HS HERITAGE STRATEGIES LLC
Live / Registered — Registered — Section 8 accepted (as of 19 Jul 2022)
What this means for you
Registered since 31 May 2016. The owner can stop confusingly similar uses in the classes it covers.
Record
- Serial number
- 86614595
- Registration number
- 4967529
- Mark type
- Design + words
- Filed
- 29 Apr 2015
- Published for opposition
- 15 Mar 2016
- Registered
- 31 May 2016
- Attorney of record
- Stewart J. Bellus
Goods and services
- Class 016 — Paper goods and printed matter: Print publications, namely, books in the field of financial planning and management, insurance planning and management, annuities planning and management, life and retirement planning and management, investment planning and management, tax planning, mutual fund investments, estate planning, long-term care, charitable planning, fundraising, faith, family, health and wellness
- Class 035 — Advertising and business services: Assistance, advice, and consultancy with regard to business practice and business management, business succession planning, tax planning
- Class 036 — Insurance and financial services: Assistance, advice, and consultancy with regard to financial planning and financial analysis in the field of finances, financial management, the acquisition of income and capital, debt and credit management, investment advisory services, financial asset protection, and insurance advising and consulting services; Consulting services in the field of state and federal employee benefit plans concerning finance and insurance; Consulting and information concerning insurance; Financial advisory and consultancy services; Financial analysis and consultation; Financial information and advisory services; Financial consulting services, namely, expert analysis in finance; Financial planning consultation; Financial planning, namely, the creation of personalized strategies to achieve financial independence; Financial planning; Investment advisory services; Financial services, namely, savings programs for individuals and administration of savings programs; On-line financial planning services; Providing a web site featuring financial information and financial advice; Providing information and advice in the field of finance, financial valuations, the financial aspects of retirement, debt and credit management, financial asset protection, and insurance advisory and consulting services; Providing information in the field of finance and insurance; Strategic financial advisory services; Advice and consultancy with regard to estate planning; Providing information and advice in the field of estate planning
Owner
- HERITAGE STRATEGIES LLC, Woodbury, NY, US
- HERITAGE STRATEGIES LLC, Woodbury, NY, US
- HERITAGE STRATEGIES LLC, Woodbury, NY, US
Prosecution history
- 01 Jun 2025 — COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
- 19 Jul 2022 — NOTICE OF ACCEPTANCE OF SEC. 8 - E-MAILED
- 19 Jul 2022 — REGISTERED - SEC. 8 (6-YR) ACCEPTED
- 19 Jul 2022 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
- 17 Feb 2022 — TEAS SECTION 8 RECEIVED
- 31 May 2021 — COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
- 31 May 2016 — REGISTERED-PRINCIPAL REGISTER
- 15 Mar 2016 — OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
- 15 Mar 2016 — PUBLISHED FOR OPPOSITION
- 24 Feb 2016 — NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
- 11 Feb 2016 — LAW OFFICE PUBLICATION REVIEW COMPLETED
- 04 Feb 2016 — APPROVED FOR PUB - PRINCIPAL REGISTER
- 04 Feb 2016 — EXAMINER'S AMENDMENT ENTERED
- 04 Feb 2016 — NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
- 04 Feb 2016 — EXAMINERS AMENDMENT E-MAILED