Trademark: 87428216
Status Date
Tuesday, March 6, 2018
Registration Number
5420167
Registration Date
Tuesday, March 6, 2018
Filing Date
Thursday, April 27, 2017
36 Financial planning; Financial planning consultation; Financial planning for retirement; Financial planning, namely, the creation of personalized strategies to achieve financial independence; Financial advice, namely, budget planning; Financial management of employee pension plans; Investment advice; Investment advisory services; Investment management; Investment management of and distribution of variable annuities; Investment of funds for others; Investment risk assessment services; Brokerage services for capital investments; Brokerage services in the field of securities and commodities investing; Capital investment services; Financial asset management; Financial investment analysis and stock research; Financial investment brokerage services; Financial risk management; Financial risk management consultation; Financial and investment services, namely, asset and investment acquisition, consultation, advisory and development; Financial planning and investment advisory services; 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; Global investment research services; Monitoring financial markets for investment purposes; Mutual funds and capital investment; On-line financial planning services; Providing investors with financial information; Securities trading and investing services for others via the internet
Jul 18, 2023
Teas Change Of Correspondence Received
Jul 18, 2023
Attorney/Dom.Rep.Revoked And/Or Appointed
Jul 18, 2023
Teas Revoke/App/Change Addr Of Atty/Dom Rep Received
Mar 6, 2023
Courtesy Reminder - Sec. 8 (6-Yr) E-Mailed
Jun 23, 2022
Assignment Of Ownership Not Updated Automatically
Apr 13, 2022
Assignment Of Ownership Not Updated Automatically
Aug 27, 2021
Applicant/Correspondence Changes (Non-Responsive) Entered
Aug 27, 2021
Teas Change Of Correspondence Received
Aug 27, 2021
Attorney/Dom.Rep.Revoked And/Or Appointed
Aug 27, 2021
Teas Revoke/App/Change Addr Of Atty/Dom Rep Received
Aug 27, 2021
Teas Change Of Owner Address Received
Aug 15, 2018
Automatic Update Of Assignment Of Ownership
Mar 6, 2018
Registered-Supplemental Register
Feb 1, 2018
Law Office Publication Review Completed
Jan 26, 2018
Notice Of Acceptance Of Amendment To Allege Use E-Mailed
Jan 25, 2018
Approved For Registration Supplemental Register
Jan 25, 2018
Use Amendment Accepted
Jan 24, 2018
Amendment To Use Processing Complete
Jan 24, 2018
Use Amendment Filed
Jan 24, 2018
Assigned To Lie
Jan 23, 2018
Teas/Email Correspondence Entered
Jan 22, 2018
Correspondence Received In Law Office
Jan 22, 2018
Teas Response To Office Action Received
Jan 22, 2018
Teas Amendment Of Use Received
Jul 25, 2017
Notification Of Non-Final Action E-Mailed
Jul 25, 2017
Non-Final Action E-Mailed
Jul 25, 2017
Non-Final Action Written
Jul 25, 2017
Assigned To Examiner
May 4, 2017
Notice Of Pseudo Mark E-Mailed
May 3, 2017
New Application Office Supplied Data Entered
May 1, 2017
New Application Entered
Trademark Alertz updated from USPTO on 2030-01-24
