ENDURING WEALTH ADVISORS

Live / Registered — Registered and renewed (as of 15 Dec 2022)

What this means for you

Registered since 05 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 05 Jun 2022).

Record

Serial number
85321169
Registration number
4152911
Mark type
Design + words
Filed
14 May 2011
Published for opposition
25 Oct 2011
Registered
05 Jun 2012
Next maintenance due
05 Jun 2022
Attorney of record
Catherine J. Holland

Goods and services

  • Class 036 — Insurance and financial services: Advice relating to investments; [ Agencies for brokerage of securities trading in overseas securities markets and of transactions on commission of overseas market securities futures; ] Agencies in the field of bonds and other securities; Agencies or brokerage for trading of securities, securities index futures, securities options [, and overseas market securities futures ] ; Brokerage of shares and other securities; Brokerage of shares or stocks and other securities; Brokerage services in the field of securities and commodities investing; Commodity investment advice; Credit and financial consultation; Financial advice; Financial advisory and consultancy services; Financial and investment services, namely, asset and investment acquisition, consultation, advisory and development; Financial and investment services, namely, management and brokerage in the fields of stocks, bonds, options, commodities, futures and other securities, and the investment of funds of others; Financial evaluation for insurance purposes; Financial investment brokerage; Financial investment brokerage services; Financial investment in the field of securities; Financial planning; Financial planning and investment advisory services; Financial planning consultation; Financial planning for retirement; Financial portfolio analysis services; Financial portfolio management; Financial services, namely, a total portfolio offering for high net worth clients consisting of both separate accounts and mutual funds for equity and fixed income investments; Financial services, namely, broker/dealer services on securities exchanges and over-the-counter markets; Financial services, namely, commodity trading and managed futures advisory and management services; Financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; Financial services, namely, wealth management services; Investment advice; Investment advisory services; Investment of funds for others; Management of portfolios comprising securities; Management of portfolios of transferable securities; Management of securities portfolios; Mutual fund investment; Mutual funds and capital investment; Private equity fund investment services; Private placements of hedge funds, private equity funds, securities and derivatives for others; Securities brokerage; Securities brokerage services; Security brokerage; Trading in securities

Owner

Prosecution history

  • 15 Dec 2022 — NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
  • 15 Dec 2022 — REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
  • 15 Dec 2022 — REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
  • 15 Dec 2022 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
  • 01 Jun 2022 — TEAS SECTION 8 & 9 RECEIVED
  • 05 Jun 2021 — COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
  • 17 Apr 2018 — NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
  • 17 Apr 2018 — REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
  • 17 Apr 2018 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
  • 06 Apr 2018 — TEAS SECTION 8 & 15 RECEIVED
  • 05 Jun 2017 — COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
  • 19 Sept 2012 — AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
  • 05 Jun 2012 — REGISTERED-PRINCIPAL REGISTER
  • 01 May 2012 — TTAB RELEASE CASE TO TRADEMARKS
  • 01 May 2012 — OPPOSITION TERMINATED NO. 999999

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