INSPIRING CONFIDENCE IN YOUR RETIREMENT
Live / Registered — Registered — Sections 8 & 15 accepted and acknowledged (as of 03 Jan 2023)
What this means for you
Registered since 05 Jul 2016. The owner can stop confusingly similar uses in the classes it covers.
Record
- Serial number
- 86817926
- Registration number
- 4993012
- Mark type
- Stylized text
- Filed
- 12 Nov 2015
- Published for opposition
- 19 Apr 2016
- Registered
- 05 Jul 2016
- 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
- McHarg, Courtney, Sacramento, CA, US
Prosecution history
- 05 Jul 2025 — COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
- 03 Jan 2023 — NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
- 03 Jan 2023 — REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
- 03 Jan 2023 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
- 17 Jun 2022 — TEAS SECTION 8 & 15 RECEIVED
- 05 Jul 2021 — COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
- 05 Jul 2016 — REGISTERED-PRINCIPAL REGISTER
- 19 Apr 2016 — OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
- 19 Apr 2016 — PUBLISHED FOR OPPOSITION
- 30 Mar 2016 — NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
- 08 Mar 2016 — APPROVED FOR PUB - PRINCIPAL REGISTER
- 06 Mar 2016 — ASSIGNED TO EXAMINER
- 17 Nov 2015 — NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
- 16 Nov 2015 — NEW APPLICATION ENTERED