RONALD BLUE TRUST

Live / Registered — Registered — Section 8 accepted (as of 31 May 2025)

What this means for you

Registered since 26 Feb 2019. The owner can stop confusingly similar uses in the classes it covers.

Record

Serial number
87744466
Registration number
5683444
Mark type
Stylized text
Filed
05 Jan 2018
Published for opposition
11 Dec 2018
Registered
26 Feb 2019
Attorney of record
Samantha N. Skains-Menchaca

Goods and services

  • Class 035 — Advertising and business services: Business succession planning; business consulting services in the fields of succession planning, tax planning, business capitalization and business plan development; developing and managing the charitable giving programs of others; [tax preparation services;] business consulting and advisory services for institutions
  • Class 036 — Insurance and financial services: Financial services, namely, trust company services; professional fiduciary representative services; investment counseling; insurance consultation services; financial analysis, planning, consultation, and management services; estate planning; financial planning for retirement; investment management and consultation services; financial custody services, namely, maintaining possession of financial assets for others for financial management purposes; financial portfolio management; financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; bill payment services; consulting services in the field of monetary philanthropic and charitable giving; financial investment analysis; information, advisory, consultancy and research services relating to finance and investments; providing information and research in the field of finance and financial investments; investment banking services; institutional investment advisory services; institutional consulting services, namely, investment advisory services, investment advice in the field of retirement, and employee financial planning advisory services

Owner

Prior registrations

Prosecution history

  • 31 May 2025 — NOTICE OF ACCEPTANCE OF SEC. 8 - E-MAILED
  • 31 May 2025 — REGISTERED - SEC. 8 (6-YR) ACCEPTED
  • 31 May 2025 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
  • 24 Jan 2025 — TEAS SECTION 8 RECEIVED
  • 09 Oct 2024 — ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY
  • 02 Aug 2024 — AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
  • 25 Jun 2024 — TEAS CHANGE OF CORRESPONDENCE RECEIVED
  • 25 Jun 2024 — ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
  • 25 Jun 2024 — TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
  • 25 Jun 2024 — APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
  • 25 Jun 2024 — TEAS CHANGE OF OWNER ADDRESS RECEIVED
  • 26 Feb 2024 — COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
  • 22 Jun 2022 — AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
  • 13 Apr 2022 — ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY
  • 05 May 2021 — AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP

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