CASSADAY & COMPANY, INC. INDEPENDENT WEALTH MANAGEMENT CONSOLIDATION INTEGRATION SIMPLIFICATION
Live / Registered — Registered — Sections 8 & 15 accepted and acknowledged (as of 04 Nov 2022)
What this means for you
Registered since 17 Jan 2017. The owner can stop confusingly similar uses in the classes it covers.
Record
- Serial number
- 87046743
- Registration number
- 5122973
- Mark type
- Design + words
- Filed
- 23 May 2016
- Published for opposition
- 01 Nov 2016
- Registered
- 17 Jan 2017
- Attorney of record
- Briana R. Falcon
Goods and services
- Class 036 — Insurance and financial services: Financial services, namely, retirement funding financing in the nature of retirement fund investment services and retirement investment and wealth management services
Owner
- CASSADAY & CO. WEALTH MANAGEMENT, LLC, New York, NY, US
- CASSADAY & COMPANY, LLC, MCLEAN, VA, US
- Cassaday & Company, Inc., McLean, VA, US
- Cassaday & Company, Inc., McLean, VA, US
- Cassaday & Company, Inc., McLean, VA, US
Prosecution history
- 17 Jan 2026 — COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
- 02 Oct 2025 — TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS
- 02 Oct 2025 — TEAS CHANGE OF CORRESPONDENCE RECEIVED
- 02 Oct 2025 — ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
- 02 Oct 2025 — TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
- 02 Oct 2025 — APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
- 02 Oct 2025 — TEAS CHANGE OF OWNER ADDRESS RECEIVED
- 02 Oct 2024 — ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY
- 04 Nov 2022 — NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
- 04 Nov 2022 — REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
- 04 Nov 2022 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
- 23 Jun 2022 — AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
- 04 May 2022 — TEAS SECTION 8 & 15 RECEIVED
- 16 Feb 2022 — AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
- 17 Jan 2022 — COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED