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Live / Registered — Registered and renewed (as of 26 Feb 2024)

What this means for you

Registered since 03 Sept 2013. 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 Sept 2023).

Record

Serial number
85652655
Registration number
4397399
Mark type
Design + words
Filed
15 Jun 2012
Published for opposition
13 Nov 2012
Registered
03 Sept 2013
Next maintenance due
03 Sept 2023
Attorney of record
Robert J. Kimmer

Goods and services

  • Class 036 — Insurance and financial services: Advice relating to investments; Brokerage services for capital investments; Capital investment consulting; Capital investment services; Commodity investment advice; Consultancy of capital investment; Consulting and information concerning insurance; Equity capital investment; Estate planning; Estate trust management; Estate trust planning; Financial administration of retirement plans; Financial advice; Financial advice 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 asset management; Financial consultancy; Financial consultancy and insurance consultancy; Financial consultation; Financial custody services, namely, maintaining possession of financial assets for others for financial management purposes; Financial information; Financial information and advisory services; Financial investment analysis and stock research; Financial investment brokerage; Financial investment brokerage services; Financial management; Financial planning; Financial planning and investment advisory services; Financial planning consultation; Financial planning for retirement; Financial planning services, namely, developing and managing charitable giving programs on behalf of wealthy individuals or families; Financial planning, namely, creating personalized strategies for achieving financial independence; Financial portfolio analysis services; Financial portfolio management; Financial research and equity research brokerage services; Financial research and information services; Financial risk management; Financial risk management consultation; Financial services in the nature of an investment security; 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; 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, assisting others with the completion of financial transactions for stocks, bonds, securities and equities; 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, estate settlement services; 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, investment fund transfer and transaction services; Financial services, namely, proprietary trading in commodities, securities, options, futures, equities and fixed income products in the U.S. and overseas market securities; Financial services, namely, providing an investment option available for variable annuity and variable life insurance products; Financial services, namely, wealth management services; Financial trust operations; Financial trust planning; Funds investment; Global investment research services; Insurance and financial information and consultancy services; Insurance consultancy; Insurance consultation; Insurance information; Insurance information and consultancy; Insurance premium rate computing; Insurance services, providing premium rate quotes via on-line, telephone and mail means; Investment advice; Investment advisory services; Investment banking services; Investment brokerage; Investment by electronic means; Investment consultancy; Investment consultation; Investment management; Investment management of and distribution of annuities; Investment management of and distribution of variable annuities; Investment of funds for others; Investment services, namely, asset acquisition, consultation, development and management services; Mutual fund investment; Mutual funds and capital investment; On-line financial planning services; Providing a web site featuring personal financial information and financial advice; Providing detailed information regarding available insurance products for commercial property and casualty, professional and personal lines; Providing financial information; Providing financial services with respect to securities and other financial instruments and products, namely, money management services; Providing financial services with respect to securities and other financial instruments and products, namely, trading of and investments in securities and financial instruments and products for others; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement; 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 a financial exchange for the trading of securities, shares and options and other derivative products; Provision of financial information; Public equity investment management; Strategic financial advisory services; Trust management accounts; Trust services, namely, investment and trust company services

Owner

Prosecution history

  • 26 Feb 2024 — NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
  • 26 Feb 2024 — REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
  • 26 Feb 2024 — REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
  • 26 Feb 2024 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
  • 05 Sept 2023 — TEAS SECTION 8 & 9 RECEIVED
  • 03 Sept 2022 — COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
  • 18 May 2020 — NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
  • 18 May 2020 — REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
  • 11 May 2020 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
  • 28 Feb 2020 — TEAS RESPONSE TO OFFICE ACTION-POST REG RECEIVED
  • 30 Aug 2019 — POST REGISTRATION ACTION MAILED - SEC. 8 & 15
  • 28 Aug 2019 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
  • 15 Aug 2019 — TEAS SECTION 8 & 15 RECEIVED
  • 03 Sept 2018 — COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
  • 23 Feb 2016 — TEAS CHANGE OF CORRESPONDENCE RECEIVED

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