PEAK FINANCIAL MANAGEMENT

What this means for you

Registered since 11 Dec 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 11 Dec 2017).

Record

Serial number

78962980

Registration number

3352473

Mark type

Stylized text

Filed

29 Aug 2006

Published for opposition

25 Sept 2007

Registered

11 Dec 2007

Next maintenance due

11 Dec 2017

Attorney of record

Merton Thompson

Goods and services

• Class 035 — Advertising and business services: Tax and taxation planning, advice, information and consultancy services
• Class 036 — Insurance and financial services: Estate planning; Financial analysis and consultation; Financial management; Financial planning; Financial portfolio management; Investment advice; Investment management; Investment services, namely asset acquisition, consultation, development and management services

Owner

• Peak Financial Management, Inc., Waltham, MA, US
• Peak Financial Management, Inc., Waltham, MA, US
• Peak Financial Management, Inc., Waltham, MA, US

Prosecution history

• 03 Aug 2017 — NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
• 03 Aug 2017 — REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
• 03 Aug 2017 — REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
• 03 Aug 2017 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
• 26 Jun 2017 — TEAS SECTION 8 & 9 RECEIVED
• 16 May 2017 — AMENDMENT UNDER SECTION 7 - PROCESSED
• 05 May 2017 — TEAS CHANGE OF CORRESPONDENCE RECEIVED
• 05 May 2017 — TEAS SECTION 7 REQUEST RECEIVED
• 08 Mar 2017 — POST REGISTRATION ACTION MAILED - SEC. 7
• 27 Feb 2017 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
• 11 Dec 2016 — COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
• 18 Dec 2013 — NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
• 18 Dec 2013 — REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
• 06 Dec 2013 — REGISTERED - SEC. 8 (6-YR) & SEC. 15 FILED
• 18 Dec 2013 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL