FINANCIAL TRAJECTORY ANALYSIS
Live / Registered — Registered and renewed (as of 13 Jun 2024)
What this means for you
Registered since 23 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 23 Sept 2024).
Record
- Serial number
- 86178471
- Registration number
- 4608943
- Mark type
- Stylized text
- Filed
- 29 Jan 2014
- Published for opposition
- 08 Jul 2014
- Registered
- 23 Sept 2014
- Next maintenance due
- 23 Sept 2024
Goods and services
- Class 036 — Insurance and financial services: Advisory services in the field of employee benefits for group healthcare and business insurance offered to employees in addition to standard benefits such as medical, dental, life insurance including short term disability, long term disability, cancer insurance, accidental death and dismemberment; 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, assisting others with the completion of financial transactions for stocks, bonds, securities and equities; 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, life insurance settlement services; Financial services, namely, providing an investment option available for variable annuity and variable life insurance products; Financial services, namely, wealth management services; Insurance services, namely, underwriting, issuing and administration of life insurance; Life insurance brokerage; Life insurance underwriting; Providing financial services with respect to securities and other financial instruments and products, namely, money management services
Owner
- James W. Knox, Melville, NY, US
- James W. Knox, Melville, NY, US
- James W. Knox, Melville, NY, US
Prosecution history
- 13 Jun 2024 — NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
- 13 Jun 2024 — REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
- 13 Jun 2024 — REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
- 13 Jun 2024 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
- 11 Mar 2024 — TEAS SECTION 8 & 9 RECEIVED
- 23 Sept 2023 — COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
- 14 Jan 2020 — NOTICE OF ACCEPTANCE OF SEC. 8 - E-MAILED
- 14 Jan 2020 — REGISTERED - SEC. 8 (6-YR) ACCEPTED
- 14 Jan 2020 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
- 06 Dec 2019 — TEAS CHANGE OF CORRESPONDENCE RECEIVED
- 06 Dec 2019 — TEAS SECTION 8 RECEIVED
- 23 Sept 2019 — COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
- 23 Sept 2014 — REGISTERED-PRINCIPAL REGISTER
- 08 Jul 2014 — OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
- 08 Jul 2014 — PUBLISHED FOR OPPOSITION