DIRECT YOUR FUTURE
Live / Registered — Registered and renewed (as of 04 Nov 2023)
What this means for you
Registered since 19 Nov 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 19 Nov 2023).
Record
- Serial number
- 85900938
- Registration number
- 4436403
- Mark type
- Stylized text
- Filed
- 10 Apr 2013
- Published for opposition
- 03 Sept 2013
- Registered
- 19 Nov 2013
- Next maintenance due
- 19 Nov 2023
- Attorney of record
- Robert P. Felber, Jr.
Goods and services
- Class 016 — Paper goods and printed matter: Publications and printed matter, namely, newsletters, magazines, reports, guides, charts, worksheets, forms, instructional materials, educational materials, bulletins, pamphlets, booklets, posters and leaflets in the field of self-directed, tax-deferred and tax-free investment plans, accounts and trusts
- Class 035 — Advertising and business services: Financial record-keeping for regulatory compliance purposes; Financial record-keeping of self-directed, tax-deferred and tax-free investment plans, accounts, and trusts for regulatory compliance purposes; Financial record-keeping and reporting for tax compliance purposes
- Class 036 — Insurance and financial services: Account administration services, namely, administration of nontraditional and alternative investments for self-directed, tax-deferred and tax-free investment plans, accounts and trusts of others; Third party administration and management of self-directed, tax-deferred and tax-free investment plans, accounts and trusts; Third party administration and management of tax-advantaged investment plans, accounts, and trusts, namely, education savings accounts (ESA) and health savings accounts (HSA); Financial services, namely, administration of transactions involving funds drawn from tax-deferred and tax-free investments in retirement plans and accounts using a credit or debit card over a global data network; Financial services, namely, administration of financial transactions involving funds drawn from self-directed, tax-free and tax-deferred investment plans, account, and trusts
- Class 041 — Education and entertainment services: Education services, namely, conducting classes, seminars, conferences, or workshops in the field of self-directed, tax-deferred and tax-free investment plans, accounts and trusts; Providing online newsletters and blogs featuring information about self-directed, tax-deferred and tax-free investment plans, accounts, and trusts; Education services, namely, providing live and on-line classes and webinars in the field of self-directed, tax-deferred and tax-free investment plans, accounts and trusts
- Class 045 — Legal and security services: Regulatory compliance consulting in the field of self-directed, tax-deferred and tax-free investment plans, accounts and trusts
Owner
- THE ENTRUST GROUP, INC., OAKLAND, CA, US
- The Entrust Group, Inc., Oakland, CA, US
- The Entrust Group, Inc., Oakland, CA, US
- The Entrust Group, Inc., Oakland, CA, US
Prosecution history
- 04 Nov 2023 — NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
- 04 Nov 2023 — REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
- 04 Nov 2023 — REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
- 21 Oct 2023 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
- 24 Apr 2023 — TEAS SECTION 8 & 9 RECEIVED
- 21 Nov 2022 — APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
- 21 Nov 2022 — TEAS CHANGE OF CORRESPONDENCE RECEIVED
- 21 Nov 2022 — ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
- 21 Nov 2022 — TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
- 21 Nov 2022 — TEAS CHANGE OF OWNER ADDRESS RECEIVED
- 19 Nov 2022 — COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
- 16 Dec 2020 — AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
- 22 Sept 2020 — TEAS CHANGE OF CORRESPONDENCE RECEIVED
- 22 Sept 2020 — ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
- 22 Sept 2020 — TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED