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Live / Registered — Registered (as of 04 Jan 2022)

What this means for you

Registered since 04 Jan 2022. The owner can stop confusingly similar uses in the classes it covers.

Record

Serial number
90532776
Registration number
6607402
Mark type
Stylized text
Filed
17 Feb 2021
Published for opposition
19 Oct 2021
Registered
04 Jan 2022
Attorney of record
Charles Wittmack

Goods and services

  • Class 036 — Insurance and financial 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, assisting others with the completion of financial transactions for stocks, bonds, securities and equities; Financial services, namely, commodity trading and managed futures advisory and management services; Financial services, namely, conducting a securities and derivatives exchange; 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, investment fund transfer and transaction services; Financial services, namely, savings programs for youths; Financial services, namely, the trading of financial instruments, securities, shares, options and other derivative products; Financial services, namely, wealth management services; Financial advice and consultancy services; Financial advisory and consultancy services; Financial advisory and consultancy services, namely, the creation of personalized strategies to achieve financial independence; Financial affairs and monetary affairs, namely, financial information, management and analysis services; Financial analysis and research services; 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 consulting services, namely, expert analysis in finance; Financial custody services, namely, maintaining possession of financial assets for others for financial management purposes; Financial evaluation, tracking, analysis, forecasting, consultancy, advisory and research services relating to securities and other financial instruments; Financial information and advisory services; Financial investment brokerage services; Financial planning and investment advisory services; Financial portfolio analysis services; Financial research and equity research brokerage services; Financial research and information services; Financial securities exchange services; Electronic financial trading services; Insurance and financial information and consultancy services; News reporting services in the field of financial news; On-line financial planning services; 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; Strategic financial advisory services; Strategic corporate financial advisory services

Owner

Prosecution history

  • 04 Jan 2022 — REGISTERED-PRINCIPAL REGISTER
  • 19 Oct 2021 — OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
  • 19 Oct 2021 — PUBLISHED FOR OPPOSITION
  • 29 Sept 2021 — NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
  • 14 Sept 2021 — APPROVED FOR PUB - PRINCIPAL REGISTER
  • 12 Sept 2021 — ASSIGNED TO EXAMINER
  • 19 May 2021 — NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
  • 20 Feb 2021 — NEW APPLICATION ENTERED

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