THE COMPLEAT ADVISOR
Dead / Cancelled — Cancelled — Section 8 (as of 24 Jun 2022)
What this means for you
This registration has been cancelled; it no longer blocks anyone on its own. The name may be available, but check before relying on it — rights can also come from actual use, not only from the register.
Record
- Serial number
- 85153279
- Registration number
- 4069581
- Mark type
- Stylized text
- Filed
- 15 Oct 2010
- Published for opposition
- 27 Sept 2011
- Registered
- 13 Dec 2011
- Attorney of record
- Sharoni S. Finkelstein
Goods and services
- Class 035 — Advertising and business services: Business services, namely, management and business consultation targeted to financial advisors and their clients; business development services, namely, offering start-up support services for financial advisors
- Class 036 — Insurance and financial services: [ Investment services, namely, asset acquisition, consultation, development and management services; financial planning services for retail and institutional clients and advisors; brokerage of investment products for retail and institutional clients and advisors, namely, asset management portfolios, Exchange Traded Funds, annuities, real estate investment trusts and mutual funds ]
Owner
- ASSETMARK, INC., Concord, CA, US
- GLOBAL FINANCIAL PRIVATE CAPITAL, LLC, SARASOTA, FL, US
- Dixon, Michael, Osprey, FL, GB
- Dixon, Michael, Osprey, FL, GB
- Dixon, Michael, Osprey, FL, GB
Prosecution history
- 18 Sept 2024 — ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY
- 24 Jun 2022 — CANCELLED SEC. 8 (10-YR)/EXPIRED SECTION 9
- 23 Feb 2021 — APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
- 23 Feb 2021 — TEAS CHANGE OF CORRESPONDENCE RECEIVED
- 23 Feb 2021 — TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS
- 23 Feb 2021 — ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
- 23 Feb 2021 — TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
- 23 Feb 2021 — TEAS CHANGE OF OWNER ADDRESS RECEIVED
- 27 Jan 2021 — ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY
- 13 Dec 2020 — COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
- 17 Jul 2019 — AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
- 15 Jun 2018 — NOTICE OF ACCEPTANCE OF SEC. 8 - E-MAILED
- 15 Jun 2018 — REGISTERED - PARTIAL SEC. 8 (6-YR) ACCEPTED
- 15 Jun 2018 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
- 12 Jun 2018 — TEAS SECTION 8 RECEIVED