CLIENTWORKS

Live / Registered — Registered — Sections 8 & 15 accepted and acknowledged (as of 21 Jan 2023)

What this means for you

Registered since 06 Dec 2016. The owner can stop confusingly similar uses in the classes it covers.

Record

Serial number
86980765
Registration number
5097438
Mark type
Stylized text
Filed
17 Jul 2014
Published for opposition
03 Mar 2015
Registered
06 Dec 2016
Attorney of record
Timothy J. Lyden

Goods and services

  • Class 036 — Insurance and financial services: Providing an Internet website portal featuring a multi-functional platform for providing online information in the fields of financial and investment services, including financial planning, investment brokerage, providing investment advice, investment management and investment compliance services, for purposes of planning, executing, managing, analyzing, tracking, organizing, supervising, surveilling and structuring investments and investment strategies

Owner

Prosecution history

  • 06 Dec 2025 — COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
  • 14 Jun 2023 — TEAS CHANGE OF CORRESPONDENCE RECEIVED
  • 14 Jun 2023 — ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
  • 14 Jun 2023 — TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
  • 14 Jun 2023 — APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
  • 14 Jun 2023 — TEAS CHANGE OF OWNER ADDRESS RECEIVED
  • 21 Jan 2023 — NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
  • 21 Jan 2023 — REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
  • 14 Jan 2023 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
  • 28 Jun 2022 — TEAS SECTION 8 & 15 RECEIVED
  • 06 Dec 2021 — COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
  • 23 Jun 2021 — APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
  • 23 Jun 2021 — TEAS CHANGE OF CORRESPONDENCE RECEIVED
  • 23 Jun 2021 — ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
  • 23 Jun 2021 — TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED

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