SEVEN POST PRIVATE INVESTMENT OFFICE
Live / Registered — Registered and renewed (as of 02 Feb 2024)
What this means for you
Registered since 28 Jan 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 28 Jan 2024).
Record
- Serial number
- 85784651
- Registration number
- 4473623
- Mark type
- Stylized text
- Filed
- 20 Nov 2012
- Published for opposition
- 12 Nov 2013
- Registered
- 28 Jan 2014
- Next maintenance due
- 28 Jan 2024
- Attorney of record
- David Lewandowski
Goods and services
- Class 036 — Insurance and financial services: Financial services, namely, wealth management services for private and institutional clients; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others; Financial asset management; Financial trust planning; Estate trust planning; Estate trust management; Financial planning services; Financial planning for retirement; Corporate finance services, namely, consultation in the field of asset sales; Corporate finance services, namely, consultation in the field of capital structure; Financial risk management; Financial and investment services, namely, management in the fields of stocks, bonds, options, commodities, futures and other securities; Financial services, namely, coordination of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; Real estate investment services; Management of private equity funds; Private equity consultant services; Private equity fund investment services; Wealth analysis services, namely, identifying investment objectives, providing financial due diligence, conducting financial research, and compiling and analyzing statistics, data and other sources of information for wealth management purposes; Providing information and advice in the field of finance, financial investments and financial valuation; Financial services, namely, investment fund transfer and transaction services; Financial portfolio management; financial portfolio analysis services; Financial consulting services in the field of planned giving on behalf of private and institutional clients
Owner
- Blackoak GP, LLC, San Francisco, CA, US
- Blackoak GP, LLC, San Francisco, CA, US
- Blackoak GP, LLC, San Francisco, CA, US
Prior registrations
Prosecution history
- 02 Feb 2024 — NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
- 02 Feb 2024 — REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
- 02 Feb 2024 — REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
- 02 Feb 2024 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
- 07 Aug 2023 — TEAS SECTION 8 & 9 RECEIVED
- 28 Jan 2023 — COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
- 27 Oct 2020 — NOTICE OF ACCEPTANCE OF SEC. 8 - E-MAILED
- 27 Oct 2020 — REGISTERED - SEC. 8 (6-YR) ACCEPTED
- 27 Oct 2020 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
- 28 Jul 2020 — TEAS SECTION 8 RECEIVED
- 28 Jan 2019 — COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
- 13 Mar 2018 — ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
- 13 Mar 2018 — TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
- 04 Mar 2016 — TEAS CHANGE OF CORRESPONDENCE RECEIVED
- 02 Aug 2014 — ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED