Serial 85449835

Live / Registered — Registered and renewed (as of 08 Nov 2024)

What this means for you

Registered since 12 Aug 2014. 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 12 Aug 2024).

Record

Serial number
85449835
Registration number
4584820
Mark type
Design / logo
Filed
18 Oct 2011
Published for opposition
25 Sept 2012
Registered
12 Aug 2014
Next maintenance due
12 Aug 2024
Attorney of record
David W. Carrithers

Goods and services

  • Class 036 — Insurance and financial services: Educational and glossary web page services, namely, providing a website featuring information relating to investment, financial, and retirement planning for clients and prospective clients including individuals, families, estates, companies, small businesses, corporations, and charities; providing financial advice and consultancy services and providing investment advice all for planning, budgeting and developing financial resources for clients utilizing investments in stocks, bonds, CDs, mutual funds, exchange traded funds, index accounts, retirement planning, 401 K and other retirement plans, managed portfolios, REITS, unit investment trusts, fixed annuities, fixed indexed annuities, [ variable annuities, ] options, commodities, futures and other securities, and indices of same; financial planning, financial analysis, income planning, estate planning, investment planning and retirement planning, and implementation of strategies, namely, financial investment brokerage; insurance consultation, recommendation, and implementation, namely, insurance advisory, consultation and brokerage services for investment, retirement or budgeting purposes for clients or prospective clients; financial planning for retirement for clients and prospective clients; investment consultation for clients and prospective clients; investment management for clients or prospective clients; investment advisory services for clients or prospective clients; investment services, namely, financial advising services, for clients or prospective clients; financial advice for clients or prospective clients; financial analysis and research services for clients or prospective clients; financial evaluation for insurance purposes for clients or prospective clients; financial planning and advisory services, namely, creation of personalized strategies to achieve financial goals for clients or prospective clients; financial portfolio analyses services for clients or prospective clients; financial service providers and consultants utilizing investment advisor services, namely, providing investment advice for planning and development of financial resources for clients utilizing investments in stocks, bonds, CDs, mutual funds, exchange traded funds, index accounts, retirement planning, managed portfolios, REITS, unit investment trusts, and variable annuities; financial planning, financial analysis and implementation of strategies, namely, capital investment services all for use in connection with investment planning and financial portfolio analyses services for clients or prospective clients; financial evaluation for insurance [ ; financial sponsorship of radio show relating to investment and financial planning ]
  • Class 041 — Education and entertainment services: Educational services, namely, conducting seminars, workshops, and conferences in the fields of investment, finance, financial planning financial portfolio management, financial and retirement planning; arranging and organization of educational conferences in the fields of investment, finance, financial planning financial portfolio management, financial and retirement planning; publication of printed media, namely, articles, white papers, pamphlets, computer generated presentation papers [ , show relating to investment and financial planning broadcast over radio; participation in a radio show relating to investment and financial planning, namely, providing entertainment in the nature of live radio personality performances ]

Owner

Prosecution history

  • 08 Nov 2024 — NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
  • 08 Nov 2024 — REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
  • 08 Nov 2024 — REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
  • 08 Nov 2024 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
  • 11 Aug 2024 — TEAS SECTION 8 & 9 RECEIVED
  • 12 Aug 2023 — COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
  • 25 Sept 2020 — NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
  • 25 Sept 2020 — REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
  • 24 Sept 2020 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
  • 28 Jul 2020 — TEAS SECTION 8 & 15 RECEIVED
  • 12 Aug 2014 — REGISTERED-PRINCIPAL REGISTER
  • 10 Jul 2014 — NOTICE OF ACCEPTANCE OF STATEMENT OF USE MAILED
  • 09 Jul 2014 — ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
  • 09 Jul 2014 — AMENDMENT FROM APPLICANT ENTERED
  • 09 Jul 2014 — CORRESPONDENCE RECEIVED IN LAW OFFICE

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