INDIVIDUAL SOLUTIONS FOR INDEPENDENT ADVISORS
Live / Registered — Registered and renewed (as of 08 May 2018)
What this means for you
Registered since 07 Oct 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 07 Oct 2018).
Record
- Serial number
- 78668504
- Registration number
- 3514096
- Mark type
- Stylized text
- Filed
- 12 Jul 2005
- Published for opposition
- 31 Jul 2007
- Registered
- 07 Oct 2008
- Next maintenance due
- 07 Oct 2018
- Attorney of record
- James B. Lake
Goods and services
- Class 035 — Advertising and business services: Providing an on-line database featuring business information in the fields of attracting and retaining clients, conducting financial interviews and providing quality customer service; business networking
- Class 036 — Insurance and financial services: Financial services, namely, clearing and custodial services for financial advisors in the nature of financial planning and investment in the field of securities, investment banking, asset management, and banking and financial and estate trust services
- Class 041 — Education and entertainment services: Educational services, namely, providing mentoring to independent financial advisors in the fields of attracting and retaining clients, conducting financial interviews and providing quality customer service
Owner
- Raymond James Financial, Inc., St. Petersburg, FL, US
- Raymond James Financial, Inc., St. Petersburg, FL, US
- Raymond James Financial, Inc., St. Petersburg, FL, US
Prosecution history
- 08 May 2018 — NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
- 08 May 2018 — REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
- 08 May 2018 — REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
- 07 May 2018 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
- 27 Apr 2018 — TEAS SECTION 8 & 9 RECEIVED
- 07 Oct 2017 — COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
- 08 Jun 2015 — TEAS CHANGE OF CORRESPONDENCE RECEIVED
- 10 Oct 2014 — NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
- 10 Oct 2014 — REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
- 10 Oct 2014 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
- 06 Oct 2014 — TEAS SECTION 8 & 15 RECEIVED
- 26 Mar 2009 — ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
- 26 Mar 2009 — TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
- 07 Oct 2008 — REGISTERED-PRINCIPAL REGISTER
- 02 Sept 2008 — LAW OFFICE REGISTRATION REVIEW COMPLETED