Trademark: 97387933
Word
B
Status Date
Wednesday, May 15, 2024
Filing Date
Friday, April 29, 2022
41 Educational services, namely, providing training and non-downloadable webinars in the fields of financial planning, investment and asset management, investment and finance; instruction in the fields of financial planning, investment and asset management, investment and finance; providing online non-downloadable videos in the fields of financial planning, investment and asset management, investment and finance
36 Financial advisory and consultancy services; financial planning; investment management and financial asset management; providing financial information, financial investment information, annuity investment information and insurance information
35 Business management consulting and advisory services in the fields of financial planning, investment and asset management; business management consulting and advisory services provided to financial and investment advisors; online business directories featuring financial and investment advisors; marketing services and marketing consulting services in the fields of financial planning, investment and asset management; marketing services and marketing consulting services provided to financial and investment advisors; and providing referrals in the field of financial and investment advisors
45 Regulatory compliance consulting in the fields of financial planning, investment and asset management, investment, and finance; and providing regulatory compliance information in the fields of financial planning, investment and asset management, investment, and finance
42 Providing online non-downloadable software permitting users to manage and access investments, manage and access client account information, and manage, store, access and communicate regarding financial, investment, regulatory compliance, marketing, educational, and other related information and documentation in the fields of financial planning, investment and asset management, investment and finance; and providing an online portal in the nature of a website featuring technology that permits users to manage and access investments, manage and access client account information, and manage, store and access and communicate regarding financial, investment, regulatory compliance, marketing, educational, and other related information and documentation in the fields of financial planning, investment and asset management, investment and finance
The mark consists of the stylized letter "B" offset on a square background.
May 3, 2022
New Application Entered
May 4, 2022
New Application Office Supplied Data Entered
May 5, 2022
Notice Of Design Search Code E-Mailed
Feb 15, 2023
Assigned To Examiner
Mar 13, 2023
Non-Final Action Written
Mar 13, 2023
Non-Final Action E-Mailed
Mar 13, 2023
Notification Of Non-Final Action E-Mailed
Apr 20, 2023
Teas Response To Office Action Received
Apr 20, 2023
Correspondence Received In Law Office
Apr 20, 2023
Teas/Email Correspondence Entered
Jul 18, 2023
Final Refusal Written
Jul 18, 2023
Final Refusal E-Mailed
Jul 18, 2023
Notification Of Final Refusal Emailed
Oct 3, 2023
Teas Request For Reconsideration Received
Oct 3, 2023
Correspondence Received In Law Office
Oct 4, 2023
Teas/Email Correspondence Entered
Nov 1, 2023
Non-Final Action Written
Nov 1, 2023
Non-Final Action E-Mailed
Nov 1, 2023
Notification Of Non-Final Action E-Mailed
Jan 29, 2024
Application Extension To Response Period - Received
Jan 29, 2024
Application Extension Granted/Receipt Provided
May 1, 2024
Correspondence Received In Law Office
May 1, 2024
Teas Response To Office Action Received
May 2, 2024
Teas/Email Correspondence Entered
May 15, 2024
Subsequent Final Emailed
May 15, 2024
Subsequent Final Refusal Written
May 15, 2024
Notification Of Subsequent Final Emailed
Apr 18, 2024
Assigned To Examiner
Aug 13, 2024
Application Extension Granted/Receipt Provided
Aug 13, 2024
Application Extension To Response Period - Received
Trademark Alertz updated from USPTO on 2030-01-24
