EF

Live / Registered — Registered (as of 18 Feb 2020)

What this means for you

Registered since 18 Feb 2020. The owner can stop confusingly similar uses in the classes it covers.

Record

Serial number
88299335
Registration number
5992452
Mark type
Design + words
Filed
13 Feb 2019
Published for opposition
11 Jun 2019
Registered
18 Feb 2020
Attorney of record
Andrew G. Colombo

Goods and services

  • Class 009 — Scientific and electric apparatus: Downloadable newsletters in the field of business, finance, investment, and money management
  • Class 016 — Paper goods and printed matter: Printed materials, namely, newsletters, periodic reports, brochures, and customized investor reports regarding financial planning and education, business, finance, investment, money management, investment analysis, portfolio allocation and recommendations for selecting specific financial instruments; notepads; pens
  • Class 036 — Insurance and financial services: Financial consultancy services in the nature of financial advice, analysis, education, and guidance; investment advisory services; investment management, planning, and advice services; financial analysis and research services; investment management services featuring the management of an account holder's mutual fund investments to provide a periodic payment at a predetermined level to the account holder; providing information via a global computer network in the field of finance, business, money management, financial planning, and financial investments; financial services, namely, financial and retirement planning and guidance, financial investment analysis, portfolio allocation in the nature of financial portfolio analysis, financial research, and providing recommendations for selecting specific financial instruments in the nature of financial consultation; financial services offered via a global computer network, namely, financial planning, financial investment analysis, portfolio allocation in the nature of financial portfolio analysis, financial research, and providing recommendations for selecting specific financial instruments in the nature of financial consultation; financial planning services; financial investment for others in the fields of securities, mutual funds; financial retirement trust management services; asset administration; financial and investment services, namely, asset acquisition, asset utilization, and asset allocation services for others; fiduciary services
  • Class 041 — Education and entertainment services: Entertainment services in the nature of an ongoing program in the field of mutual funds, personal finance, and financial planning and advice, broadcast over radio, television, and the Internet; educational services, namely, conducting online classes, seminars, conferences, and workshops in the field of business, finance, investment, money management, and financial planning; online electronic newsletters delivered by email in the field of personal finance and financial planning; providing online non-downloadable newsletters in the field of business, finance, investment, and money management
  • Class 042 — Scientific and technological services: Interactive computer on-line services offered via a global computer network in the nature of an interactive website featuring technology that allows users to schedule a call with a financial advisor, upload and download documents, and manage investments in the fields of financial and retirement planning, investment analysis, portfolio allocation and recommendations for selecting specific financial instruments

Owner

Prosecution history

  • 18 Feb 2026 — TEAS SECTION 8 & 15 RECEIVED
  • 18 Feb 2025 — COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
  • 18 Feb 2020 — REGISTERED-PRINCIPAL REGISTER
  • 14 Jan 2020 — NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
  • 13 Jan 2020 — ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
  • 26 Dec 2019 — STATEMENT OF USE PROCESSING COMPLETE
  • 13 Dec 2019 — USE AMENDMENT FILED
  • 26 Dec 2019 — CASE ASSIGNED TO INTENT TO USE PARALEGAL
  • 13 Dec 2019 — TEAS STATEMENT OF USE RECEIVED
  • 06 Aug 2019 — NOA E-MAILED - SOU REQUIRED FROM APPLICANT
  • 11 Jun 2019 — OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
  • 11 Jun 2019 — PUBLISHED FOR OPPOSITION
  • 22 May 2019 — NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
  • 02 May 2019 — NOTICE OF DESIGN SEARCH CODE E-MAILED
  • 01 May 2019 — APPROVED FOR PUB - PRINCIPAL REGISTER

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