TRICORD ADVISORS
Live / Registered — Registered (as of 01 Jun 2021)
What this means for you
Registered since 01 Jun 2021. The owner can stop confusingly similar uses in the classes it covers.
Record
- Serial number
- 90204572
- Registration number
- 6372060
- Mark type
- Stylized text
- Filed
- 23 Sept 2020
- Published for opposition
- 16 Mar 2021
- Registered
- 01 Jun 2021
- Attorney of record
- Jeremy Peter Green
Goods and services
- Class 036 — Insurance and financial services: Financial planning; Financial planning consultation; Financial planning for retirement; Financial trust planning; Investment management; Investment management in the fields of municipal bonds, securities, retirement, private and public equity.; Investment management of and distribution of variable annuities; Investment advice; Investment brokerage; Investment consultancy; Investment consultation; Investment of funds for others; Investment services, namely, asset acquisition, consultation, development and management services; Advice on finance during retirement; Financial investment brokerage; Financial management in the field of municipal bonds, securities, retirement, private and public equity.; Financial retirement plan consulting services; Financial administration of retirement plans; Financial administration of municipal bonds, securities, retirement, private and public equity.; Financial and investment services, namely, management and brokerage in the fields of stocks, bonds, options, commodities, futures and other securities, and the investment of funds of others; Financial planning and investment advisory services; Financial services in the nature of an investment security; 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, investment fund transfer and transaction services; Financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; Fund investment consultation; Investment advice in the fields of municipal bonds, securities, retirement, private and public equity.; Investment consultation in the fields of municipal bonds, securities, retirement, private and public equity.; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement
Owner
- TriCord Advisors, Inc., Riverside, CA, US
- TriCord Advisors, Inc., Riverside, CA, US
- TriCord Advisors, Inc., Riverside, CA, US
Prosecution history
- 01 Jun 2021 — REGISTERED-PRINCIPAL REGISTER
- 16 Mar 2021 — OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
- 16 Mar 2021 — PUBLISHED FOR OPPOSITION
- 24 Feb 2021 — NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
- 11 Feb 2021 — APPROVED FOR PUB - PRINCIPAL REGISTER
- 09 Feb 2021 — ASSIGNED TO EXAMINER
- 03 Nov 2020 — NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
- 26 Sept 2020 — NEW APPLICATION ENTERED