Trademark: 98043228
Word
E ENVISION FINANCIAL PARTNERS CULTIVATE CURIOSITY
Status
Pending
Status Code
681
Status Date
Thursday, June 6, 2024
Serial Number
98043228
Mark Type
3
Filing Date
Wednesday, June 14, 2023
Published for Opposition
Tuesday, July 9, 2024

Trademark Owner History

Classifications
36 Estate trust management; Estate trust planning; Financial administration of retirement plans; Financial advice relating to income tax; Financial advice relating to tax; Financial advisory and consultancy services, namely, the creation of personalized strategies to achieve financial independence; Financial analysis and consultation; Financial and investment services, namely, asset and investment acquisition, consultation, advisory and development; Financial consultancy; Financial consultancy and insurance consultancy; Financial customs brokerage services; Financial investment brokerage; Financial investment brokerage services; Financial management; Financial portfolio management; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; Financial services, namely, providing an investment option available for variable annuity and variable life insurance products; Financial services, namely, wealth management services; Financial trust planning; Financial advisory and consultancy services; Financial consultation; Financial consulting; Financial planning; Financial planning and investment advisory services; Financial planning consultation; Financial planning for retirement; Information, advisory, consultancy and financial research services relating to finance and investments; Insurance and financial information and consultancy services; On-line financial planning services; Providing information, commentary and advice in the field of finance, financial investments and financial valuations; Real estate investment trust advisory services; Strategic financial advisory services
The mark consists of a broken circle with two curved blade shapes facing opposite of each other and extending respectively from the top-right and bottom-left portions of the interior of the circle, the circle being broken under the top-right portion, with the following wording to the right of the broken circle: "Envision" stacked above "FINANCIAL PARTNERS" stacked above "Cultivate Curiosity"; the broken circle appears as a stylized lower-case "e".
Color is not claimed as a feature of the mark.
"FINANCIAL PARTNERS"

Trademark Events
Jun 17, 2023
New Application Entered
Mar 6, 2024
Non-Final Action Written
Mar 6, 2024
Non-Final Action E-Mailed
Mar 6, 2024
Notification Of Non-Final Action E-Mailed
Jun 4, 2024
Correspondence Received In Law Office
Jun 4, 2024
Teas/Email Correspondence Entered
Jun 4, 2024
Teas Response To Office Action Received
Jun 6, 2024
Approved For Pub - Principal Register
Jun 19, 2024
Notification Of Notice Of Publication E-Mailed
Jul 19, 2023
New Application Office Supplied Data Entered
Jul 20, 2023
Notice Of Design Search Code E-Mailed
Mar 4, 2024
Assigned To Examiner

Trademark Alertz updated from USPTO on 2030-01-24