46 PEAKS INVESTMENT ADVISORY GROUP

Live / Registered — Registered (as of 14 Feb 2023)

What this means for you

Registered since 14 Feb 2023. The owner can stop confusingly similar uses in the classes it covers.

Record

Serial number
88786963
Registration number
6976542
Mark type
Stylized text
Filed
06 Feb 2020
Published for opposition
29 Nov 2022
Registered
14 Feb 2023

Goods and services

  • Class 036 — Insurance and financial services: Advice on finance during retirement; Advice relating to investments; Advisory services relating to mutual funds; Business, stock option and pension valuation services; Estate planning; Estate trust planning; Financial administration of retirement plans; Financial advice; Financial advice and consultancy services; Financial advice, namely, budget planning; 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, comprehensive personal wealth management; Financial affairs and monetary affairs, namely, financial information, management and analysis services; Financial analysis; Financial analysis and research services; Financial analysis, namely, compiling and analyzing statistics, data and other sources of information for financial purposes; Financial and investment services, namely, asset and investment acquisition, consultation, advisory and development; Financial asset management; Financial consultation; Financial consulting; Financial counseling services, namely, helping others build a better working relationship with their money; Financial evaluation for insurance purposes; Financial information and evaluations; Financial investment analysis and stock research; Financial management of employee pension plans; Financial planning; Financial planning and investment advisory services; Financial planning consultation; Financial planning for retirement; Financial planning services, namely, developing and managing charitable giving programs on behalf of wealthy individuals or families; Financial planning, namely, the creation of personalized strategies to achieve financial independence; Financial planning, namely, creating personalized strategies for achieving financial independence; Financial portfolio analysis services; Financial portfolio management; Financial research; Financial research and information services; Financial retirement plan consulting services; Financial services in the nature of an investment security; 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, estate settlement services; 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, wealth management services; Financial trust planning; Fund investment consultation; Individual retirement account services; Information, advisory, consultancy and research services relating to finance and investments; Insurance consultation; Insurance services, namely, insurance eligibility review and verification and consultation in the disability insurance industry; Insurance underwriting consultation; Investment advice; Investment advice in the fields of public securities, private investments, corporate and individual retirement plans, estate, charitable, and education planning; Investment advisory services; Investment consultation; Investment consultation in the fields of public securities, private investments, corporate and individual retirement plans, estate, charitable, and education planning; Investment management; Investment management in the fields of public securities, private investments, corporate and individual retirement plans, estate, charitable, and education planning; Investment of funds; Investment of funds for charitable purposes; Investment of funds for others in the fields of public securities, private investments, corporate and individual retirement plans, estate, charitable, and education planning; Investment risk assessment services; Management of portfolios comprising securities; Management of securities portfolios; Monitoring financial markets for investment purposes; Mutual fund investment; Mutual funds and capital investment; On-line financial planning services; Providing financial information; Providing financial services with respect to securities and other financial instruments and products, namely, providing financial market news and commentary; Providing financial services with respect to securities and other financial instruments and products, namely, money management services; 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 information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement; Providing information and research in the field of finance and financial investments; Providing information in the field of employee financial benefit plans; Providing information in the field of employee financial benefit plans and administration of employee financial benefit plans for clients via the Internet; Providing information in the field of financial stock and equity markets; Providing information in the field of personal finance; Providing information, commentary and advice in the field of finance, financial investments and financial valuations; Providing investors with financial information; Public equity investment management; Research related to financial instruments; Trading in securities; Trust management accounts

Owner

Prosecution history

  • 14 Feb 2023 — NOTICE OF REGISTRATION CONFIRMATION EMAILED
  • 14 Feb 2023 — REGISTERED-PRINCIPAL REGISTER
  • 29 Nov 2022 — OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
  • 29 Nov 2022 — PUBLISHED FOR OPPOSITION
  • 09 Nov 2022 — NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
  • 24 Oct 2022 — APPROVED FOR PUB - PRINCIPAL REGISTER
  • 25 Apr 2022 — REPORT COMPLETED SUSPENSION CHECK CASE STILL SUSPENDED
  • 25 Oct 2021 — REPORT COMPLETED SUSPENSION CHECK CASE STILL SUSPENDED
  • 26 Apr 2021 — REPORT COMPLETED SUSPENSION CHECK CASE STILL SUSPENDED
  • 26 Oct 2020 — REPORT COMPLETED SUSPENSION CHECK CASE STILL SUSPENDED
  • 27 Apr 2020 — NOTIFICATION OF LETTER OF SUSPENSION E-MAILED
  • 27 Apr 2020 — LETTER OF SUSPENSION E-MAILED
  • 27 Apr 2020 — SUSPENSION LETTER WRITTEN
  • 27 Apr 2020 — EXAMINER'S AMENDMENT ENTERED
  • 27 Apr 2020 — NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED

View this trademark record on Marksy