SMARTWORKS ADVISER
Live / Registered — Registered and renewed (as of 31 Dec 2022)
What this means for you
Registered since 26 Jun 2012. 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 26 Jun 2022).
Record
- Serial number
- 85204976
- Registration number
- 4165371
- Mark type
- Stylized text
- Filed
- 23 Dec 2010
- Published for opposition
- 01 Nov 2011
- Registered
- 26 Jun 2012
- Next maintenance due
- 26 Jun 2022
- Attorney of record
- Dyan Finguerra-DuCharme
Goods and services
- Class 036 — Insurance and financial services: Financial services in the nature of providing a multi-functional intranet site, for use exclusively by investment adviser representatives, to facilitate the processing of managed accounts by providing generation of investment proposals, managing financial portfolio accounts, rebalancing portfolios, and maintaining information associated with financial accounts
Owner
- Cetera Financial Holdings, Inc., El Segundo, CA, US
- Cetera Financial Holdings, Inc., El Segundo, CA, US
- Cetera Financial Holdings, Inc., El Segundo, CA, US
Prosecution history
- 31 Dec 2022 — NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
- 31 Dec 2022 — REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
- 31 Dec 2022 — REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
- 31 Dec 2022 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
- 14 Jun 2022 — TEAS SECTION 8 & 9 RECEIVED
- 09 Nov 2021 — APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
- 09 Nov 2021 — TEAS CHANGE OF CORRESPONDENCE RECEIVED
- 09 Nov 2021 — ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
- 09 Nov 2021 — TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
- 09 Nov 2021 — TEAS CHANGE OF OWNER ADDRESS RECEIVED
- 26 Jun 2021 — COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
- 03 Oct 2018 — ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY
- 04 Mar 2018 — NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
- 04 Mar 2018 — REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
- 04 Mar 2018 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL