Serial 90842722

Live / Registered — Registered (as of 07 Mar 2023)

What this means for you

Registered since 07 Mar 2023. The owner can stop confusingly similar uses in the classes it covers.

Record

Serial number
90842722
Registration number
6994411
Mark type
Design / logo
Filed
22 Jul 2021
Published for opposition
20 Dec 2022
Registered
07 Mar 2023
Attorney of record
Michael E. Dockins

Goods and services

  • Class 036 — Insurance and financial services: Financial administration of retirement plans; Financial advice; Financial advisory and consultancy services; Financial affairs and monetary affairs, namely, financial information, management and analysis services; Financial consultation; Financial investment brokerage; Financial investment brokerage services; Financial planning; Financial planning and investment advisory services; Financial planning for retirement; Financial portfolio management; Financial retirement plan consulting services; Financial services, namely, assisting others with the completion of financial transactions for stocks, bonds, securities and equities; Financial services, namely, wealth management services; Investment consultancy; Investment consultation; Investment management; Investment services, namely, asset acquisition, consultation, development and management services; Management of portfolios of transferable securities; Management of securities portfolios; 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 services with respect to securities and other financial instruments and products, namely, money management services; Providing information in the field of employee financial benefit plans; Providing information in the field of employee financial benefit plans and administration of employee financial benefit plans for clients via the Internet; Strategic financial advisory services; Capital investment consulting; Consultancy services relating to insurance; Financial asset management; Financial portfolio analysis services; Financial services, namely, providing an investment option available for variable annuity and variable life insurance products; 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, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs

Owner

Prior registrations

Prosecution history

  • 07 Mar 2023 — NOTICE OF REGISTRATION CONFIRMATION EMAILED
  • 07 Mar 2023 — REGISTERED-PRINCIPAL REGISTER
  • 20 Dec 2022 — OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
  • 20 Dec 2022 — PUBLISHED FOR OPPOSITION
  • 30 Nov 2022 — NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
  • 15 Nov 2022 — APPROVED FOR PUB - PRINCIPAL REGISTER
  • 18 Oct 2022 — TEAS/EMAIL CORRESPONDENCE ENTERED
  • 18 Oct 2022 — CORRESPONDENCE RECEIVED IN LAW OFFICE
  • 18 Oct 2022 — TEAS RESPONSE TO OFFICE ACTION RECEIVED
  • 18 Apr 2022 — NOTIFICATION OF NON-FINAL ACTION E-MAILED
  • 18 Apr 2022 — NON-FINAL ACTION E-MAILED
  • 18 Apr 2022 — NON-FINAL ACTION WRITTEN
  • 18 Apr 2022 — ASSIGNED TO EXAMINER
  • 23 Sept 2021 — NOTICE OF DESIGN SEARCH CODE E-MAILED
  • 22 Sept 2021 — NEW APPLICATION OFFICE SUPPLIED DATA ENTERED

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