PERSONAL FINANCIAL SNAPSHOT

Live / Registered — Registered — Section 8 accepted (as of 02 Feb 2024)

What this means for you

Registered since 20 Nov 2018. The owner can stop confusingly similar uses in the classes it covers.

Record

Serial number
87613907
Registration number
5613835
Mark type
Stylized text
Filed
19 Sept 2017
Registered
20 Nov 2018
Attorney of record
Preston P. Frischknecht

Goods and services

  • Class 009 — Scientific and electric apparatus: Computer software for organizing, analyzing, and modeling financial assets and risk management for use by financial advisors

Owner

Prosecution history

  • 02 Feb 2024 — NOTICE OF ACCEPTANCE OF SEC. 8 - E-MAILED
  • 02 Feb 2024 — REGISTERED - SEC. 8 (6-YR) ACCEPTED
  • 02 Feb 2024 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
  • 27 Nov 2023 — TEAS SECTION 8 RECEIVED
  • 20 Nov 2023 — COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
  • 20 Nov 2018 — REGISTERED-SUPPLEMENTAL REGISTER
  • 18 Oct 2018 — LAW OFFICE PUBLICATION REVIEW COMPLETED
  • 15 Oct 2018 — ASSIGNED TO LIE
  • 28 Sept 2018 — NOTICE OF ACCEPTANCE OF AMENDMENT TO ALLEGE USE E-MAILED
  • 27 Sept 2018 — APPROVED FOR REGISTRATION SUPPLEMENTAL REGISTER
  • 27 Sept 2018 — USE AMENDMENT ACCEPTED
  • 26 Sept 2018 — EXAMINER'S AMENDMENT ENTERED
  • 26 Sept 2018 — NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
  • 26 Sept 2018 — EXAMINERS AMENDMENT E-MAILED
  • 26 Sept 2018 — EXAMINERS AMENDMENT -WRITTEN

View this trademark record on Marksy