 2017
Cancellation Date
Friday, February 16, 2024
36 Providing financial advisory services, namely, investment consultation, strategic asset allocation, financial manager selection and review, consolidated financial reporting and monitoring, cashflow planning, financial planning, retirement financial planning, liquidity planning, risk management and asset protection, wealth transfer services, financial planning services in the nature of developing and managing charitable giving programs on behalf of wealthy individuals or families, multigenerational financial planning, coordination of financial advisors, private financial planning services, trust services, namely, investment and trust company services; and estate planning services
Feb 16, 2024
Cancelled Sec. 8 (6-Yr)
Feb 20, 2023
Applicant/Correspondence Changes (Non-Responsive) Entered
Feb 20, 2023
Teas Change Of Correspondence Received
Feb 20, 2023
Attorney/Dom.Rep.Revoked And/Or Appointed
Feb 20, 2023
Teas Revoke/App/Change Addr Of Atty/Dom Rep Received
Feb 20, 2023
Teas Change Of Owner Address Received
Feb 15, 2023
Automatic Update Of Assignment Of Ownership
Aug 1, 2022
Courtesy Reminder - Sec. 8 (6-Yr) E-Mailed
Aug 1, 2017
Registered-Principal Register
May 16, 2017
Official Gazette Publication Confirmation E-Mailed
May 16, 2017
Published For Opposition
Apr 26, 2017
Notification Of Notice Of Publication E-Mailed
Apr 11, 2017
Law Office Publication Review Completed
Apr 5, 2017
Approved For Pub - Principal Register
Mar 24, 2017
Teas/Email Correspondence Entered
Mar 24, 2017
Correspondence Received In Law Office
Mar 21, 2017
Teas Response To Office Action Received
Sep 21, 2016
Combined Examiner's Amendment/Priority Action Entered
Sep 21, 2016
Assigned To Lie
Sep 21, 2016
Notification Of Examiner's Amendment/Priority Action E-Mailed
Sep 21, 2016
Examiner's Amendment/Priority Action E-Mailed
Sep 21, 2016
Examiners Amendment And/Or Priority Action - Completed
Sep 20, 2016
Assigned To Examiner
Jun 16, 2016
New Application Office Supplied Data Entered
Jun 13, 2016
New Application Entered
Trademark Alertz updated from USPTO on 2030-01-24
