CONNECTING YOUR MONEY TO YOUR LIFE.

Live / Registered — Registered and renewed (as of 20 Jun 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
77270397
Registration number
3509734
Mark type
Stylized text
Filed
03 Sept 2007
Published for opposition
26 Feb 2008
Registered
30 Sept 2008
Next maintenance due
30 Sept 2018
Attorney of record
Thomas R. Lofy

Goods and services

  • Class 035 — Advertising and business services: Assistance, advisory services and consultancy with regard to business planning, business analysis, business management, and business organization; Business acquisition and merger consultation; Tracking and monitoring insurance compliance; Acquisition and merger consultation; Advertising and business management consultancy; Income tax consultation and preparation; Tax and taxation planning, advice, information and consultancy services; Assistance with business management and planning
  • Class 036 — Insurance and financial services: Agencies or brokerage for trading of securities, securities index futures, securities options, and overseas market securities futures; Brokerage of shares or stocks and other securities; Administration of employee benefit plans concerning insurance and finance; trust management; Investment services, namely, asset acquisition, consultation, development and management services; 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; investment advisory services; Financial planning for retirement; insurance agency and brokerage
  • Class 045 — Legal and security services: [ Legal services; attorney services ]

Owner

Prosecution history

  • 20 Jun 2018 — NOTICE OF ACCEPTANCE OF SEC. 8 - E-MAILED
  • 20 Jun 2018 — REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
  • 20 Jun 2018 — REGISTERED - SEC. 9 GRANTED/CHECK RECORD FOR SEC. 8
  • 20 Jun 2018 — REGISTERED - PARTIAL SEC. 8 (10-YR) ACCEPTED
  • 19 Jun 2018 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
  • 07 Jun 2018 — TEAS SECTION 8 & 9 RECEIVED
  • 07 Jun 2018 — TEAS CHANGE OF CORRESPONDENCE RECEIVED
  • 30 Sept 2017 — COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
  • 17 Oct 2013 — NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
  • 17 Oct 2013 — REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
  • 08 Oct 2013 — REGISTERED - SEC. 8 (6-YR) & SEC. 15 FILED
  • 17 Oct 2013 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
  • 08 Oct 2013 — TEAS SECTION 8 & 15 RECEIVED
  • 29 Apr 2011 — ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
  • 29 Apr 2011 — TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED

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