Serial 86738479

Live / Registered — Registered — Section 8 accepted (as of 10 Sept 2021)

What this means for you

Registered since 05 Apr 2016. The owner can stop confusingly similar uses in the classes it covers.

Record

Serial number
86738479
Registration number
4932163
Mark type
Design / logo
Filed
26 Aug 2015
Published for opposition
19 Jan 2016
Registered
05 Apr 2016
Attorney of record
Daniel Sheroff

Goods and services

  • Class 035 — Advertising and business services: Tax advice and planning services; Preparation of personalized reports relating to finance and investments; Personal selection services, namely, assistance in the selection and review of financial portfolio managers and consultation thereto
  • Class 036 — Insurance and financial services: Financial services, namely, retirement incoming planning, financial investment strategy and management, cash management, personal investment advice, and bill payment services; Estate planning; Financial services in the nature of financial consultation and investment accounting planning

Owner

Prosecution history

  • 05 Apr 2025 — COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
  • 10 Sept 2021 — NOTICE OF ACCEPTANCE OF SEC. 8 - E-MAILED
  • 10 Sept 2021 — REGISTERED - SEC. 8 (6-YR) ACCEPTED
  • 10 Sept 2021 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
  • 06 May 2021 — TEAS SECTION 8 RECEIVED
  • 03 May 2021 — APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
  • 03 May 2021 — TEAS CHANGE OF CORRESPONDENCE RECEIVED
  • 03 May 2021 — TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS
  • 03 May 2021 — ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
  • 03 May 2021 — TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
  • 03 May 2021 — TEAS CHANGE OF OWNER ADDRESS RECEIVED
  • 05 Apr 2021 — COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
  • 05 Apr 2016 — REGISTERED-PRINCIPAL REGISTER
  • 19 Jan 2016 — OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
  • 19 Jan 2016 — PUBLISHED FOR OPPOSITION

View this trademark record on Marksy