Trademark: 87666873
Word
WE PROMISE TO KNOW YOU AND HELP YOU.
Status
Registered
Status Code
700
Status Date
Tuesday, July 2, 2019
Serial Number
87666873
Registration Number
5795204
Registration Date
Tuesday, July 2, 2019
Mark Type
4000
Filing Date
Tuesday, October 31, 2017
Published for Opposition
Tuesday, March 27, 2018

Trademark Owner History

Classifications
41 Training in the use and operation of computer hardware and software; education services, namely, conducting courses, seminars, conferences, workshops and classes in the field of accounting, auditing, tax, management consulting, business, financial management and analysis, information technology and online business activities and operations and developing and distributing educational materials in connection therewith
36 Financial asset management services; Financial administration, consulting and investment consulting and advice in the field of employee financial benefit plans; estate planning services; financial planning services; insurance consulting services, namely, life insurance policy review, executive long-term care insurance planning, qualified retirement plan planning, supplemental disability insurance planning, non-qualified deferred compensation plan planning and administration; retirement planning services, namely, financial planning for retirement; financial forecasting in the field of cash flow; international corporate financial planning services; financial valuation of personal property, namely, estate valuation; personal property valuation services in the field of bankruptcy; valuation services, namely, valuation of intellectual property and intangible assets, estate valuations, health care valuations, shareholder valuations, and securities valuations, and personal property valuations; real estate consultation, namely, consultation with respect to real estate acquisition, divestitures, management and processes, real estate loan financing, and real estate appraisal; financial risk management services; financial consulting services, namely, providing financial planning utilizing a process which identifies and models the financial impacts of an organization's key business performance drivers and provides financial performance projections assuming various combinations of success related to the key business performance drivers; insurance consultation
35 Accounting services for business; general financial ledger, namely, bookkeeping and financial statement preparation services; payroll preparation and financial record-keeping services for regulatory compliance purposes; business assurance services for others, namely, account and records auditing, account reviewing, and compilation of account information into computer databases for financial statements, preparation of prospective financial statements, internal account auditing services and internal account control reviewing, namely, monitoring, reviewing and reporting controls put in place to prevent internal fraud, financial statement analysis and accounting advice, and attestation services in the nature of preparing reports regarding review of financial or business documents, policies or procedures; business succession planning services; tax planning and tax compliance services, namely, management of tax files; corporate business services, namely, consultation regarding mergers and acquisitions, divestitures, and corporate business planning; forensic accounting services; business management consulting services; business planning services; general business consulting in the fields of assistance with budgets, namely, financial records management, economic forecasting, and cash flow forecasting, and business strategic planning; international services, namely, account auditing and accounting bookkeeping services, tax planning and consulting in connection with regulatory compliance; tax services, namely, tax consulting and tax preparation services, tax return preparation, trust tax preparation services, and state and local tax consulting; consulting services, namely, business consultation services in the field of E- Businesses; executive search services; outsourcing services; financial outsourcing services, namely, arranging service contracts for others in the field of fractional accounting and finance leadership, interim accounting and finance executive services; Providing temporary personnel for customized accounting solutions and project management; business appraisal services including for bankruptcy purposes; tax assessment; business consultancy in the fields of design, administration and audits of employee benefit plans concerning insurance and finance

Trademark Events
Feb 21, 2024
Teas Withdrawal Of Attorney Received-Firm Retains
Feb 21, 2024
Teas Change Of Correspondence Received
Feb 21, 2024
Attorney/Dom.Rep.Revoked And/Or Appointed
Feb 21, 2024
Teas Revoke/App/Change Addr Of Atty/Dom Rep Received
Jul 27, 2022
Automatic Update Of Assignment Of Ownership
May 20, 2022
Applicant/Correspondence Changes (Non-Responsive) Entered
May 20, 2022
Teas Change Of Correspondence Received
May 20, 2022
Attorney/Dom.Rep.Revoked And/Or Appointed
May 20, 2022
Teas Revoke/App/Change Addr Of Atty/Dom Rep Received
May 20, 2022
Teas Change Of Owner Address Received
Nov 5, 2021
Applicant/Correspondence Changes (Non-Responsive) Entered
Nov 5, 2021
Teas Change Of Correspondence Received
Nov 5, 2021
Teas Withdrawal Of Attorney Received-Firm Retains
Nov 5, 2021
Attorney/Dom.Rep.Revoked And/Or Appointed
Nov 5, 2021
Teas Revoke/App/Change Addr Of Atty/Dom Rep Received
Nov 5, 2021
Teas Change Of Owner Address Received
Jul 2, 2019
Registered-Principal Register
May 28, 2019
Notice Of Acceptance Of Statement Of Use E-Mailed
May 27, 2019
Allowed Principal Register - Sou Accepted
May 22, 2019
Teas/Email Correspondence Entered
May 21, 2019
Correspondence Received In Law Office
May 21, 2019
Teas Response To Office Action Received
Dec 20, 2018
Notification Of Non-Final Action E-Mailed
Dec 20, 2018
Non-Final Action E-Mailed
Dec 20, 2018
Su - Non-Final Action - Written
Dec 4, 2018
Statement Of Use Processing Complete
Nov 20, 2018
Use Amendment Filed
Dec 4, 2018
Case Assigned To Intent To Use Paralegal
Nov 20, 2018
Teas Statement Of Use Received
May 22, 2018
Noa E-Mailed - Sou Required From Applicant
Mar 27, 2018
Official Gazette Publication Confirmation E-Mailed
Mar 27, 2018
Published For Opposition
Mar 7, 2018
Notification Of Notice Of Publication E-Mailed
Feb 22, 2018
Assigned To Lie
Feb 12, 2018
Approved For Pub - Principal Register
Feb 12, 2018
Examiner's Amendment Entered
Feb 12, 2018
Notification Of Examiners Amendment E-Mailed
Feb 12, 2018
Examiners Amendment E-Mailed
Feb 12, 2018
Examiners Amendment -Written
Feb 9, 2018
Assigned To Examiner
Nov 8, 2017
New Application Office Supplied Data Entered
Nov 3, 2017
New Application Entered

Trademark Alertz updated from USPTO on 2030-01-24