PORTFOLIO PAYCHECKS
Dead / Abandoned — Abandoned — incomplete response (as of 03 Feb 2020)
What this means for you
This application is over — abandoned 13 Jan 2020. 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
- 87292205
- Mark type
- Stylized text
- Filed
- 06 Jan 2017
- Abandoned
- 13 Jan 2020
- Attorney of record
- Pollie Gautsch, Esq.
Goods and services
- Class 009 — Scientific and electric apparatus: Computer software for use by others in rendering financial services, namely, software for collecting, analyzing, organizing, storing, and transmitting data and information and providing customized advice in the fields of financial risk management, financial management, investment management, personalized financial planning and retirement planning; downloadable electronic publications in the nature of newsletters, reports, guides, charts, worksheets, forms, instructional materials, educational materials, presentations, bulletins, pamphlets, and booklets in the fields of investing, investment funds, exchange traded funds, investment advisory services, finance, mutual fund investment advisory services, investment management services and financial management services in the nature of pooled investment funds
- Class 036 — Insurance and financial services: Financial services, namely, providing information to others in the fields of financial investments, stocks and bonds, real estate, insurance and financial planning; Financial services, namely, wealth management; financial analysis; cash management; Portfolio construction, being financial portfolio management; providing financial advice; insurance brokerage services; Investment management services; Financial planning for retirement; Individual retirement account services; mortgage lending services; mortgage brokerage services; insurance administration services, namely, assisting others with adjusting insurance claims, assisting others with collecting insurance premiums; and lease purchase financing services; investment selection advisory, namely, investment advice in the field of real estate investment trusts (REIT); brokerage services in the field of securities and various packaged financial products, namely, mutual funds, exchange-traded funds, closed-end funds, unit investment trusts, real estate investment trusts, general equities, variable insurance products and annuity products
Owner
- ClientCentric Advisors, LLC, Rancho Santa Fe, CA, US
Prior registrations
Prosecution history
- 03 Feb 2020 — ABANDONMENT NOTICE MAILED - INCOMPLETE RESPONSE
- 03 Feb 2020 — ABANDONMENT - INCOMPLETE RESPONSE
- 14 Jan 2020 — TEAS/EMAIL CORRESPONDENCE ENTERED
- 14 Jan 2020 — CORRESPONDENCE RECEIVED IN LAW OFFICE
- 08 Jan 2020 — TEAS REQUEST FOR RECONSIDERATION RECEIVED
- 12 Jul 2019 — NOTIFICATION OF SUBSEQUENT FINAL EMAILED
- 12 Jul 2019 — SUBSEQUENT FINAL EMAILED
- 12 Jul 2019 — SUBSEQUENT FINAL REFUSAL WRITTEN
- 18 Jun 2019 — NOTICE OF ACCEPTANCE OF AMENDMENT TO ALLEGE USE E-MAILED
- 17 Jun 2019 — SUBSEQUENT FINAL REFUSAL WRITTEN
- 15 Jun 2019 — USE AMENDMENT ACCEPTED
- 23 May 2019 — TEAS/EMAIL CORRESPONDENCE ENTERED
- 22 May 2019 — CORRESPONDENCE RECEIVED IN LAW OFFICE
- 22 May 2019 — TEAS RESPONSE TO OFFICE ACTION RECEIVED
- 23 May 2019 — AMENDMENT TO USE PROCESSING COMPLETE