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Live / Registered — Registered and renewed (as of 28 Apr 2024)

What this means for you

Registered since 16 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 16 Sept 2024).

Record

Serial number
86180754
Registration number
4607364
Mark type
Stylized text
Filed
31 Jan 2014
Published for opposition
06 May 2014
Registered
16 Sept 2014
Next maintenance due
16 Sept 2024
Attorney of record
Nancy A. Smith

Goods and services

  • Class 035 — Advertising and business services: Business management consulting; strategic business planning, branding and marketing consulting services provided to broker-dealers and their associated registered investment advisors
  • Class 036 — Insurance and financial services: Financial consultation services; financial services, namely, securities brokerage, clearing and custody services for registered investment advisors; investment trade execution services for registered investment advisors; providing an internet website portal offering information in the field of financial investments and featuring wealth management and analysis tools; providing information and advice regarding financial investment services and investment products

Owner

Prosecution history

  • 28 Apr 2024 — NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
  • 28 Apr 2024 — REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
  • 28 Apr 2024 — REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
  • 28 Apr 2024 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
  • 02 Jan 2024 — TEAS SECTION 8 & 9 RECEIVED
  • 16 Sept 2023 — COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
  • 28 Apr 2020 — APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
  • 28 Apr 2020 — TEAS CHANGE OF CORRESPONDENCE RECEIVED
  • 28 Apr 2020 — ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
  • 28 Apr 2020 — TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
  • 28 Apr 2020 — TEAS CHANGE OF OWNER ADDRESS RECEIVED
  • 09 Nov 2019 — NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
  • 09 Nov 2019 — REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
  • 01 Nov 2019 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
  • 20 Sept 2019 — TEAS CHANGE OF CORRESPONDENCE RECEIVED

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