HEARTWOOD INVESTMENTS
Live / Registered — Registered and renewed (as of 23 Aug 2024)
What this means for you
Registered since 09 Sept 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 09 Sept 2024).
Record
- Serial number
- 86178046
- Registration number
- 4600816
- Mark type
- Stylized text
- Filed
- 28 Jan 2014
- Published for opposition
- 24 Jun 2014
- Registered
- 09 Sept 2014
- Next maintenance due
- 09 Sept 2024
- Attorney of record
- Nichole Weber Engle
Goods and services
- Class 036 — Insurance and financial services: Financial advisory and consultancy services; Financial advisory and consultancy services, namely, the creation of personalized strategies to achieve financial independence; Financial affairs and monetary affairs, namely, financial information, management and analysis services; Financial analysis and consultation; Financial analysis and research services; Financial and investment services, namely, asset and investment acquisition, consultation, advisory and development; Financial asset management; Financial information and advisory services; Financial investment analysis and stock research; Financial management; Financial planning and investment advisory services; Financial planning for retirement; Financial planning, namely, the creation of personalized strategies to achieve financial independence; Providing financial services with respect to securities and other financial instruments and products, namely, money management services; Strategic financial advisory services
Owner
- HEARTWOOD PARTNERS, LLC, NORWALK, CT, US
- HTWD LLC, NORWALK, CT, US
- Heartwood Investments, Inc., Waterloo, IA, US
- Heartwood Investments, Inc., Waterloo, IA, US
- Heartwood Investments, Inc., Waterloo, IA, US
Prosecution history
- 23 Aug 2024 — NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
- 23 Aug 2024 — REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
- 23 Aug 2024 — REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
- 23 Aug 2024 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
- 08 Aug 2024 — TEAS CHANGE OF CORRESPONDENCE RECEIVED
- 08 Jun 2024 — TEAS SECTION 8 & 9 RECEIVED
- 09 Sept 2023 — COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
- 14 Jun 2023 — AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
- 11 Jan 2022 — TEAS CHANGE OF CORRESPONDENCE RECEIVED
- 11 Jan 2022 — ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
- 11 Jan 2022 — TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
- 17 Jun 2021 — NOTICE OF ACCEPTANCE OF SEC. 8 - E-MAILED
- 17 Jun 2021 — REGISTERED - SEC. 8 (6-YR) ACCEPTED
- 17 Jun 2021 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
- 08 Mar 2021 — TEAS SECTION 8 RECEIVED