EIDEARD GROUP

Live / Registered — Registered and renewed (as of 02 May 2025)

What this means for you

Registered since 03 Mar 2015. 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 03 Mar 2025).

Record

Serial number
85273344
Registration number
4696152
Mark type
Stylized text
Filed
22 Mar 2011
Published for opposition
14 Feb 2012
Registered
03 Mar 2015
Next maintenance due
03 Mar 2025
Attorney of record
Felicia Altman

Goods and services

  • Class 035 — Advertising and business services: Preparation of reports relating to finance, investments, charitable giving, trusts, estates, and taxes; business advice and information for high net worth individuals and families; tax and taxation planning and advisory services for high net worth individuals and families, namely, state and local tax planning, closely held business tax planning, tax strategy, and tax planning for trusts and estates; business succession planning for high net worth individuals and families; tax assessment for high net worth individuals and families
  • Class 036 — Insurance and financial services: Investment services for high net worth individuals and families, namely, advice relating to investments, credit and debit control, grants, financing of loans, asset acquisition, consultation, development and management services; investment services for high net worth individuals and families, namely, analysis of investment portfolios; capital investment services for high net worth individuals and families; financial services for high net worth individuals and families, namely, wealth management, asset and investment acquisition, consultation, advice, consultancy and research relating to investments, trusts, investment risks, estate planning, and tax planning, and coordination of investment portfolio maintenance, trading, rebalancing, and tax management needs; provision of information and research in the field of finance, financial investments, trusts, estate planning, charitable giving, tax planning, succession planning, and risk management for high net worth individuals and families; trust services for high net worth individuals and families, namely, investment and trust company services, including trust development, implementation, administration, review, monitoring, and revision; financial risk management for high net worth individuals and families; financial portfolio management for high net worth individuals and families; management of portfolios including securities for high net worth individuals and families; financial investment analysis and stock research for high net worth individuals and families; estate services for high net worth individuals and families, namely, estate planning, review and monitoring of estate plans, administration of estate plans, and development and communication of wealth transfer objectives; trust management for high net worth individuals and families, and trust planning; financial consulting services in the field of planned giving to non-profit and charitable organizations on behalf of high net worth individuals and families; financial planning services for high net worth individuals and families, namely, developing and managing charitable giving programs, creation of philanthropic missions, formal giving plans, recipient selection processes, identification and implementation of charitable structures, evaluation of gift effectiveness, philanthropic networking; financial planning services for high net worth individuals and families, namely, succession planning, family governance systems, financial education systems, wealth monitoring, trust and beneficiary monitoring

Owner

Prosecution history

  • 02 May 2025 — NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
  • 02 May 2025 — REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
  • 02 May 2025 — REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
  • 02 May 2025 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
  • 05 Dec 2024 — TEAS SECTION 8 & 9 RECEIVED
  • 03 Mar 2024 — COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
  • 02 Jun 2021 — NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
  • 02 Jun 2021 — REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
  • 02 Jun 2021 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
  • 01 Feb 2021 — TEAS SECTION 8 & 15 RECEIVED
  • 03 Mar 2020 — COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
  • 03 Mar 2015 — REGISTERED-PRINCIPAL REGISTER
  • 30 Jan 2015 — NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
  • 29 Jan 2015 — ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
  • 22 Jan 2015 — STATEMENT OF USE PROCESSING COMPLETE

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