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Live / Registered — Registered and renewed (as of 10 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
85655443
Registration number
4386553
Mark type
Stylized text
Filed
19 Jun 2012
Published for opposition
04 Jun 2013
Registered
20 Aug 2013
Next maintenance due
20 Aug 2023
Attorney of record
Claudia W. Stangle

Goods and services

  • Class 036 — Insurance and financial services: Financial services, namely, investment advisory, investment management, asset management, portfolio management, investment brokerage, securities brokerage, investment consultation, wealth management, and financial planning services; financial and investment services, namely, investment advisory and investment management and brokerage of securities, hedge funds, private equity funds, wrap fee programs, separate accounts, variable annuity programs, stocks, bonds, commodities, derivatives and debt investment, and limited partnerships; financial services, namely, providing financial research, financial analysis, financial consultation, [ record keeping ] and financial information services, [ financial asset transfer agent services, financial custodian services, ] financial management and investment of funds and assets of others, capital investment services, and financial transaction services; financial services, namely, mutual fund advisory and investment management services, mutual fund distribution services, [ mutual fund underwriting and administration services, ] and variable annuities investment services; clearance services, namely, clearing and settling financial transactions on behalf of others; maintaining assets and securities for others, and confirming and tracking financial transactions for others; insurance investment services; [ trust and estate planning and management services; ] retirement planning services; real estate investment trust advisory and management services [; providing a web site featuring financial information and financial advice]

Owner

Prosecution history

  • 10 Feb 2024 — NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
  • 10 Feb 2024 — REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
  • 10 Feb 2024 — REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
  • 10 Feb 2024 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
  • 16 Aug 2023 — TEAS SECTION 8 & 9 RECEIVED
  • 20 Aug 2022 — COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
  • 09 Apr 2020 — NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
  • 08 Apr 2020 — REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
  • 19 Mar 2020 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
  • 20 Feb 2020 — TEAS CHANGE OF CORRESPONDENCE RECEIVED
  • 20 Feb 2020 — APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
  • 20 Feb 2020 — ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
  • 20 Feb 2020 — TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
  • 20 Feb 2020 — TEAS CHANGE OF OWNER ADDRESS RECEIVED
  • 20 Feb 2020 — TEAS RESPONSE TO OFFICE ACTION-POST REG RECEIVED

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