Trademark: 88981422
Status Date
Tuesday, June 22, 2021
Registration Number
6398089
Registration Date
Tuesday, June 22, 2021
Filing Date
Tuesday, June 18, 2019
Published for Opposition
Tuesday, December 3, 2019
41 Educational services, namely, providing seminars, classes, workshops, and continuing education courses in the fields of financial planning, investing, insurance, financial portfolio management, estate planning, professional money management, financial investment brokerage, business management, business development, marketing, sales methods, leadership, customer relationship management, and technology to support financial services professionals; Professional coaching programs, namely, conducting workshops concerning investment portfolio management for financial and investment advisors; Providing online articles, reports, and white papers in the fields of financial advising and investing
16 Printed materials and reports, namely, educational materials and reports in the fields of professional money management services, investment and portfolio management services, financial planning, estate planning, financial investment brokerage, securities brokerage, commodity brokerage, stock brokerage, and insurance brokerage; Printed reports featuring financial information and financial planning analysis; Printed forms for use by financial services professionals
36 Providing information, advisory, consultancy, and research services to financial services professionals in the fields of financial management and financial investment advisory services; Investment account management services, namely, providing customizable brokerage accounts consisting of mutual funds and individual securities; Financial management services, namely, investment management services offered to high net worth individuals; Financial portfolio management; Financial investment brokerage; Securities and commodities brokerage; Insurance brokerage; Financial administration of retirement plans; Providing financial and investment portfolio review and analysis; Financial services, namely, assisting others with the completion of financial transactions for stocks, bonds, securities and equities; Financial planning services, namely, providing information and advice in the fields of retirement planning, estate planning, investment portfolio management, and wealth optimization by analyzing an individual's investments in relation to his or her taxable income and tax bracket; Providing financial services forms and research services, namely, providing a website for financial services professionals to generate customizable forms for financial and estate planning and to access data and resources related to financial planning; all of the foregoing excluding consumer lending, consumer loans, auto loans, student loans, mortgage lending, consumer deposits, consumer banking services, and credit card services
35 Providing online business and account management information for financial services professionals, namely, commission statements, quarterly reports, and client account information and invoices; Offering a website that provides financial services professionals with business and account management data and reports to support their practices
42 Providing online non-downloadable software to financial services professionals for the creation and presentation of assessment reports and financial plans; Providing online non-downloadable software for the preparation of legal documents, namely, wills and estate planning documents; Providing a website featuring online non-downloadable software in the financial planning field, namely, software as a service (SAAS) featuring software for use by financial services professionals to design, assess, manage, and report financial plans, conduct financial and investment transactions, and assess and manage financial portfolios and investments; Computer services, namely, creating online network-based indexes of information, sites, and other resources related to financial services; Computer technology support services, namely, help desk support services; all of the foregoing excluding consumer lending, consumer loans, auto loans, student loans, mortgage lending, consumer deposits, consumer banking services, and credit card services
Dec 18, 2023
Teas Withdrawal Of Attorney Received-Firm Retains
Dec 18, 2023
Teas Change Of Correspondence Received
Dec 18, 2023
Attorney/Dom.Rep.Revoked And/Or Appointed
Dec 18, 2023
Teas Revoke/App/Change Addr Of Atty/Dom Rep Received
Dec 18, 2023
Applicant/Correspondence Changes (Non-Responsive) Entered
Dec 18, 2023
Teas Change Of Owner Address Received
Dec 6, 2023
Assignment Of Ownership Not Updated Automatically
May 10, 2023
Assignment Of Ownership Not Updated Automatically
Feb 15, 2023
Automatic Update Of Assignment Of Ownership
Jun 22, 2021
Registered-Principal Register
May 18, 2021
Notice Of Acceptance Of Statement Of Use E-Mailed
May 17, 2021
Allowed Principal Register - Sou Accepted
Apr 24, 2021
Notice Of Approval Of Extension Request E-Mailed
Apr 23, 2021
Statement Of Use Processing Complete
Nov 9, 2020
Use Amendment Filed
Apr 23, 2021
Divisional Processing Complete
Nov 9, 2020
Divisional Request Received
Apr 23, 2021
Sou Extension 1 Granted
Nov 9, 2020
Sou Extension 1 Filed
Nov 18, 2020
Case Assigned To Intent To Use Paralegal
Nov 9, 2020
Teas Request To Divide Received
Nov 9, 2020
Teas Statement Of Use Received
Nov 9, 2020
Sou Teas Extension Received
Oct 6, 2020
Noa E-Mailed - Sou Required From Applicant
Aug 25, 2020
Ttab Release Case To Trademarks
Aug 25, 2020
Opposition Terminated No. 999999
Aug 25, 2020
Opposition Dismissed No. 999999
Apr 1, 2020
Opposition Instituted No. 999999
Dec 27, 2019
Extension Of Time To Oppose Received
Dec 3, 2019
Official Gazette Publication Confirmation E-Mailed
Dec 3, 2019
Published For Opposition
Nov 13, 2019
Notification Of Notice Of Publication E-Mailed
Oct 30, 2019
Assigned To Lie
Oct 25, 2019
Approved For Pub - Principal Register
Oct 25, 2019
Examiner's Amendment Entered
Oct 25, 2019
Notification Of Examiners Amendment E-Mailed
Oct 25, 2019
Examiners Amendment E-Mailed
Oct 25, 2019
Examiners Amendment -Written
Oct 4, 2019
Teas/Email Correspondence Entered
Oct 2, 2019
Correspondence Received In Law Office
Oct 2, 2019
Teas Response To Office Action Received
Sep 10, 2019
Notification Of Non-Final Action E-Mailed
Sep 10, 2019
Non-Final Action E-Mailed
Sep 10, 2019
Non-Final Action Written
Sep 9, 2019
Assigned To Examiner
Jun 28, 2019
New Application Office Supplied Data Entered
Jun 21, 2019
New Application Entered
Trademark Alertz updated from USPTO on 2030-01-24
