FINANCIAL CONTROL SCORECARD
Live / Registered — Registered and renewed (as of 12 Jan 2017)
What this means for you
Registered since 02 Oct 2007. 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 02 Oct 2017).
Record
- Serial number
- 78957821
- Registration number
- 3302570
- Mark type
- Stylized text
- Filed
- 22 Aug 2006
- Published for opposition
- 17 Jul 2007
- Registered
- 02 Oct 2007
- Next maintenance due
- 02 Oct 2017
- Attorney of record
- James E. Rosini
Goods and services
- Class 036 — Insurance and financial services: FINANCIAL SERVICES, namely, FINANCIAL ANALYSIS AND [ CONSULATION ] * CONSULTATION *, CAPITAL AND FUNDS INVESTMENT CONSULTATION, FUNDS INVESTMENTS, SECURITIES INVESTMENTS, FINANCIAL PORTFOLIO MANAGEMENT, INVESTMENT MANAGEMENT, INVESTMENT OF FUNDS FOR OTHERS; FINANCIAL PLANNING AND RESEARCH
Owner
- UNITED CAPITAL FINANCIAL PARTNERS, LLC, IRVING, TX, US
- UNITED CAPITAL FINANCIAL PARTNERS, INC., Newport Beach, CA, US
- United Capital Financial Partners, Inc., Newport Beach, CA, US
- United Capital Financial Partners, Inc., Newport Beach, CA, US
- United Capital Financial Partners, Inc., Newport Beach, CA, US
Prosecution history
- 11 Jul 2024 — ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY
- 23 May 2024 — ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY
- 08 Nov 2023 — AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
- 30 Sept 2019 — ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
- 30 Sept 2019 — TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
- 09 Aug 2019 — ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
- 09 Aug 2019 — TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
- 12 Jan 2017 — NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
- 12 Jan 2017 — REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
- 12 Jan 2017 — REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
- 12 Jan 2017 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
- 03 Nov 2016 — TEAS SECTION 8 & 9 RECEIVED
- 02 Oct 2016 — COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
- 12 Oct 2015 — APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
- 12 Oct 2015 — TEAS CHANGE OF OWNER ADDRESS RECEIVED