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Live / Registered — Registered (as of 24 May 2022)

What this means for you

Registered since 24 May 2022. The owner can stop confusingly similar uses in the classes it covers.

Record

Serial number
90425592
Registration number
6721371
Mark type
Stylized text
Filed
29 Dec 2020
Published for opposition
22 Feb 2022
Registered
24 May 2022

Goods and services

  • Class 036 — Insurance and financial services: Investment services, namely, asset acquisition, consultation, development and management services; Investment advisory services; Investment banking services in the field of Employee Stock Ownership Plans (ESOP); Investment risk assessment services; Annuity services, namely, account and investment administration; Annuity services, namely, account and investment administration and the investment and distribution of annuity funds; Brokerage services for capital investments; Brokerage services in the field of securities and commodities investing; Financial investment services, namely, administering the issuance, underwriting and distribution of securities; Financial investment brokerage 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, investment fund transfer and transaction 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, administration of transactions involving funds drawn from securities, stocks, funds, equities, bonds, cash, or other types of financial investments in retirement plans using a check or negotiable order of withdrawal over a global data network; Financial services, namely, administration of transactions involving funds drawn from securities, stocks, funds, equities, bonds, cash, or other types of financial investments in retirement plans using a credit or debit card over a global data network; Financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; Financial services, namely, operation and management of hedge funds, commodity pools and other collective investment vehicles, and trading for others of securities, options, futures, derivatives, debt instruments and commodities; Financial services, namely, providing an investment option available for variable annuity and variable life insurance products; 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 and investment services, namely, asset and investment acquisition, consultation, advisory and development; Financial planning and investment advisory services; Fund investment services featuring the trading of an account holder's securities according to previously established criteria in order to maintain a predetermined level of payments to the account holder; 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; Securities trading and investing services for others via the internet; Trust services, namely, investment and trust company services

Owner

Prosecution history

  • 24 May 2022 — NOTICE OF REGISTRATION CONFIRMATION EMAILED
  • 24 May 2022 — REGISTERED-PRINCIPAL REGISTER
  • 22 Feb 2022 — OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
  • 22 Feb 2022 — PUBLISHED FOR OPPOSITION
  • 02 Feb 2022 — NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
  • 14 Jan 2022 — APPROVED FOR PUB - PRINCIPAL REGISTER
  • 29 Dec 2021 — TEAS/EMAIL CORRESPONDENCE ENTERED
  • 29 Dec 2021 — CORRESPONDENCE RECEIVED IN LAW OFFICE
  • 29 Dec 2021 — ASSIGNED TO LIE
  • 26 Dec 2021 — TEAS RESPONSE TO OFFICE ACTION RECEIVED
  • 02 Jul 2021 — NOTIFICATION OF NON-FINAL ACTION E-MAILED
  • 02 Jul 2021 — NON-FINAL ACTION E-MAILED
  • 02 Jul 2021 — NON-FINAL ACTION WRITTEN
  • 28 Jun 2021 — ASSIGNED TO EXAMINER
  • 22 Mar 2021 — NEW APPLICATION OFFICE SUPPLIED DATA ENTERED

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