VALECHA

Live / Registered — Registered and renewed (as of 16 Sept 2024)

What this means for you

Registered since 29 Jul 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 29 Jul 2024).

Record

Serial number
86175145
Registration number
4577839
Mark type
Stylized text
Filed
25 Jan 2014
Registered
29 Jul 2014
Next maintenance due
29 Jul 2024
Attorney of record
Jason R. Lee

Goods and services

  • Class 036 — Insurance and financial services: Advice relating to investments; Advising others concerning investments in intellectual property assets and intangible business assets, both directly and indirectly through other entities; Advisory services relating to credit and debit control, investment, grants and financing of loans; [ Annuity services, namely, account and investment administration; Annuity services, namely, account and investment administration and the investment and distribution of annuity funds; Brokerage services for capital investments; Brokerage services in the field of securities and commodities investing; ] Capital investment consulting; [ Capital investment services; Charitable foundation services, namely, providing fundraising activities and investment management services to support medical education and research and procedures for those in need; ] Commodity investment advice; Consultancy of capital investment; Consultation in art as an investment; [ Equity capital investment; Financial and investment services, namely, asset and investment acquisition, consultation, advisory and development; Financial and investment services, namely, management and brokerage in the fields of stocks, bonds, options, commodities, futures and other securities, and the investment of funds of others; ] Financial consultation in the field of environmental management, namely, advising business and individuals on issues of portfolio planning and investment planning; Financial consulting services, namely, advising others regarding intellectual property investments; [ Financial investment analysis and stock research; Financial investment brokerage; Financial investment brokerage services; Financial investment services, namely, administering the issuance, underwriting and distribution of securities; ] Financial planning and investment advisory services; [ Financial services in the nature of an investment security; Financial services, namely, a total portfolio offering for high net worth clients consisting of both separate accounts and mutual funds for equity and fixed income investments; Financial services, namely, administration of transactions involving funds drawn from securities, stocks, funds, equities, bonds, cash, or other types of financial investments in retirement plans using a check or negotiable order of withdrawal over a global data network; Financial services, namely, administration of transactions involving funds drawn from securities, stocks, funds, equities, bonds, cash, or other types of financial investments in retirement plans using a credit or debit card over a global data network; Financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; Financial services, namely, investment fund transfer and transaction services; Financial services, namely, operation and management of hedge funds, commodity pools and other collective investment vehicles, and trading for others of securities, options, futures, derivatives, debt instruments and commodities; Financial services, namely, providing an investment option available for variable annuity and variable life insurance products; ] Fund investment consultation; [ Fund investment services featuring securities offered according to previously established criteria in order to maintain a predetermined level of payments to the account holder; Fund investment services featuring the trading of an account holder's securities according to previously established criteria in order to maintain a predetermined level of payments to the account holder; Funds investment; Global investment research services; Hedge fund investment services; ] Information, advisory, consultancy and research services relating to finance and investments; Investment advice; Investment advisory services; [ Investment banking services; Investment banking services in the field of Employee Stock Ownership Plans (ESOP); Investment brokerage; Investment by electronic means; Investment clubs; ] Investment consultancy; Investment consultation; [ Investment management; Investment management of and distribution of annuities; Investment management of and distribution of variable annuities; Investment management services in the field of acquiring joint ventures; Investment of funds for others; Investment services, namely, asset acquisition, consultation, development and management services; Leveraged buy outs and investments in financially distressed or underperforming companies; Maintaining escrow accounts for investments; Management of a capital investment fund; Merchant banking and investment banking services; Monitoring financial markets for investment purposes; Mutual fund investment; Mutual funds and capital investment; Private equity fund investment services; Providing financial services with respect to securities and other financial instruments and products, namely, trading of and investments in securities and financial instruments and products for others; ] Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement; [ Providing information and research in the field of finance and financial investments; ] Providing information, commentary and advice in the field of finance, financial investments and financial valuations; [ Providing venture capital, development capital, private equity and investment funding; Provision of financial information relating to the finance industry involved in environmentally focused investments; Public equity investment management; Real estate funds investment services; Real estate investment services; Real estate investment services in the nature of purchasing and selling of real estate for others; ] Real estate investment trust advisory services [ ; Real estate investment trust management services; Real estate investment trust services; Securities trading and investing services for others via the internet; Transfer agency services rendered to issuers of investment securities; Trust services, namely, investment and trust company services ]

Owner

Prosecution history

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

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