C

Live / Registered — Registered and renewed (as of 09 Feb 2024)

What this means for you

Registered since 20 Aug 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 20 Aug 2023).

Record

Serial number
85653680
Registration number
4386540
Mark type
Design + words
Filed
15 Jun 2012
Published for opposition
04 Jun 2013
Registered
20 Aug 2013
Next maintenance due
20 Aug 2023
Attorney of record
Dyan Finguerra-DuCharme

Goods and services

  • Class 035 — Advertising and business services: Business management services for professionals in the fields of clearing and trading for investment transactions, estate planning, research and due diligence on investment strategies, and companies, offerors and intermediaries and their products, broker-dealer liaison services with regulatory agencies, fee-based financial planning programs and support, marketing support, technology support; providing office support staff services for fee-based financial planning programs; business administration and management, namely, administration of insurance licensing for states and security registration broker-dealer firms and advisors
  • Class 036 — Insurance and financial services: Financial services, namely, securities broker-dealer services, fee-based financial planning programs, financial and investment advisory programs for independent financial professionals, financial consultation; investment services, namely, investment management, investment portfolio analysis, advice relating to investments; insurance services, namely, insurance brokerages and insurance agency services

Owner

Prior registrations

Prosecution history

  • 09 Feb 2024 — NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
  • 09 Feb 2024 — REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
  • 09 Feb 2024 — REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
  • 09 Feb 2024 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
  • 15 Aug 2023 — TEAS SECTION 8 & 9 RECEIVED
  • 20 Aug 2022 — COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
  • 09 Nov 2021 — APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
  • 09 Nov 2021 — TEAS CHANGE OF CORRESPONDENCE RECEIVED
  • 09 Nov 2021 — ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
  • 09 Nov 2021 — TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
  • 09 Nov 2021 — TEAS CHANGE OF OWNER ADDRESS RECEIVED
  • 18 Sept 2019 — NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
  • 18 Sept 2019 — REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
  • 18 Sept 2019 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
  • 12 Aug 2019 — TEAS SECTION 8 & 15 RECEIVED

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