YOUR FINANCIAL CONCIERGE
Live / Registered — Registered (as of 01 Mar 2022)
What this means for you
Registered since 01 Mar 2022. The owner can stop confusingly similar uses in the classes it covers.
Record
- Serial number
- 90710002
- Registration number
- 6661685
- Mark type
- Stylized text
- Filed
- 13 May 2021
- Registered
- 01 Mar 2022
Goods and services
- Class 036 — Insurance and financial services: Financial services, namely, assisting others with the completion of financial transactions for stocks, bonds, securities and equities; Financial services, namely, providing an investment option available for variable annuity and variable life insurance 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 custody services, namely, maintaining possession of financial assets for others for financial management purposes; Financial information and advisory services; Financial investment brokerage services; Financial planning services, namely, developing and managing charitable giving programs on behalf of wealthy individuals or families; Financial portfolio analysis services; Financial retirement plan consulting services; Insurance and financial information and consultancy services; 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 financial information services to individuals, families and businesses; Strategic financial advisory services
Owner
- Morris, Julian B, Needham, MA, US
- Morris, Julian B, Needham, MA, US
Prosecution history
- 01 Mar 2022 — REGISTERED-SUPPLEMENTAL REGISTER
- 22 Jan 2022 — LAW OFFICE PUBLICATION REVIEW COMPLETED
- 20 Jan 2022 — ASSIGNED TO LIE
- 20 Jan 2022 — APPROVED FOR REGISTRATION SUPPLEMENTAL REGISTER
- 20 Jan 2022 — EXAMINER'S AMENDMENT ENTERED
- 20 Jan 2022 — NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
- 20 Jan 2022 — EXAMINERS AMENDMENT E-MAILED
- 20 Jan 2022 — EXAMINERS AMENDMENT -WRITTEN
- 20 Jan 2022 — ASSIGNED TO EXAMINER
- 12 Aug 2021 — NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
- 17 May 2021 — NEW APPLICATION ENTERED