FLI REPORT
Dead / Cancelled — Cancelled — Section 8 (as of 15 Mar 2024)
What this means for you
This registration has been cancelled; it no longer blocks anyone on its own. The name may be available, but check before relying on it — rights can also come from actual use, not only from the register.
Record
- Serial number
- 87198407
- Registration number
- 5274625
- Mark type
- Stylized text
- Filed
- 10 Oct 2016
- Published for opposition
- 13 Jun 2017
- Registered
- 29 Aug 2017
Goods and services
- Class 036 — Insurance and financial services: Credit and financial consultation; Financial advice; Financial advice and consultancy services; Financial advice, namely, budget planning; Financial advisory and consultancy services, namely, the creation of personalized strategies to achieve financial independence; Financial advisory and consultancy services, namely, creating personalized strategies for achieving financial independence; Financial advisory and consultancy services; Financial affairs and monetary affairs, namely, financial information, management and analysis services; Financial analyses; Financial analysis; Financial analysis and research services; Financial analysis and consultation; Financial analysis, namely, compiling and analyzing statistics, data and other sources of information for financial purposes; Financial and investment services, namely, asset and investment acquisition, consultation, advisory and development; Financial and investment services, namely, management and brokerage in the fields of stocks, bonds, options, commodities, futures and other securities, and the investment of funds of others; Financial asset management; Financial consultancy; Financial consultancy and insurance consultancy; Financial consultation; Financial consulting; Financial consulting services, namely, expert analysis in finance; Financial counseling services, namely, helping others build a better working relationship with their money; Financial due diligence; Financial evaluation, tracking, analysis, forecasting, consultancy, advisory and research services relating to securities and other financial instruments; Financial evaluation for insurance purposes; Financial forecasting; Financial information; Financial information and evaluations; Financial information and advisory services; Financial information provided by electronic means; Financial investment analysis and stock research; Financial loan consultation; Financial management; Financial planning; Financial planning and investment advisory services; Financial planning consultation; Financial planning for retirement; Financial planning services, namely, developing and managing charitable giving programs on behalf of wealthy individuals or families; Financial planning, namely, creating personalized strategies for achieving financial independence; Financial planning, namely, the creation of personalized strategies to achieve financial independence; Financial portfolio analysis services; Financial portfolio management; Financial research; Financial research and information services; Financial retirement plan consulting services; Financial risk assessment services; Financial risk management; Financial risk management consultation; Financial services, namely, wealth management services; Financial services, namely, providing an investment option available for variable annuity and variable life insurance products; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; Financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; Financial services, namely, mortgage planning; Financial trust planning; Insurance and financial information and consultancy services; Monitoring financial markets for investment purposes; On-line financial planning services; Providing financial services with respect to securities and other financial instruments and products, namely, money management services; Providing financial services with respect to securities and other financial instruments and products, namely, providing financial market news and commentary; Providing financial information; Providing financial information via a web site; Providing information in the field of financial stock and equity markets; Providing information and research in the field of finance and financial investments; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement; Providing information, commentary and advice in the field of finance, financial investments and financial valuations; Providing investors with financial information; Provision of financial information; Strategic financial advisory services
Owner
- PACIFIC CAPITAL WEALTH ADVISORS INC, Corona, CA, US
- PACIFIC CAPITAL WEALTH ADVISORS INC, Corona, CA, US
- PACIFIC CAPITAL WEALTH ADVISORS INC, Corona, CA, US
Prosecution history
- 15 Mar 2024 — CANCELLED SEC. 8 (6-YR)
- 29 Aug 2022 — COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
- 29 Aug 2017 — REGISTERED-PRINCIPAL REGISTER
- 13 Jun 2017 — OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
- 13 Jun 2017 — PUBLISHED FOR OPPOSITION
- 24 May 2017 — NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
- 10 May 2017 — TEAS CHANGE OF CORRESPONDENCE RECEIVED
- 04 May 2017 — APPROVED FOR PUB - PRINCIPAL REGISTER
- 04 May 2017 — EXAMINER'S AMENDMENT ENTERED
- 04 May 2017 — NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
- 04 May 2017 — EXAMINERS AMENDMENT E-MAILED
- 04 May 2017 — EXAMINERS AMENDMENT -WRITTEN
- 24 Jan 2017 — NOTIFICATION OF NON-FINAL ACTION E-MAILED
- 24 Jan 2017 — NON-FINAL ACTION E-MAILED
- 24 Jan 2017 — NON-FINAL ACTION WRITTEN