LUMEA FINANCIAL ADVISORS

Dead / Abandoned — Abandoned — no statement of use filed (as of 23 Dec 2019)

What this means for you

This application is over — abandoned 23 Dec 2019. The name may be available, but check before relying on it — rights can also come from actual use, not only from the register.

Record

Serial number
88136581
Mark type
Stylized text
Filed
28 Sept 2018
Published for opposition
26 Mar 2019
Abandoned
23 Dec 2019
Attorney of record
Cheryl P. Leb

Goods and services

  • Class 009 — Scientific and electric apparatus: Downloadable software for use in conducting financial and investment transactions and managing personal finances and investments; Mobile application for accessing and reviewing advice and information in the field of finance and investments; Downloadable software for tax planning and preparation and filing of tax return; Downloadable software in the nature of a mobile application for tax planning and preparation and filing of tax returns
  • Class 016 — Paper goods and printed matter: Printed materials, namely, marketing and educational printed reports in the fields of professional money management services, investment management services, investment account management services, financial planning for retirement, financial planning, estate planning, financial portfolio management, financial investment brokerage, securities brokerage, commodity brokerage, stock brokerage, insurance brokerage, and financial information; Printed financial services forms to financial services representatives
  • Class 035 — Advertising and business services: Providing online business information, namely, commission statements, quarterly reports, client account information and invoices to financial services representatives; providing an online website to business and individual customers that provides financial transaction data, account management, financial reporting, and financial records management data, and tax information
  • Class 036 — Insurance and financial services: Financial investment and insurance services, namely, insurance brokerage, investment advisory services, professional money management services, retirement financial and estate planning services, financial portfolio management, and security, commodity and stock brokerage services; Information, advisory, consultancy and research services relating to finance and investments; Providing financial assessment and planning services to individual investors; Investment portfolio analysis and management; Providing online financial management services, namely, tracking of financial transactions, expenses, income, and account balances, providing account balance information, and providing bill payment services and reminders
  • Class 041 — Education and entertainment services: Education services, namely, providing seminars, webinars, mentoring, classes and workshops in the field of investing, investments, investment management, insurance services, financial planning, financial portfolio management, estate planning, professional money management, financial investment brokerage, financial analysis; Educational services, namely, providing continuing professional education courses in the field of investing, investments, investment management, insurance services, financial planning, financial portfolio management, estate planning, professional money management, financial investment brokerage, financial analysis, business management, business development, marketing, promotion, sales, sales methods, leadership, customer relationship management and technology
  • Class 042 — Scientific and technological services: Providing a website featuring temporary use of online non-downloadable software for the creation, marketing and presentation of financial plans, for use by consumers and professional financial advisers, certified financial planners, and certified public accountants; Providing online non-downloadable software for creating reports identifying investment and planning opportunities for federal tax returns; Providing online non-downloadable software for assisting users in the preparation of common legal documents, namely, wills and estate planning documents; Providing online non-downloadable software for tax calculating and preparing and filing of tax returns; Software as a service (SAAS) services featuring software for use in conducting financial and investment transactions and managing personal finances and investments

Owner

Prosecution history

  • 23 Dec 2019 — ABANDONMENT NOTICE E-MAILED - NO USE STATEMENT FILED
  • 23 Dec 2019 — ABANDONMENT - NO USE STATEMENT FILED
  • 21 May 2019 — NOA E-MAILED - SOU REQUIRED FROM APPLICANT
  • 26 Mar 2019 — OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
  • 26 Mar 2019 — PUBLISHED FOR OPPOSITION
  • 06 Mar 2019 — NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
  • 12 Feb 2019 — WITHDRAWN FROM PUB - OG REVIEW QUERY
  • 26 Jan 2019 — LAW OFFICE PUBLICATION REVIEW COMPLETED
  • 25 Jan 2019 — ASSIGNED TO LIE
  • 11 Jan 2019 — APPROVED FOR PUB - PRINCIPAL REGISTER
  • 11 Jan 2019 — EXAMINER'S AMENDMENT ENTERED
  • 11 Jan 2019 — NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
  • 11 Jan 2019 — EXAMINERS AMENDMENT E-MAILED
  • 11 Jan 2019 — EXAMINERS AMENDMENT -WRITTEN
  • 10 Jan 2019 — ASSIGNED TO EXAMINER

View this trademark record on Marksy