CSB INVESTMENT SERVICES

Live / Registered — Registered — Sections 8 & 15 accepted and acknowledged (as of 03 Jul 2023)

What this means for you

Registered since 09 Jan 2018. The owner can stop confusingly similar uses in the classes it covers.

Record

Serial number
87471206
Registration number
5374619
Mark type
Stylized text
Filed
01 Jun 2017
Published for opposition
24 Oct 2017
Registered
09 Jan 2018
Attorney of record
Kevin M. Gold, Esquire

Goods and services

  • Class 036 — Insurance and financial services: Financial advice; Financial advice and consultancy services; Financial affairs and monetary affairs, namely, financial information, management and analysis services; Financial analyses; Financial analysis; Financial analysis and consultation; Financial and investment services, namely, asset and investment acquisition, consultation, advisory and development; Financial asset management; Financial consultancy; Financial consultation; Financial consulting; Financial due diligence; Financial exchange; Financial forecasting; Financial information; Financial information and evaluations; Financial information processing; Financial information provided by electronic means in the field of investment; Financial investment analysis and stock research; Financial investment brokerage; Financial investment brokerage services; Financial investment services, namely, administering the issuance, underwriting and distribution of securities; Financial management; Financial management via the Internet; Financial planning; Financial planning and investment advisory services; Financial planning consultation; Financial portfolio analysis services; Financial portfolio management; Financial retirement plan consulting services; Financial risk assessment services; Financial services in the nature of an investment security; Financial services, namely, administration of transactions involving funds drawn from securities, stocks, funds, equities, bonds, cash, or other types of financial investments in retirement plans using a check or negotiable order of withdrawal over a global data network; Financial services, namely, administration of transactions involving funds drawn from securities, stocks, funds, equities, bonds, cash, or other types of financial investments in retirement plans using a credit or debit card over a global data network; Financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; 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, investment fund transfer and transaction services; Financial services, namely, wealth management services; Financial valuations; On-line financial planning services; Providing financial information; Providing financial services with respect to securities and other financial instruments and products, namely, trading of and investments in securities and financial instruments and products for others; Providing information and research in the field of finance and financial investments; Providing information, commentary and advice in the field of finance, financial investments and financial valuations; Provision of financial information; Strategic financial advisory services

Owner

Prosecution history

  • 03 Jul 2023 — NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
  • 03 Jul 2023 — REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
  • 03 Jul 2023 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
  • 09 Jan 2023 — TEAS SECTION 8 & 15 RECEIVED
  • 09 Jan 2023 — COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
  • 08 Dec 2020 — APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
  • 08 Dec 2020 — TEAS CHANGE OF CORRESPONDENCE RECEIVED
  • 08 Dec 2020 — ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
  • 08 Dec 2020 — TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
  • 08 Dec 2020 — TEAS CHANGE OF OWNER ADDRESS RECEIVED
  • 06 Apr 2020 — APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
  • 06 Apr 2020 — TEAS CHANGE OF CORRESPONDENCE RECEIVED
  • 06 Apr 2020 — ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
  • 06 Apr 2020 — TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
  • 06 Apr 2020 — TEAS CHANGE OF OWNER ADDRESS RECEIVED

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