MONOGRAPH

Live / Registered — Registered — Sections 8 & 15 accepted and acknowledged (as of 16 Nov 2024)

What this means for you

Registered since 19 Jun 2018. The owner can stop confusingly similar uses in the classes it covers.

Record

Serial number
87601308
Registration number
5495987
Mark type
Stylized text
Filed
08 Sept 2017
Published for opposition
03 Apr 2018
Registered
19 Jun 2018
Attorney of record
Michael S. Palmisciano

Goods and services

  • Class 035 — Advertising and business services: Aggregation and reporting of financial data
  • Class 036 — Insurance and financial services: Investment advisory and wealth planning services, namely, investment product analysis and selection, financial asset allocation, financial portfolio management and trading, financial investment research, cash flow analysis and management, insurance policy reviews, estate reviews in the nature of financial portfolio reviews, financial retirement plan and healthcare and insurance benefits analysis and coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs

Owner

Prosecution history

  • 16 Nov 2024 — NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
  • 16 Nov 2024 — REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
  • 14 Nov 2024 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
  • 29 May 2024 — TEAS SECTION 8 & 15 RECEIVED
  • 19 Jun 2023 — COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
  • 04 Oct 2021 — APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
  • 04 Oct 2021 — TEAS CHANGE OF CORRESPONDENCE RECEIVED
  • 04 Oct 2021 — TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS
  • 04 Oct 2021 — ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
  • 04 Oct 2021 — TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
  • 04 Oct 2021 — TEAS CHANGE OF OWNER ADDRESS RECEIVED
  • 19 Jun 2018 — REGISTERED-PRINCIPAL REGISTER
  • 03 Apr 2018 — OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
  • 03 Apr 2018 — PUBLISHED FOR OPPOSITION
  • 14 Mar 2018 — NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED

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