Trademark: 97195069
Word
FINANCIAL SYNERGISTICS
Status Date
Wednesday, March 6, 2024
Filing Date
Wednesday, December 29, 2021
36 Financial advisory and consultancy services; Financial analysis and research services; Financial consultancy and insurance consultancy; Financial counseling services, namely, helping others build a better working relationship with their money; Financial evaluation for insurance purposes; Financial planning and investment advisory services; Financial research and information services; Financial retirement plan consulting services; Financial risk assessment services; Financial services in the nature of an investment security; Financial services, namely, a total portfolio offering for high net worth clients consisting of both separate accounts and mutual funds for equity and fixed income investments; Financial services, namely, investment fund transfer and transaction services; Financial services, namely, providing an investment option available for variable annuity and variable life insurance products; Financial services, namely, wealth management services; Financial consulting services, namely, expert analysis in finance; Financial portfolio analysis services; Insurance and financial information and consultancy services; Insurance brokerage in the field of life, disability, and long term care; Insurance information and consultancy; Insurance underwriting consultation; Life insurance brokerage; Providing financial assessment services to individuals, families, business owners, and businesses; Providing financial consultation services to individuals, families, business owners, and businesses; Providing financial information services to individuals, families, business owners, and businesses; Providing financial services with respect to securities and other financial instruments and products, namely, money management services; Providing information in insurance matters; Strategic financial advisory services; Strategic corporate financial advisory services
Mar 26, 2024
Reply Brief Filed - Check Ttab Files
Mar 6, 2024
Notification Of Examiners Statement E-Mailed
Mar 6, 2024
Examiners Statement E-Mailed
Mar 6, 2024
Examiners Statement - Completed
Jan 9, 2024
Jurisdiction Restored To Examining Attorney
Nov 8, 2023
Notification Of Action Denying Req For Recon E-Mailed
Nov 8, 2023
Action Denying Req For Recon E-Mailed
Nov 8, 2023
Action Continuing Final - Completed
Oct 19, 2023
Teas Request For Reconsideration Received
Oct 19, 2023
Ex Parte Appeal-Instituted
Oct 19, 2023
Jurisdiction Restored To Examining Attorney
Oct 19, 2023
Exparte Appeal Received At Ttab
Jul 14, 2023
Teas Change Of Correspondence Received
Jul 14, 2023
Attorney/Dom.Rep.Revoked And/Or Appointed
Jul 14, 2023
Teas Revoke/App/Change Addr Of Atty/Dom Rep Received
Jul 14, 2023
Application Extension Granted/Receipt Provided
Jul 14, 2023
Application Extension To Response Period - Received
Apr 19, 2023
Notification Of Final Refusal Emailed
Apr 19, 2023
Final Refusal E-Mailed
Apr 19, 2023
Final Refusal Written
Mar 31, 2023
Teas/Email Correspondence Entered
Mar 31, 2023
Correspondence Received In Law Office
Mar 31, 2023
Teas Response To Office Action Received
Oct 4, 2022
Notification Of Non-Final Action E-Mailed
Oct 4, 2022
Non-Final Action E-Mailed
Oct 4, 2022
Non-Final Action Written
Oct 1, 2022
Assigned To Examiner
Jan 5, 2022
New Application Office Supplied Data Entered
Jan 1, 2022
New Application Entered
Trademark Alertz updated from USPTO on 2030-01-24
