MAIN STREET VALUES. WALL STREET EXPERIENCE.

Live / Registered — Registered (as of 04 Aug 2020)

What this means for you

Registered since 04 Aug 2020. The owner can stop confusingly similar uses in the classes it covers.

Record

Serial number
88620420
Registration number
6116741
Mark type
Stylized text
Filed
17 Sept 2019
Published for opposition
19 May 2020
Registered
04 Aug 2020
Attorney of record
Kevin McNeely

Goods and services

  • Class 035 — Advertising and business services: Estate management, namely, assistance in the gathering and organization of personal vital and financial records in conjunction with instructions for handling of such documents by others, including executors and attorneys, upon death or when otherwise necessary
  • Class 036 — Insurance and financial services: Estate trust management; 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; Financial services, namely, estate settlement services; Financial services, namely, proprietary trading in commodities, securities, options, futures, equities and fixed income products in the United States and overseas market securities; Financial services, namely, wealth management services; Financial advice and consultancy services; Financial advisory and consultancy services; Financial consulting services in the field of planned giving for non-profit and charitable organizations; Financial custody services, namely, maintaining possession of financial assets for others for financial management purposes; Financial evaluation, tracking, analysis, forecasting, consultancy, advisory and research services relating to securities and other financial instruments; Financial information and advisory services; Financial planning services, namely, developing and managing charitable giving programs on behalf of wealthy individuals or families; Financial planning and investment advisory services; Financial portfolio analysis services; Investment management; Charitable foundation services, namely, providing financial assistance for programs and services of others; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; Financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; Providing financial services with respect to securities and other financial instruments and products, namely, trading of and investments in securities and financial instruments and products for others; Providing financial consultation services to credit union members; Real estate investment trust management services
  • Class 045 — Legal and security services: Conservatorship services, namely, managing the personal affairs or estate of a person who is deemed incapable due to reasons such as age or mental limitations

Owner

Prosecution history

  • 18 Aug 2025 — TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS
  • 18 Aug 2025 — TEAS CHANGE OF CORRESPONDENCE RECEIVED
  • 18 Aug 2025 — ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
  • 18 Aug 2025 — TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
  • 18 Aug 2025 — APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
  • 18 Aug 2025 — TEAS CHANGE OF OWNER ADDRESS RECEIVED
  • 04 Aug 2025 — COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
  • 03 Jul 2021 — TEAS CHANGE OF CORRESPONDENCE RECEIVED
  • 03 Jul 2021 — ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
  • 03 Jul 2021 — TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
  • 04 Aug 2020 — REGISTERED-PRINCIPAL REGISTER
  • 19 May 2020 — OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
  • 19 May 2020 — PUBLISHED FOR OPPOSITION
  • 29 Apr 2020 — NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
  • 13 Apr 2020 — ASSIGNED TO LIE

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