Trademark: 87726018
Status Date
Tuesday, March 5, 2019
Registration Number
5688721
Registration Date
Tuesday, March 5, 2019
Filing Date
Tuesday, December 19, 2017
Published for Opposition
Tuesday, December 18, 2018
36 Financial planning; Financial planning and investment advisory services; Financial planning consultation; Financial planning for retirement; Financial planning services, namely, developing and managing charitable giving programs on behalf of wealthy individuals or families; Financial planning, namely, the creation of personalized strategies to achieve financial independence; Financial advice, namely, budget planning; Financial consulting services in the field of planned giving for non-profit and charitable organizations; Financial retirement plan consulting services; Financial trust planning
Mar 5, 2024
Courtesy Reminder - Sec. 8 (6-Yr) E-Mailed
Sep 8, 2023
Teas Withdrawal Of Attorney Received-Firm Retains
Sep 8, 2023
Teas Change Of Correspondence Received
Sep 8, 2023
Attorney/Dom.Rep.Revoked And/Or Appointed
Sep 8, 2023
Teas Revoke/App/Change Addr Of Atty/Dom Rep Received
Sep 8, 2023
Applicant/Correspondence Changes (Non-Responsive) Entered
Sep 8, 2023
Teas Change Of Owner Address Received
Oct 13, 2021
Applicant/Correspondence Changes (Non-Responsive) Entered
Oct 13, 2021
Teas Change Of Correspondence Received
Oct 13, 2021
Attorney/Dom.Rep.Revoked And/Or Appointed
Oct 13, 2021
Teas Revoke/App/Change Addr Of Atty/Dom Rep Received
Oct 13, 2021
Teas Change Of Owner Address Received
Mar 14, 2019
Applicant/Correspondence Changes (Non-Responsive) Entered
Mar 14, 2019
Teas Change Of Owner Address Received
Mar 5, 2019
Registered-Principal Register
Dec 18, 2018
Official Gazette Publication Confirmation E-Mailed
Dec 18, 2018
Published For Opposition
Nov 28, 2018
Notification Of Notice Of Publication E-Mailed
Nov 10, 2018
Approved For Pub - Principal Register
Nov 8, 2018
Teas/Email Correspondence Entered
Nov 8, 2018
Correspondence Received In Law Office
Nov 5, 2018
Teas Response To Office Action Received
Nov 3, 2018
Notification Of Non-Final Action E-Mailed
Nov 3, 2018
Non-Final Action E-Mailed
Nov 3, 2018
Non-Final Action Written
Nov 1, 2018
Attorney/Dom.Rep.Revoked And/Or Appointed
Nov 1, 2018
Teas Revoke/App/Change Addr Of Atty/Dom Rep Received
Sep 17, 2018
Teas/Email Correspondence Entered
Sep 17, 2018
Correspondence Received In Law Office
Sep 17, 2018
Assigned To Lie
Sep 6, 2018
Teas Response To Office Action Received
Jul 9, 2018
Attorney/Dom.Rep.Revoked And/Or Appointed
Jul 9, 2018
Teas Revoke/App/Change Addr Of Atty/Dom Rep Received
Apr 10, 2018
Notification Of Non-Final Action E-Mailed
Apr 10, 2018
Non-Final Action E-Mailed
Apr 10, 2018
Non-Final Action Written
Mar 29, 2018
Assigned To Examiner
Jan 5, 2018
New Application Office Supplied Data Entered
Dec 22, 2017
New Application Entered
Trademark Alertz updated from USPTO on 2030-01-24
