Trademark: 88976413
Status Date
Tuesday, April 7, 2020
Registration Number
6029365
Registration Date
Tuesday, April 7, 2020
Filing Date
Tuesday, October 2, 2018
Published for Opposition
Tuesday, January 21, 2020
36 Provision of services to the clients of investment advisory representatives (IARs) and registered investment advisor (RIA) firms, namely, financial services, namely, investment advisor services; wealth management services; financial asset allocation, cash flow management, investment consultation, and investment management services; financial risk management consultation; financial advisory and consultancy services; advice relating to investments and wealth management; support services, namely, financial asset management support for others, financial planning support services; asset management for others via investment portfolio and investment model design and investment portfolio management by trading and rebalancing portfolios, financial planning, estate planning, legacy planning being family heritage, philanthropy, values and wealth, charitable/generosity planning as a financial planning services and impact investing in private and public assets
Dec 17, 2021
Teas Change Of Correspondence Received
Dec 17, 2021
Attorney/Dom.Rep.Revoked And/Or Appointed
Dec 17, 2021
Teas Revoke/App/Change Addr Of Atty/Dom Rep Received
Apr 7, 2020
Registered-Principal Register
Jan 21, 2020
Official Gazette Publication Confirmation E-Mailed
Jan 21, 2020
Published For Opposition
Jan 1, 2020
Notification Of Notice Of Publication E-Mailed
Dec 14, 2019
Notice Of Acceptance Of Amendment To Allege Use E-Mailed
Dec 13, 2019
Approved For Pub - Principal Register
Dec 13, 2019
Use Amendment Accepted
Dec 12, 2019
Amendment To Use Processing Complete
Apr 10, 2019
Use Amendment Filed
Dec 5, 2019
Divisional Processing Complete
Nov 15, 2019
Divisional Request Received
Dec 5, 2019
Data Modification Completed
Dec 2, 2019
Case Assigned To Intent To Use Paralegal
Nov 15, 2019
Teas Request To Divide Received
Nov 12, 2019
Teas/Email Correspondence Entered
Nov 12, 2019
Correspondence Received In Law Office
Oct 31, 2019
Teas Response To Office Action Received
Oct 21, 2019
Notification Of Non-Final Action E-Mailed
Oct 21, 2019
Non-Final Action E-Mailed
Oct 21, 2019
Non-Final Action Written
Apr 12, 2019
Notice Of Acceptance Of Amendment To Allege Use E-Mailed
Dec 3, 2019
Previous Action Count Withdrawn
Apr 10, 2019
Teas Amendment Of Use Received
Apr 10, 2019
Teas Response To Office Action Received
Mar 19, 2019
Notification Of Non-Final Action E-Mailed
Mar 19, 2019
Non-Final Action E-Mailed
Mar 19, 2019
Non-Final Action Written
Mar 18, 2019
Teas/Email Correspondence Entered
Mar 18, 2019
Correspondence Received In Law Office
Mar 11, 2019
Assigned To Lie
Mar 8, 2019
Teas Response To Office Action Received
Jan 21, 2019
Notification Of Priority Action E-Mailed
Jan 21, 2019
Priority Action E-Mailed
Jan 21, 2019
Priority Action Written
Jan 14, 2019
Assigned To Examiner
Oct 9, 2018
New Application Office Supplied Data Entered In Tram
Oct 5, 2018
New Application Entered In Tram
Trademark Alertz updated from USPTO on 2030-01-24
