Trademark: 90804038
Status Date
Friday, December 22, 2023
Filing Date
Wednesday, June 30, 2021
Published for Opposition
Tuesday, May 3, 2022
41 Providing on-line non-downloadable publications in the nature of brochures, booklets, magazines, and newsletters in the field of financial, estate, insurance, investment, asset management, retirement planning and tax planning services; Educational services, namely, conducting classes and seminars and public speaking conference sessions in relation to financial, estate, insurance, investment, asset management, retirement planning and tax planning services
9 Downloadable electronic publications in the nature of brochures, booklets, magazines, and newsletters in the field of financial, estate, insurance, investment, asset management, retirement planning and tax planning services
36 Financial planning services; Investment and financial asset management, and management being tracking and analysis; Financial portfolio management; Mutual fund brokerage; Mutual fund distribution; Mutual fund investment services; Investment advisory services; Investment consultation services for institution and individual investors; Insurance consultation; Insurance brokerage; Estate Planning; Financial retirement plan consulting services; Estate trust management; Financial analysis and consultation; Financial valuations; Financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; Investment brokerage services, namely, offering exchange traded fund products
Dec 26, 2023
Notice Of Approval Of Extension Request E-Mailed
Dec 22, 2023
Sou Extension 3 Granted
Dec 22, 2023
Sou Extension 3 Filed
Dec 22, 2023
Sou Teas Extension Received
Jun 24, 2023
Notice Of Approval Of Extension Request E-Mailed
Jun 22, 2023
Sou Extension 2 Granted
Jun 22, 2023
Sou Extension 2 Filed
Jun 22, 2023
Sou Teas Extension Received
Dec 24, 2022
Notice Of Approval Of Extension Request E-Mailed
Dec 22, 2022
Sou Extension 1 Granted
Dec 22, 2022
Sou Extension 1 Filed
Dec 22, 2022
Sou Teas Extension Received
Jun 28, 2022
Noa E-Mailed - Sou Required From Applicant
May 3, 2022
Official Gazette Publication Confirmation E-Mailed
May 3, 2022
Published For Opposition
Apr 13, 2022
Notification Of Notice Of Publication E-Mailed
Mar 29, 2022
Approved For Pub - Principal Register
Mar 29, 2022
Examiner's Amendment Entered
Mar 29, 2022
Notification Of Examiners Amendment E-Mailed
Mar 29, 2022
Examiners Amendment E-Mailed
Mar 29, 2022
Examiners Amendment -Written
Mar 24, 2022
Notification Of Non-Final Action E-Mailed
Mar 24, 2022
Non-Final Action E-Mailed
Mar 24, 2022
Non-Final Action Written
Mar 21, 2022
Assigned To Examiner
Sep 12, 2021
New Application Office Supplied Data Entered
Jul 3, 2021
New Application Entered
Trademark Alertz updated from USPTO on 2030-01-24
