CRYSTAL BROOK ADVISORS
Live / Registered — Registered and renewed (as of 25 Sept 2025)
What this means for you
Registered since 18 Aug 2015. 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 18 Aug 2025).
Record
- Serial number
- 86326181
- Registration number
- 4796559
- Mark type
- Stylized text
- Filed
- 01 Jul 2014
- Published for opposition
- 02 Dec 2014
- Registered
- 18 Aug 2015
- Next maintenance due
- 18 Aug 2025
Goods and services
- Class 036 — Insurance and financial services: Advice relating to investments; financial and investment services, namely, asset and investment acquisition, consultation, advisory and development; financial information provided by electronic means in the field of financial planning; financial investment brokerage services; financial investment in the field of financial planning; financial planning and investment advisory services; 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, 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, providing an investment option available for variable annuity and variable life insurance products; fund investment consultation; investment advice; investment advisory services; investment consultation; investment management; investment management of and distribution of annuities; investment management of and distribution of variable annuities; investment of funds for others; investment services, namely, asset acquisition, consultation, development and management services; mutual fund investment; mutual funds and capital investment; 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, commentary and advice in the field of finance, financial investments and financial valuations; trust services, namely, investment and trust company services
Owner
- CRYSTAL BROOK ADVISORS, MOUNT SINAI, NY, US
- CRYSTAL BROOK ADVISORS, MOUNT SINAI, NY, US
- CRYSTAL BROOK ADVISORS, MOUNT SINAI, NY, US
Prosecution history
- 25 Sept 2025 — NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
- 25 Sept 2025 — REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
- 25 Sept 2025 — REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
- 23 Sept 2025 — TEAS RESPONSE TO OFFICE ACTION-POST REG RECEIVED
- 17 Sept 2025 — POST REGISTRATION ACTION MAILED - SEC. 8 & 9
- 17 Sept 2025 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
- 20 May 2025 — TEAS SECTION 8 & 9 RECEIVED
- 18 Aug 2024 — COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
- 30 Jan 2021 — NOTICE OF ACCEPTANCE OF SEC. 8 - E-MAILED
- 29 Jan 2021 — REGISTERED - SEC. 8 (6-YR) ACCEPTED
- 29 Jan 2021 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
- 15 Dec 2020 — TEAS SECTION 8 RECEIVED
- 18 Aug 2020 — COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
- 18 Aug 2015 — REGISTERED-PRINCIPAL REGISTER
- 17 Jul 2015 — NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED