ISLAND WEALTH MANAGEMENT

Live / Registered — Registered and renewed (as of 22 Oct 2018)

What this means for you

Registered since 06 Oct 2009. 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 06 Oct 2019).

Record

Serial number
77626358
Registration number
3691642
Mark type
Design + words
Filed
04 Dec 2008
Published for opposition
21 Jul 2009
Registered
06 Oct 2009
Next maintenance due
06 Oct 2019

Goods and services

  • Class 036 — Insurance and financial services: Advice relating to investments; Financial and investment services, namely, management and brokerage in the fields of stocks, bonds, options, commodities, futures and other securities, and the investment of funds of others; Financial planning and investment advisory services; Financial planning services, namely, developing and managing charitable giving programs on behalf of wealthy individuals or families; Financial planning, namely, the creation of personalized strategies to achieve financial independence; 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; Investment management of and distribution of annuities; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement

Owner

Prosecution history

  • 22 Oct 2018 — NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
  • 22 Oct 2018 — REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
  • 22 Oct 2018 — REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
  • 22 Oct 2018 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
  • 10 Oct 2018 — TEAS SECTION 8 & 9 RECEIVED
  • 10 Oct 2018 — TEAS CHANGE OF CORRESPONDENCE RECEIVED
  • 06 Oct 2018 — COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
  • 29 Feb 2016 — APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
  • 29 Feb 2016 — TEAS CHANGE OF OWNER ADDRESS RECEIVED
  • 29 Feb 2016 — TEAS CHANGE OF CORRESPONDENCE RECEIVED
  • 07 Feb 2015 — NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
  • 07 Feb 2015 — REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
  • 06 Feb 2015 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
  • 22 Jan 2015 — TEAS SECTION 8 & 15 RECEIVED
  • 22 Jan 2015 — TEAS CHANGE OF CORRESPONDENCE RECEIVED

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