DECADES OF GUIDANCE. GENERATIONS EMPOWERED.
Live / Registered — Registered (as of 24 Jan 2023)
What this means for you
Registered since 24 Jan 2023. The owner can stop confusingly similar uses in the classes it covers.
Record
- Serial number
- 97195082
- Registration number
- 6963307
- Mark type
- Stylized text
- Filed
- 29 Dec 2021
- Published for opposition
- 08 Nov 2022
- Registered
- 24 Jan 2023
- Attorney of record
- Karen Schuller Boardman
Goods and services
- Class 036 — Insurance and financial services: Financial advisory and consultancy services; Financial advisory and consultancy services, namely, the creation of personalized strategies to achieve financial independence; Financial analysis and research services; Financial consultancy and insurance consultancy; Financial counseling services, namely, helping others build a better working relationship with their money; Financial evaluation for insurance purposes; Financial planning and investment advisory services; Financial research and information services; Financial retirement plan consulting services; Financial risk assessment 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, investment fund transfer and transaction services; Financial services, namely, providing an investment option available for variable annuity and variable life insurance products; Financial services, namely, wealth management 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 consulting services, namely, expert analysis in finance; Financial investment analysis and stock research; Financial portfolio analysis services; Insurance and financial information and consultancy services; Insurance brokerage in the field of life, disability and long term care; Insurance information; Insurance information and consultancy; Insurance underwriting consultation; Life insurance brokerage; Providing financial assessment services to individuals, families, business owners, and businesses; Providing financial consultation services to individuals, families, business owners, and businesses; Providing financial information services to individuals, families, business owners, and businesses; Providing financial services with respect to securities and other financial instruments and products, namely, money management services; Providing information in insurance matters; Strategic financial advisory services; Strategic corporate financial advisory services
Owner
- Financial Synergistics Group, Inc., Tustin, CA, US
- Financial Synergistics Group, Inc., Tustin, CA, US
- Financial Synergistics Group, Inc., Tustin, CA, US
Prosecution history
- 01 Aug 2023 — TEAS CHANGE OF CORRESPONDENCE RECEIVED
- 01 Aug 2023 — ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
- 01 Aug 2023 — TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
- 24 Jan 2023 — NOTICE OF REGISTRATION CONFIRMATION EMAILED
- 24 Jan 2023 — REGISTERED-PRINCIPAL REGISTER
- 08 Nov 2022 — OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
- 08 Nov 2022 — PUBLISHED FOR OPPOSITION
- 19 Oct 2022 — NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
- 03 Oct 2022 — APPROVED FOR PUB - PRINCIPAL REGISTER
- 01 Oct 2022 — ASSIGNED TO EXAMINER
- 05 Jan 2022 — NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
- 01 Jan 2022 — NEW APPLICATION ENTERED