CONNECTING WEALTH & PURPOSE
Live / Registered — Registered — Sections 8 & 15 accepted and acknowledged (as of 31 May 2023)
What this means for you
Registered since 10 Jan 2017. The owner can stop confusingly similar uses in the classes it covers.
Record
- Serial number
- 86929699
- Registration number
- 5117682
- Mark type
- Stylized text
- Filed
- 04 Mar 2016
- Published for opposition
- 25 Oct 2016
- Registered
- 10 Jan 2017
- Attorney of record
- Tara L. Ficken
Goods and services
- Class 035 — Advertising and business services: tax planning and preparation services
- Class 036 — Insurance and financial services: Financial advisory and consulting services, namely, investment consultation, asset allocation in the nature of financial asset management, financial planning, financial risk management and asset protection in the nature of financial asset management; Financial services, namely, wealth management services, investment management services, and administration services, namely, financial administration of savings accounts, retirement plans, investment accounts, mutual funds, trust accounts and annuities
Owner
- TFO FAMILY OFFICE PARTNERS, INC., PHOENIX, AZ, US
- TFO Phoenix, Inc., Phoenix, AZ, US
- TFO Phoenix, Inc., Phoenix, AZ, US
- TFO Phoenix, Inc., Phoenix, AZ, US
Prosecution history
- 04 Mar 2026 — TEAS SECTION 8 & 9 RECEIVED
- 10 Jan 2026 — COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
- 01 May 2024 — AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
- 31 May 2023 — NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
- 31 May 2023 — REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
- 31 May 2023 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
- 18 Nov 2022 — TEAS SECTION 8 & 15 RECEIVED
- 10 Jan 2022 — COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
- 10 Jan 2017 — REGISTERED-PRINCIPAL REGISTER
- 25 Oct 2016 — OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
- 25 Oct 2016 — PUBLISHED FOR OPPOSITION
- 05 Oct 2016 — NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
- 15 Sept 2016 — APPROVED FOR PUB - PRINCIPAL REGISTER
- 31 Aug 2016 — TEAS/EMAIL CORRESPONDENCE ENTERED
- 30 Aug 2016 — CORRESPONDENCE RECEIVED IN LAW OFFICE