LENOX ADVISORS
Live / Registered — Registered and renewed (as of 22 Sept 2022)
What this means for you
Registered since 27 Mar 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 27 Mar 2022).
Record
- Serial number
- 85268006
- Registration number
- 4117333
- Mark type
- Stylized text
- Filed
- 16 Mar 2011
- Published for opposition
- 10 Jan 2012
- Registered
- 27 Mar 2012
- Next maintenance due
- 27 Mar 2022
- Attorney of record
- Richard D. Harris
Goods and services
- Class 035 — Advertising and business services: Business planning services, namely, succession planning, executive benefits, executive compensation, family transfer issues, buyout agreement funding, carveout programs
- Class 036 — Insurance and financial services: Financial planning services and brokerage of insurance, mutual funds, annuities and other financial and insurance products, to wit - (1) insurance brokerage of life insurance, namely, survivorship life insurance, term life insurance, universal life insurance, variable universal life insurance, whole life insurance, group universal life insurance, group variable universal life insurance, BOLI/COLI; disability insurance; long term care insurance; property and casualty insurance, namely, automobile and home insurance; group benefits insurance, namely, group health insurance, long term disability insurance, short term disability insurance, dental insurance, flexible spending accounts, life insurance, vision plans, section 125 plans; (2) providing financial planning services, namely, fee based financial planning, asset allocation modeling, cash flow modeling, consolidated balance sheet preparation, deferred compensation elections, estate planning review, stock options planning, wealth management system; (3) brokerage of investment planning, namely, mutual funds, portfolio analysis, performance reporting, hedging strategies, tax efficiency analysis, 529 college savings plans; (4) brokerage of retirement planning, namely, IRA's, 401k's, tax deferred annuities, deferred compensation programs, alternate pension programs; and (5) providing estate planning services, namely, gift and estate tax strategies, multi-generational planning, asset valuation discount techniques, charitable planning, asset protection, trusts
- Class 041 — Education and entertainment services: [ Educational services, namely, conducting employee seminars on the subject of group health insurance ]
Owner
- Lenox Advisors, Inc., New York, NY, US
- Lenox Advisors, Inc., New York, NY, US
- Lenox Advisors, Inc., New York, NY, US
Prosecution history
- 22 Sept 2022 — NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
- 22 Sept 2022 — REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
- 22 Sept 2022 — REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
- 22 Sept 2022 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
- 28 Mar 2022 — TEAS SECTION 8 & 9 RECEIVED
- 27 Mar 2021 — COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
- 05 Apr 2018 — NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
- 05 Apr 2018 — REGISTERED - PARTIAL SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
- 05 Apr 2018 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
- 27 Mar 2018 — TEAS SECTION 8 & 15 RECEIVED
- 27 Mar 2017 — COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
- 08 Feb 2017 — ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
- 08 Feb 2017 — TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
- 25 Jan 2017 — ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY
- 10 Jul 2013 — ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY