PROFOCUS

Live / Registered — Registered and renewed (as of 08 Aug 2019)

What this means for you

Registered since 10 Nov 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 10 Nov 2019).

Record

Serial number
77711761
Registration number
3708281
Mark type
Stylized text
Filed
10 Apr 2009
Published for opposition
25 Aug 2009
Registered
10 Nov 2009
Next maintenance due
10 Nov 2019
Attorney of record
Edward J Ribadeneira

Goods and services

  • Class 036 — Insurance and financial services: Estate planning; Financial advice; Financial advice and consultancy services; Financial advisory and consultancy services; Financial analyses; Financial analysis and consultation; 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 asset management; Financial consultancy; Financial consultancy and insurance consultancy; Financial consultancy services in the area of healthcare; Financial consultation; Financial consulting; Financial consulting services, namely, expert analysis in finance; Financial evaluation for insurance purposes; Financial information and advisory services; Financial information and evaluations; Financial management; Financial planning; Financial planning and investment advisory services; Financial planning consultation; Financial planning for retirement; Financial planning, namely, the creation of personalized strategies to achieve financial independence; Financial portfolio analysis services; Financial portfolio management; Financial research and information services; Financial risk management; Financial risk management consultation; 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; Financial services, namely, assisting others with the completion of financial transactions for stocks, bonds, securities and equities; Financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; Financial services, namely, estate settlement services; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; Insurance and financial information and consultancy services; Providing a web site featuring personal financial information and financial advice; Providing financial information; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement

Owner

Prosecution history

  • 08 Aug 2019 — NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
  • 08 Aug 2019 — REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
  • 08 Aug 2019 — REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
  • 08 Aug 2019 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
  • 10 Jul 2019 — TEAS SECTION 8 & 9 RECEIVED
  • 10 Nov 2018 — COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
  • 06 Jan 2016 — TEAS CHANGE OF CORRESPONDENCE RECEIVED
  • 21 Feb 2015 — NOTICE OF ACCEPTANCE OF SEC. 8 - MAILED
  • 21 Feb 2015 — REGISTERED - SEC. 8 (6-YR) ACCEPTED
  • 18 Feb 2015 — REGISTERED - SEC. 8 (6-YR) FILED
  • 20 Feb 2015 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
  • 18 Feb 2015 — PAPER RECEIVED
  • 24 Jun 2013 — APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
  • 24 Jun 2013 — TEAS CHANGE OF OWNER ADDRESS RECEIVED
  • 24 Jun 2013 — TEAS CHANGE OF CORRESPONDENCE RECEIVED

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