Trademark: 97401854
Status Date
Tuesday, September 26, 2023
Registration Number
7172901
Registration Date
Tuesday, September 26, 2023
Filing Date
Monday, May 9, 2022
Published for Opposition
Tuesday, July 11, 2023
36 (Based on Use in Commerce) FINANCIAL SERVICES INCLUDING WEALTH MANAGEMENT, namely, ASSISTING CLIENTS WITH MANAGING THEIR FINANCIAL AFFAIRS AND ASSETS; FINANCIAL PLANNING; FINANCIAL WEALTH PLANNING; INVESTMENT ADVICE; COMPREHENSIVE LIFE FINANCIAL MANAGEMENT SERVICES IN THE FIELDS OF INVESTMENT MANAGEMENT, CASH MANAGEMENT, DEBT MANAGEMENT, INSURANCE RISK MANAGEMENT, ESTATE PLANNING, AND TAX PLANNING; FINANCIAL MANAGEMENT AND DISTRIBUTION OF POOLED INVESTMENT FUNDS AND SEGREGATED SECURITIES; FINANCIAL SERVICES IN THE FIELDS OF INVESTMENT, namely, SECURITIES INVESTMENT, CAPITAL INVESTMENT CONSULTATION, FUNDS INVESTMENT AND FINANCIAL PLANNING; ASSET PROTECTION SERVICES, namely, FINANCIAL RISK ASSESSMENT SERVICES IN THE NATURE OF ASSESSING A CLIENT'S NEED FOR CRITICAL ILLNESS INSURANCE, LIFE INSURANCE AND PROPERTY AND CASUALTY INSURANCE; FINANCIAL SUPPORT SERVICES, namely, ASSISTING CLIENTS WITH PERSONAL ADMINISTRATIVE MATTERS SUCH AS BILL PAYMENT AND LEASING OF REAL PROPERTY; (Based on 44e) INVESTMENT FUND SERVICES, namely, RETIREMENT INVESTMENT COUNSELING, RETIREMENT INVESTMENT PORTFOLIO FINANCIAL MANAGEMENT, DEALING IN, ADMINISTRATION AND DISTRIBUTION OF PRINCIPAL-PROTECTED INVESTMENT FUNDS FOR RETIREMENT; INVESTMENT PORTFOLIO FINANCIAL MANAGEMENT; INVESTMENT COUNSELING
Sep 26, 2023
Notice Of Registration Confirmation Emailed
Sep 26, 2023
Registered-Principal Register
Aug 7, 2023
Teas Change Of Correspondence Received
Aug 7, 2023
Applicant/Correspondence Changes (Non-Responsive) Entered
Aug 7, 2023
Teas Change Of Owner Address Received
Aug 4, 2023
Teas Change Of Correspondence Received
Aug 4, 2023
Attorney/Dom.Rep.Revoked And/Or Appointed
Aug 4, 2023
Teas Revoke/App/Change Addr Of Atty/Dom Rep Received
Aug 4, 2023
Applicant/Correspondence Changes (Non-Responsive) Entered
Aug 4, 2023
Teas Change Of Owner Address Received
Jul 11, 2023
Official Gazette Publication Confirmation E-Mailed
Jul 11, 2023
Published For Opposition
Jun 21, 2023
Notification Of Notice Of Publication E-Mailed
Jun 7, 2023
Approved For Pub - Principal Register
May 31, 2023
Teas/Email Correspondence Entered
May 30, 2023
Correspondence Received In Law Office
May 30, 2023
Teas Response To Office Action Received
Mar 3, 2023
Notification Of Non-Final Action E-Mailed
Mar 3, 2023
Non-Final Action E-Mailed
Mar 3, 2023
Non-Final Action Written
Mar 3, 2023
Notice Of Acceptance Of Amendment To Allege Use E-Mailed
Mar 2, 2023
Use Amendment Accepted
Feb 26, 2023
Assigned To Examiner
Dec 16, 2022
Amendment To Use Processing Complete
Dec 16, 2022
Use Amendment Filed
Dec 15, 2022
Teas Amendment Of Use Received
Dec 13, 2022
Applicant/Correspondence Changes (Non-Responsive) Entered
Dec 13, 2022
Teas Change Of Correspondence Received
Dec 13, 2022
Teas Change Of Domestic Representatives Address
Dec 13, 2022
Attorney/Dom.Rep.Revoked And/Or Appointed
Dec 13, 2022
Teas Revoke/App/Change Addr Of Atty/Dom Rep Received
Dec 13, 2022
Teas Change Of Owner Address Received
May 16, 2022
New Application Office Supplied Data Entered
May 12, 2022
New Application Entered
Trademark Alertz updated from USPTO on 2030-01-24
