FIDUCIAR(EASE)
Live / Registered — Registered (as of 04 Apr 2023)
What this means for you
Registered since 04 Apr 2023. The owner can stop confusingly similar uses in the classes it covers.
Record
- Serial number
- 97118835
- Registration number
- 7020539
- Mark type
- Stylized text
- Filed
- 10 Nov 2021
- Published for opposition
- 06 Dec 2022
- Registered
- 04 Apr 2023
- Attorney of record
- Jonathan Pearce
Goods and services
- Class 036 — Insurance and financial services: Capital investment; consultancy of capital investment; financial administration of retirement plans; financial administration of employee retirement plans employing a fiduciary evaluation system; financial advisory and consultancy services; financial analysis; financial consultation; financial consultation in the field of maintenance, recordkeeping, and fiduciary operations on behalf of businesses for their employees so as to comply with financial regulatory requirements; financial consulting; financial custody services, namely, maintaining possession of financial assets for others for financial management purposes; financial due diligence; financial information and advisory services; financial information processing; financial information provided by electronic means in the field of securities trading, investments, employee retirement plans; financial portfolio analysis services; financial retirement plan consulting services; financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; investment of funds; management of portfolios comprising securities; providing financial assessment services to fiduciaries and employers related to financial offerings on behalf of their employees; providing financial information services to fiduciaries and employers related to financial offerings on behalf of their employees; 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; providing investors with financial information
Owner
- 3(38) Investment Fiduciaries Inc., Westlake Village, CA, US
- 3(38) Investment Fiduciaries Inc., Westlake Village, CA, US
- 3(38) Investment Fiduciaries Inc., Westlake Village, CA, US
Prosecution history
- 04 Apr 2023 — NOTICE OF REGISTRATION CONFIRMATION EMAILED
- 04 Apr 2023 — REGISTERED-PRINCIPAL REGISTER
- 28 Feb 2023 — NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
- 27 Feb 2023 — ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
- 24 Feb 2023 — STATEMENT OF USE PROCESSING COMPLETE
- 01 Feb 2023 — USE AMENDMENT FILED
- 23 Feb 2023 — CASE ASSIGNED TO INTENT TO USE PARALEGAL
- 01 Feb 2023 — TEAS STATEMENT OF USE RECEIVED
- 31 Jan 2023 — NOA E-MAILED - SOU REQUIRED FROM APPLICANT
- 06 Dec 2022 — OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
- 06 Dec 2022 — PUBLISHED FOR OPPOSITION
- 16 Nov 2022 — NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
- 30 Oct 2022 — APPROVED FOR PUB - PRINCIPAL REGISTER
- 22 Aug 2022 — EXAMINER'S AMENDMENT ENTERED
- 22 Aug 2022 — NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED