FINANCIAL LIFE INSPECTION

What this means for you

Registered since 25 Jul 2017. The owner can stop confusingly similar uses in the classes it covers.

Record

Serial number

87198427

Registration number

5252809

Mark type

Stylized text

Filed

10 Oct 2016

Registered

25 Jul 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; 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, 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

Prosecution history

• 06 Feb 2023 — NOTICE OF ACCEPTANCE OF SEC. 8 - E-MAILED
• 06 Feb 2023 — REGISTERED - SEC. 8 (6-YR) ACCEPTED
• 06 Feb 2023 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
• 25 Jul 2022 — TEAS SECTION 8 RECEIVED
• 25 Jul 2022 — COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
• 25 Jul 2017 — REGISTERED-SUPPLEMENTAL REGISTER
• 16 Jun 2017 — LAW OFFICE PUBLICATION REVIEW COMPLETED
• 07 Jun 2017 — ASSIGNED TO LIE
• 08 May 2017 — APPROVED FOR REGISTRATION SUPPLEMENTAL REGISTER
• 05 May 2017 — TEAS/EMAIL CORRESPONDENCE ENTERED
• 04 May 2017 — CORRESPONDENCE RECEIVED IN LAW OFFICE
• 04 May 2017 — TEAS RESPONSE TO OFFICE ACTION RECEIVED
• 04 May 2017 — TEAS CHANGE OF CORRESPONDENCE RECEIVED
• 24 Jan 2017 — NOTIFICATION OF NON-FINAL ACTION E-MAILED
• 24 Jan 2017 — NON-FINAL ACTION E-MAILED