Trademark: 87475087
Status Date
Tuesday, November 27, 2018
Registration Number
5618368
Registration Date
Tuesday, November 27, 2018
Filing Date
Monday, June 5, 2017
Published for Opposition
Tuesday, April 24, 2018
36 Financial services, namely, wealth management services; Broker-dealer financial services in the field of securities, stocks, bonds, annuities, mutual funds and exchange traded funds; Investment Advice; Fund research and selection namely, mutual and exchanged traded fund advisory services in the nature of mutual and exchanged traded fund research and selection; Financial portfolio advice in the nature of financial portfolio analysis services; Asset allocation services in the nature of financial asset management; Financial management in the field of investment planning; Financial planning; Financial retirement planning; Estate planning; Life insurance brokerage, in particular life insurance wholesaling and related life insurance brokerage services, namely, arranging for the underwriting, issuing and administration of life insurance; Health insurance and employee benefit insurance brokerage, in particular health insurance and employee benefit insurance wholesaling and related services, namely, arranging for the underwriting, issuance and administration of health insurance and employee benefit insurance; Investment consultation in the fields of insurance and retirement products and services; Investment banking services
Nov 27, 2023
Courtesy Reminder - Sec. 8 (6-Yr) E-Mailed
Nov 27, 2018
Registered-Principal Register
Oct 25, 2018
Notice Of Acceptance Of Statement Of Use E-Mailed
Oct 24, 2018
Allowed Principal Register - Sou Accepted
Oct 19, 2018
Statement Of Use Processing Complete
Sep 24, 2018
Use Amendment Filed
Oct 18, 2018
Case Assigned To Intent To Use Paralegal
Sep 24, 2018
Teas Statement Of Use Received
Jun 19, 2018
Noa E-Mailed - Sou Required From Applicant
Apr 24, 2018
Official Gazette Publication Confirmation E-Mailed
Apr 24, 2018
Published For Opposition
Apr 4, 2018
Notification Of Notice Of Publication E-Mailed
Mar 22, 2018
Approved For Pub - Principal Register
Mar 2, 2018
Teas Change Of Correspondence Received
Mar 2, 2018
Teas/Email Correspondence Entered
Mar 2, 2018
Correspondence Received In Law Office
Mar 2, 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
Assigned To Examiner
Jun 10, 2017
New Application Office Supplied Data Entered
Jun 8, 2017
New Application Entered
Trademark Alertz updated from USPTO on 2030-01-24
