PORTFOLIO PAYCHECKS
Live / Registered — Registered (as of 08 Feb 2022)
What this means for you
Registered since 08 Feb 2022. The owner can stop confusingly similar uses in the classes it covers.
Record
- Serial number
- 88948256
- Registration number
- 6641255
- Mark type
- Stylized text
- Filed
- 04 Jun 2020
- Registered
- 08 Feb 2022
- Attorney of record
- Pollie Gautsch, Esq.
Goods and services
- Class 036 — Insurance and financial services: Financial services, namely, providing information to others in the fields of financial investments, stocks and bonds, real estate, insurance and financial planning; Financial services, namely, wealth management; financial analysis; cash management; Portfolio construction, being financial portfolio management; providing financial advice; insurance brokerage services; Investment management services; Financial planning for retirement; Individual retirement account services; mortgage lending services; mortgage brokerage services; Insurance administration services, namely, assisting others with adjusting insurance claims, assisting others with collecting insurance premiums; lease purchase financing services; investment selection advisory, namely, investment advice in the field of real estate investment trusts (REIT); brokerage services in the field of securities and various packaged financial products, namely, mutual funds, exchange-traded funds, closed-end funds, unit investment trusts, real estate investment trusts, general equities, variable insurance products and annuity products
Owner
- ClientCentric Advisors, LLC, Solana Beach, CA, US
- ClientCentric Advisors, LLC, Solana Beach, CA, US
Prior registrations
Prosecution history
- 08 Feb 2022 — REGISTERED-SUPPLEMENTAL REGISTER
- 03 Jan 2022 — LAW OFFICE PUBLICATION REVIEW COMPLETED
- 29 Dec 2021 — ASSIGNED TO LIE
- 27 Dec 2021 — APPROVED FOR REGISTRATION SUPPLEMENTAL REGISTER
- 13 Nov 2021 — TEAS/EMAIL CORRESPONDENCE ENTERED
- 12 Nov 2021 — CORRESPONDENCE RECEIVED IN LAW OFFICE
- 12 Nov 2021 — TEAS REQUEST FOR RECONSIDERATION RECEIVED
- 31 Aug 2021 — NOTIFICATION OF FINAL REFUSAL EMAILED
- 31 Aug 2021 — FINAL REFUSAL E-MAILED
- 31 Aug 2021 — FINAL REFUSAL WRITTEN
- 21 May 2021 — TEAS/EMAIL CORRESPONDENCE ENTERED
- 20 May 2021 — CORRESPONDENCE RECEIVED IN LAW OFFICE
- 20 May 2021 — TEAS RESPONSE TO OFFICE ACTION RECEIVED
- 17 May 2021 — NOTIFICATION OF NON-FINAL ACTION E-MAILED
- 17 May 2021 — NON-FINAL ACTION E-MAILED