RIA-ONLY DOESN'T MEAN RIA ALONE

Dead / Cancelled — Cancelled — Section 8 (as of 28 Jan 2022)

What this means for you

This registration has been cancelled; it no longer blocks anyone on its own. The name may be available, but check before relying on it — rights can also come from actual use, not only from the register.

Record

Serial number
85974364
Registration number
4777765
Mark type
Stylized text
Filed
01 Jul 2013
Published for opposition
16 Sept 2014
Registered
21 Jul 2015
Attorney of record
Louis J. Franco

Goods and services

  • Class 035 — Advertising and business services: Providing centralized business support for a network of independent investment advisors, namely, centralized account billing, preparation and dissemination of periodic asset-holdings statements, and preparation and dissemination of market reports; providing marketing support for independent investment advisors, by creating and designing web-based and paper-based promotional materials for dissemination by independent investment advisors to their clients and supplying paper-based marketing materials for dissemination by independent investment advisors to their clients; providing investment market research support and analysis for independent investment advisors
  • Class 036 — Insurance and financial services: Investment advisory services; providing investment, financial and financial asset management advice; financial planning and financial consulting services
  • Class 045 — Legal and security services: Providing regulatory compliance support to independent investment advisors, namely, compliance consulting services that assist investment advisors in ensuring that they are operating within federal and state securities and investment advisor-related laws and regulations

Owner

Prosecution history

  • 28 Jan 2022 — CANCELLED SEC. 8 (6-YR)
  • 21 Jul 2015 — REGISTERED-PRINCIPAL REGISTER
  • 19 Jun 2015 — NOTICE OF ACCEPTANCE OF STATEMENT OF USE MAILED
  • 18 Jun 2015 — ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
  • 09 Jun 2015 — STATEMENT OF USE PROCESSING COMPLETE
  • 11 May 2015 — USE AMENDMENT FILED
  • 04 Jun 2015 — CASE ASSIGNED TO INTENT TO USE PARALEGAL
  • 11 May 2015 — TEAS STATEMENT OF USE RECEIVED
  • 11 Nov 2014 — NOA MAILED - SOU REQUIRED FROM APPLICANT
  • 16 Sept 2014 — PUBLISHED FOR OPPOSITION
  • 27 Aug 2014 — NOTICE OF PUBLICATION
  • 14 Aug 2014 — LAW OFFICE PUBLICATION REVIEW COMPLETED
  • 14 Aug 2014 — EXAMINERS AMENDMENT MAILED
  • 14 Aug 2014 — APPROVED FOR PUB - PRINCIPAL REGISTER
  • 14 Aug 2014 — EXAMINER'S AMENDMENT ENTERED

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