HELPING OUR CLIENTS ACHIEVE FINANCIAL SUCCESS THROUGH SOUND ADVICE

Live / Registered — Registered and renewed (as of 17 Feb 2022)

What this means for you

Registered since 10 Jan 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 10 Jan 2022).

Record

Serial number
85336551
Registration number
4083703
Mark type
Stylized text
Filed
02 Jun 2011
Published for opposition
25 Oct 2011
Registered
10 Jan 2012
Next maintenance due
10 Jan 2022

Goods and services

  • Class 035 — Advertising and business services: Account auditing; Accountancy services; Accounting consultation; Accounting for third parties; Accounting services; Administrative accounting; Business auditing; Business information and accounting advisory services; Consulting and information concerning accounting; Consulting services, namely, expert analysis and management consulting in economics and accounting; Cost accounting; Forensic accounting services; Tax advisory services; Tax and taxation planning, advice, information and consultancy services; Tax filing services
  • Class 036 — Insurance and financial services: Charitable fundraising services for sending underprivileged children to one of several camps around the United States which accept these children at discounted rates for one or more weeks; Fiduciary services, namely, fiduciary representative services; Fiduciary tax payment processing services; Financial administration of retirement plans; Financial advice; Financial advice and consultancy services; Financial advice, namely, budget planning; Financial consultation; Financial consultation in the field of elder care; Financial counseling services, namely, helping others build a better working relationship with their money; Financial planning; Financial planning and investment advisory services; Financial planning consultation; Financial planning for retirement; Financial planning, namely, personalized strategy for achieving financial independence for the elderly; Financial trust planning; Investment consultancy; Investment consultation; Investment management; On-line cash account services; On-line financial planning services; Online, real-time tax payment processing, tax payment management, and tax payment analysis services; Payroll tax debiting services; Providing on-line information in the field of charitable monetary giving through financial and estate planning; Tax payment processing services
  • Class 041 — Education and entertainment services: Educational services, namely, conducting classes, seminars, conferences and workshops in the field of tax preparation, accounting, auditing, business services, financial planning, investment advertising, forensic accounting, business valuation, family office services, and elder care planning and distribution of printed materials in connection therewith in hard copy or electronic format on the same topics; Educational services, namely, conducting classes, seminars, conferences and workshops in the field of tax preparation, accounting, auditing, business services, financial planning, investment advising, forensic accounting, business valuation, family office services and elder care planning and distribution of course material in connection therewith; Educational services, namely, conducting classes, seminars, conferences and workshops in the field of tax preparation, accounting, auditing, business services, financial planning, investment advertising, forensic accounting, business valuation, family office services, and elder care planning and distribution of training material in connection therewith

Owner

Prosecution history

  • 17 Feb 2022 — NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
  • 17 Feb 2022 — REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
  • 17 Feb 2022 — REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
  • 16 Feb 2022 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
  • 17 Sept 2021 — TEAS SECTION 8 & 9 RECEIVED
  • 15 Sept 2021 — AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
  • 10 Jan 2021 — COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
  • 15 Aug 2017 — NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
  • 15 Aug 2017 — REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
  • 28 Jun 2017 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
  • 02 May 2017 — TEAS SECTION 8 & 15 RECEIVED
  • 02 May 2017 — TEAS CHANGE OF CORRESPONDENCE RECEIVED
  • 10 Jan 2017 — COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
  • 10 Jan 2012 — REGISTERED-PRINCIPAL REGISTER
  • 25 Oct 2011 — OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED

View this trademark record on Marksy