VIRTUAL PORTFOLIO STRATEGIST

What this means for you

This application is over — abandoned 21 Jan 2021. 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

88631216

Mark type

Stylized text

Filed

25 Sept 2019

Abandoned

21 Jan 2021

Attorney of record

Richard Lavin

Goods and services

• Class 036 — Insurance and financial services: 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, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; 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, providing an investment option available for variable annuity and variable life insurance products; Financial services, namely, providing on-line stored value accounts in an electronic environment; Financial services, namely, wealth management services; Financial advice and consultancy services; Financial advisory and consultancy services; Financial advisory and consultancy services, namely, the creation of personalized strategies to achieve financial independence; Financial advisory and consultancy services, namely, constructing portfolios for clients; Financial analysis and research services; Financial counseling services, namely, helping others build a better working relationship with their money; Financial evaluation, tracking, analysis, forecasting, consultancy, advisory and research services relating to securities and other financial instruments; Financial information services provided on-line from a computer database or a global computer network, namely, providing information in the field of financial classification of companies and securities; Financial information and advisory services; Financial planning and investment advisory services; Financial portfolio analysis services; Financial research and information services; Financial retirement plan consulting services; Financial risk assessment services; Insurance and financial information and consultancy services; On-line financial planning services; Providing financial services with respect to securities and other financial instruments and products, namely, money management services; Providing financial assessment services to clients; Providing financial consultation services to clients; Providing financial information services to clients; Providing an internet website portal in the field of financial transaction and payment processing services; Strategic financial advisory services

Owner

• Pacific Financial Group, LLC, Newport Beach, CA, US

Prior registrations

• Registration 4978473

Prosecution history

• 01 Feb 2021 — ABANDONMENT NOTICE E-MAILED - FAILURE TO RESPOND
• 01 Feb 2021 — ABANDONMENT - FAILURE TO RESPOND OR LATE RESPONSE
• 20 Jul 2020 — NOTIFICATION OF FINAL REFUSAL EMAILED
• 20 Jul 2020 — FINAL REFUSAL E-MAILED
• 20 Jul 2020 — FINAL REFUSAL WRITTEN
• 09 Jun 2020 — TEAS/EMAIL CORRESPONDENCE ENTERED
• 08 Jun 2020 — CORRESPONDENCE RECEIVED IN LAW OFFICE
• 08 Jun 2020 — TEAS RESPONSE TO OFFICE ACTION RECEIVED
• 08 Jan 2020 — NOTIFICATION OF NON-FINAL ACTION E-MAILED
• 08 Jan 2020 — NON-FINAL ACTION E-MAILED
• 08 Jan 2020 — NON-FINAL ACTION WRITTEN
• 27 Dec 2019 — ASSIGNED TO EXAMINER
• 01 Oct 2019 — NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
• 28 Sept 2019 — NEW APPLICATION ENTERED