Serial 77258366

Live / Registered — Registered and renewed (as of 18 Apr 2018)

What this means for you

Registered since 30 Sept 2008. The owner can stop confusingly similar uses in the classes it covers; it stays on the register as long as the owner keeps up the maintenance filings (next due by 30 Sept 2018).

Record

Serial number
77258366
Registration number
3507258
Mark type
Design / logo
Filed
17 Aug 2007
Published for opposition
15 Jul 2008
Registered
30 Sept 2008
Next maintenance due
30 Sept 2018
Attorney of record
Glenn K. Robbins II

Goods and services

  • Class 016 — Paper goods and printed matter: Newsletters in the fields of finance and investments; printed informational brochures and educational materials in the areas of investing, investments, financial strategies and planning, asset management, educational savings, retirement planning, and tax issues
  • Class 036 — Insurance and financial services: Financial services, namely, providing brokerage, distribution, and investment management services for mutual funds, stocks, bonds, other securities, commingled trusts, separate investment accounts for businesses, retirement accounts, and college savings plans; investment brokerage and management services, asset management services, and investment consultation services for institutional investors and individuals; investment management services provided to financial advisors; investment tracking and investment analysis services; providing financial news and information to individual and institutional investors and financial advisors about investing, investments, financial strategies and planning, asset management, educational savings, and retirement planning
  • Class 041 — Education and entertainment services: Educational services, namely, providing presentations to individual and institutional investors and financial advisors about investing, investments, financial strategies and planning, asset management, educational savings, retirement planning, and tax issues
  • Class 042 — Scientific and technological services: Investment decision-making tools and calculators, namely, providing temporary use of on-line non-downloadable interactive computer software for investment and financial analysis that allows users to input data into the tools and calculators and download a PDF, which presents a report of the results of the tools and calculators, all via a global communication network; providing temporary use of on-line non-downloadable interactive computer software that allows users to buy, sell, exchange, and manage investments, and download receipts and reports reflecting such transactions, all via a global communication network

Owner

Prior registrations

Prosecution history

  • 18 Apr 2018 — NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
  • 18 Apr 2018 — REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
  • 18 Apr 2018 — REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
  • 14 Apr 2018 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
  • 03 Apr 2018 — TEAS SECTION 8 & 9 RECEIVED
  • 30 Sept 2017 — COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
  • 18 Sept 2014 — NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
  • 18 Sept 2014 — REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
  • 18 Sept 2014 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
  • 08 Sept 2014 — TEAS SECTION 8 & 15 RECEIVED
  • 30 Sept 2008 — REGISTERED-PRINCIPAL REGISTER
  • 15 Jul 2008 — PUBLISHED FOR OPPOSITION
  • 25 Jun 2008 — NOTICE OF PUBLICATION
  • 09 Jun 2008 — LAW OFFICE PUBLICATION REVIEW COMPLETED
  • 09 Jun 2008 — ASSIGNED TO LIE

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