Trademark: 90827771
Status Date
Monday, October 9, 2023
Filing Date
Wednesday, July 14, 2021
36 Brokerage in the field of private held stock; Charitable foundation services, namely, providing financial assistance for programs and services of others; Electronic financial trading services; Financial asset management; Financial consultancy and insurance consultancy; Financial management in the field of investment portfolios; Financial planning services, namely, developing and managing charitable giving programs on behalf of wealthy individuals or families; Financial planning and investment advisory services; Financial planning, namely, the creation of personalized strategies to achieve financial independence; Financial portfolio analysis services; Financial research; Financial valuations; Financing loans for customers; Fiscal valuations and assessments; Information, advisory, consultancy and research services relating to finance and investments; Insurance brokerage; Investment advisory services; Investment consultation; Investment management; Providing financial information; Providing financial information via a website; Providing information, commentary and advice in the field of finance, financial investments and financial valuations; Providing investors with financial information; Providing personal loans and lines of credit; Strategic financial advisory services
Oct 9, 2023
Notification Of Final Refusal Emailed
Oct 9, 2023
Final Refusal E-Mailed
Oct 9, 2023
Final Refusal Written
Oct 6, 2023
Teas/Email Correspondence Entered
Oct 5, 2023
Correspondence Received In Law Office
Oct 5, 2023
Teas Response To Office Action Received
Jul 5, 2023
Application Extension Granted/Receipt Provided
Jul 5, 2023
Application Extension To Response Period - Received
Apr 5, 2023
Notification Of Non-Final Action E-Mailed
Apr 5, 2023
Non-Final Action E-Mailed
Apr 5, 2023
Non-Final Action Written
Oct 6, 2022
Notification Of Letter Of Suspension E-Mailed
Oct 6, 2022
Letter Of Suspension E-Mailed
Oct 6, 2022
Suspension Letter Written
Oct 5, 2022
Teas/Email Correspondence Entered
Oct 4, 2022
Correspondence Received In Law Office
Oct 4, 2022
Teas Response To Office Action Received
May 18, 2022
Attorney Review Completed
May 17, 2022
Divisional Processing Complete
Apr 19, 2022
Divisional Request Received
May 17, 2022
Case Assigned To Intent To Use Paralegal
Apr 19, 2022
Teas Request To Divide Received
Apr 4, 2022
Notification Of Non-Final Action E-Mailed
Apr 4, 2022
Non-Final Action E-Mailed
Apr 4, 2022
Non-Final Action Written
Apr 4, 2022
Assigned To Examiner
Sep 17, 2021
New Application Office Supplied Data Entered
Jul 17, 2021
New Application Entered
Trademark Alertz updated from USPTO on 2030-01-24
