OAKHEART FINANCIAL GROUP
Live / Registered — Registered — Section 8 accepted (as of 16 Jun 2025)
What this means for you
Registered since 26 Mar 2019. The owner can stop confusingly similar uses in the classes it covers.
Record
- Serial number
- 87756806
- Registration number
- 5707262
- Mark type
- Stylized text
- Filed
- 16 Jan 2018
- Published for opposition
- 08 Jan 2019
- Registered
- 26 Mar 2019
Goods and services
- Class 036 — Insurance and financial services: Brokerage in the field of stocks, mutual funds and other securities; Consumer lending services; Financial administration of retirement accounts, management services, IRA rollover and 401(k) rollover and enrollment; Financial analysis and consultation; Financial planning consultation; Financial research and information services; Financial risk management; Financial trust operations; Financial advisory and consultancy services, namely, IRA rollover and 401(k) rollover and enrollment; Financial advisory and consultancy services, namely, advice relating to investments, asset management and cash management; Financial services, namely, assisting others with the completion of financial transactions for stocks, bonds, securities and equities; Investment management of and distribution of annuities; Investment of funds for others; Mutual fund distribution; Mutual fund investment; Providing on-line financial calculators; Providing stock/securities market information; Trust services, namely, investment and trust company services; Financial portfolio management; Financial services, namely, wealth management services; Financial and investment services, namely, asset and investment acquisition, consultation, advisory and development; Financial services, namely, investment fund transfer and transaction services; Financial services, namely, issuance and management of certificates backed by loan portfolios which are subsequently managed to insure the integrity of the certificates; Financial services, namely, a total portfolio offering for high net worth clients consisting of both separate accounts and mutual funds for equity and fixed income investments
Owner
Prosecution history
- 16 Jun 2025 — NOTICE OF ACCEPTANCE OF SEC. 8 - E-MAILED
- 16 Jun 2025 — REGISTERED - SEC. 8 (6-YR) ACCEPTED
- 16 Jun 2025 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
- 06 Mar 2025 — TEAS SECTION 8 RECEIVED
- 29 Mar 2024 — TEAS CHANGE OF CORRESPONDENCE RECEIVED
- 29 Mar 2024 — ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
- 29 Mar 2024 — TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
- 29 Mar 2024 — APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
- 29 Mar 2024 — TEAS CHANGE OF OWNER ADDRESS RECEIVED
- 26 Mar 2024 — COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
- 26 Mar 2019 — REGISTERED-PRINCIPAL REGISTER
- 08 Jan 2019 — OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
- 08 Jan 2019 — PUBLISHED FOR OPPOSITION
- 19 Dec 2018 — NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
- 06 Dec 2018 — APPROVED FOR PUB - PRINCIPAL REGISTER