GO PUBLIC WITH THE BUY-SIDE

Live / Registered — Registered (as of 24 Aug 2021)

What this means for you

Registered since 24 Aug 2021. The owner can stop confusingly similar uses in the classes it covers.

Record

Serial number
88690617
Registration number
6464314
Mark type
Stylized text
Filed
13 Nov 2019
Published for opposition
14 Apr 2020
Registered
24 Aug 2021
Attorney of record
Claudia W. Stangle

Goods and services

  • Class 036 — Insurance and financial services: Financial services, namely, investment advisory, investment management, financial asset management, financial portfolio management, investment brokerage, securities brokerage, investment consultation, wealth management, and financial planning services; all the aforesaid services also available via the Internet or a similar electronic network; financial and investment services, namely, investment advisory and investment management and brokerage of securities, hedge fund investment, private equity fund investment, wrap fee programs, namely, bundled investment management and brokerage services, financial services, namely, a total portfolio offering for high net worth clients consisting of separate accounts for equity and fixed income investments, variable annuity programs, namely, investment management of and distribution of annuities, stocks brokerage, bonds brokerage, commodities brokerage, financial derivatives brokerage and debt investment; financial services, namely, financial research, analysis, consultation, and information services; financial services, namely, investment fund transfer and transaction services; management and investment of funds and assets of others; capital investment services; financial services, namely, mutual fund advisory and investment management services, mutual fund distribution services, mutual fund underwriting and administration services, and variable annuities investment services; maintaining assets and securities for others in the nature of financial management, and confirming and tracking financial transactions for others; insurance investment services, namely, providing an investment option available for insurance-linked securities products; financial trust and estate planning and management services; financial planning for retirement; real estate investment and real estate investment trust advisory and management services

Owner

Prosecution history

  • 24 Aug 2021 — REGISTERED-PRINCIPAL REGISTER
  • 21 Jul 2021 — NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
  • 20 Jul 2021 — ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
  • 13 Jul 2021 — EXAMINER'S AMENDMENT ENTERED
  • 13 Jul 2021 — ASSIGNED TO LIE
  • 13 Jul 2021 — NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
  • 13 Jul 2021 — EXAMINERS AMENDMENT E-MAILED
  • 13 Jul 2021 — SU-EXAMINER'S AMENDMENT WRITTEN
  • 22 Jun 2021 — NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED
  • 21 Jun 2021 — STATEMENT OF USE PROCESSING COMPLETE
  • 07 Jun 2021 — USE AMENDMENT FILED
  • 21 Jun 2021 — SOU EXTENSION 2 GRANTED
  • 07 Jun 2021 — SOU EXTENSION 2 FILED
  • 14 Jun 2021 — CASE ASSIGNED TO INTENT TO USE PARALEGAL
  • 07 Jun 2021 — SOU TEAS EXTENSION RECEIVED

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