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Live / Registered — Registered — Section 8 accepted (as of 15 Jul 2022)

What this means for you

Registered since 20 Oct 2015. The owner can stop confusingly similar uses in the classes it covers.

Record

Serial number
85349169
Registration number
4834269
Mark type
Word mark
Filed
17 Jun 2011
Published for opposition
07 Jul 2015
Registered
20 Oct 2015
Attorney of record
Helen H. Minsker

Goods and services

  • Class 036 — Insurance and financial services: [ Financial services, namely, management of investment funds for others; financial services in the nature of management of retirement and pension funds for others; mutual funds brokerage; ] advisory, consultancy and information related to investment funds processing in the corporate sector; [ financial services, namely, constitution and administration of investment funds; ] advisory, consultancy and specialized information related to private pension funds, namely, investment information; [ capital investments services; ] financial consultancy; financial management; financial information; [ raising banks, namely, savings bank services; banking services; ] financial affairs, namely, analysis services; monetary affairs, namely, financial information; [ real estate affairs, namely, real estate brokerage; ] financial analysis; [ banking investments services; financial evaluation for insurance purposes; ] investment funds consultation; [ capital investments consulting; monetary exchange operations; fiduciary services, namely, fiduciary representative services; ] administration services of financial affairs, namely, providing portfolio management services to others; consulting services in the field of business capitalization services; [ securities brokerage; electronic transfer of funds; financial services, namely, issuance of bonds and securities; stock exchange quotation; banking services via remote access, namely, home banking; ] financial affairs and monetary affairs, namely, financial information, management and analysis services; financial information in the nature of rates of exchange; financial information provided by electronic means; financial information processing; financial information and advisory services; financial information and evaluations; financial information services provided on-line from a computer database or a global computer network, namely, providing information in the field of financial classification of companies and securities; financial research and information services; financial services, namely, providing information in the fields of foreign currency, commodities, financial derivatives, interest rate products, and equities via the internet and intranet systems; insurance and financial information and consultancy services; [ providing a web site featuring personal financial information and financial advice; ] providing financial information; providing information and advice in the field of finance, [ financial investments, financial valuations, and the financial aspects of retirement; providing information on government financial assistance programs; ] providing information and research in the field of finance and financial investments; providing information in the field of financial stock and equity markets; providing investors with financial information; [ providing on-line information in the field of charitable monetary giving through financial and estate planning; provision of financial information; provision of financial information relating to the finance industry involved in environmentally focused investments; financial planning for retirement; establishing mutual funds for others; mutual fund brokerage; mutual fund distribution; mutual fund investment; mutual funds and capital investment; providing a web site where users can post ratings, reviews and recommendations on stocks, bonds, mutual funds and other financial instruments; annuity services, namely, account and investment administration and the investment and distribution of annuity funds; 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 services, namely, investment fund transfer and transaction services; 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, administration of transactions involving funds drawn from securities, stocks, funds, equities, bonds, cash, or other types of financial investments in retirement plans using a credit or debit card over a global data network; ] 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, administration of transactions involving funds drawn from securities, stocks, funds, equities, bonds, cash, or other types of financial investments in retirement plans using a check or negotiable order of withdrawal over a global data network; ] fund investment consultation; [ fund investment services featuring securities offered according to previously established criteria in order to maintain a predetermined level of payments to the account holder; fund investment services featuring the trading of an account holder's securities according to previously established criteria in order to maintain a predetermined level of payments to the account holder; funds investment; hedge fund investment services; investment of funds for others; management of a capital investment fund; private equity fund investment services; real estate funds investment services; capital investments finances; ] financial consultancy; finance administration [ ; savings bank services; savings banks; remote electronic banking services via a global computer network ]

Owner

Prosecution history

  • 20 Oct 2024 — COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
  • 15 Jul 2022 — NOTICE OF ACCEPTANCE OF SEC. 8 - E-MAILED
  • 15 Jul 2022 — REGISTERED - SEC. 8 (6-YR) ACCEPTED
  • 13 Jul 2022 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
  • 04 Feb 2022 — TEAS SECTION 8 RECEIVED
  • 20 Oct 2020 — COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
  • 11 Jan 2017 — TEAS CHANGE OF CORRESPONDENCE RECEIVED
  • 20 Oct 2015 — REGISTERED-PRINCIPAL REGISTER
  • 14 Sept 2015 — 1(B) BASIS DELETED; PROCEED TO REGISTRATION
  • 14 Sept 2015 — NOTICE OF ALLOWANCE CANCELLED
  • 01 Sept 2015 — NOA E-MAILED - SOU REQUIRED FROM APPLICANT
  • 07 Jul 2015 — OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
  • 07 Jul 2015 — PUBLISHED FOR OPPOSITION
  • 17 Jun 2015 — NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
  • 02 Jun 2015 — LAW OFFICE PUBLICATION REVIEW COMPLETED

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