PERPETUAL SUITABILITY

Live / Registered — Registered (as of 17 Aug 2021)

What this means for you

Registered since 17 Aug 2021. The owner can stop confusingly similar uses in the classes it covers.

Record

Serial number
88631282
Registration number
6456452
Mark type
Stylized text
Filed
25 Sept 2019
Published for opposition
11 Feb 2020
Registered
17 Aug 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, 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, providing surveillance of client accounts; Financial analysis and research services; 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 retirement plan consulting services; Financial risk assessment 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 financial professionals and financial institutions; Providing financial consultation services to financial professionals and financial institutions; Providing financial information services to financial professionals and financial institutions; Providing an internet website portal in the field of financial transaction and payment processing services; Strategic financial advisory services

Owner

Prosecution history

  • 17 Aug 2021 — REGISTERED-PRINCIPAL REGISTER
  • 15 Jul 2021 — NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
  • 14 Jul 2021 — ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
  • 04 Jun 2021 — TEAS/EMAIL CORRESPONDENCE ENTERED
  • 04 Jun 2021 — CORRESPONDENCE RECEIVED IN LAW OFFICE
  • 02 Jun 2021 — ASSIGNED TO LIE
  • 04 Mar 2021 — NOTICE OF REVIVAL - E-MAILED
  • 04 Mar 2021 — TEAS RESPONSE TO OFFICE ACTION RECEIVED
  • 04 Mar 2021 — PETITION TO REVIVE-GRANTED
  • 04 Mar 2021 — TEAS PETITION TO REVIVE RECEIVED
  • 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 NON-FINAL ACTION E-MAILED
  • 20 Jul 2020 — NON-FINAL ACTION E-MAILED
  • 20 Jul 2020 — SU - NON-FINAL ACTION - WRITTEN

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