MCHARG & ASSOCIATES
Live / Registered — Registered and renewed (as of 08 Nov 2025)
What this means for you
Registered since 12 Jul 2016. 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 12 Jul 2026).
Record
- Serial number
- 86817877
- Registration number
- 5000394
- Mark type
- Stylized text
- Filed
- 12 Nov 2015
- Registered
- 12 Jul 2016
- Next maintenance due
- 12 Jul 2026
- Attorney of record
- Samuel K. Swenson
Goods and services
- Class 036 — Insurance and financial services: Electronic financial service for the purchase of savings bonds; 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, administration of transactions involving funds drawn from securities, stocks, funds, equities, bonds, cash, or other types of financial investments in retirement plans using a check or negotiable order of withdrawal over a global data network; Financial services, namely, administration of transactions involving funds drawn from securities, stocks, funds, equities, bonds, cash, or other types of financial investments in retirement plans using a credit or debit card over a global data network; Financial services, namely, assisting others with the completion of financial transactions for stocks, bonds, securities and equities; Financial services, namely, broker/dealer services on securities exchanges and over-the-counter markets; Financial services, namely, commodity trading and managed futures advisory and management services; Financial services, namely, conducting a securities and derivatives exchange; Financial services, namely, conducting an online exchange of interest rate products via the internet and intranet systems; Financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; Financial services, namely, dealing in securities as a market maker and in trading commodities, securities, options, futures, equities and fixed income products in the United States and overseas market securities
Owner
- McHarg, Courtney, Sacramento, CA, US
- McHarg, Courtney, Sacramento, CA, US
Prosecution history
- 08 Nov 2025 — NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
- 08 Nov 2025 — REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
- 08 Nov 2025 — REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
- 08 Nov 2025 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
- 22 Jul 2025 — TEAS SECTION 8 & 9 RECEIVED
- 12 Jul 2025 — COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
- 02 Dec 2022 — NOTICE OF ACCEPTANCE OF SEC. 8 - E-MAILED
- 02 Dec 2022 — REGISTERED - SEC. 8 (6-YR) ACCEPTED
- 02 Dec 2022 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
- 14 Jun 2022 — TEAS SECTION 8 RECEIVED
- 12 Jul 2021 — COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
- 12 Jul 2016 — REGISTERED-SUPPLEMENTAL REGISTER
- 08 Jun 2016 — LAW OFFICE PUBLICATION REVIEW COMPLETED
- 01 Jun 2016 — ASSIGNED TO LIE
- 18 May 2016 — APPROVED FOR REGISTRATION SUPPLEMENTAL REGISTER