YOUR STERLING FIDUCIARY

Live / Registered — Registered (as of 26 Nov 2024)

What this means for you

Registered since 26 Nov 2024. The owner can stop confusingly similar uses in the classes it covers.

Record

Serial number
97586470
Registration number
7580886
Mark type
Stylized text
Filed
11 Sept 2022
Published for opposition
04 Jul 2023
Registered
26 Nov 2024
Attorney of record
Jerome W. Hoffman

Goods and services

  • Class 036 — Insurance and financial services: Financial services, namely, advice relating to investments, asset management, cash management; financial analysis and consultation, financial planning consultation, financial portfolio management, financial research and financial risk management; providing on-line financial calculators; providing stock/securities market information; brokerage in the field of stocks, mutual funds and other securities; mutual fund investment and mutual fund distribution; consumer lending services; issuance and management of certificates backed by loan portfolios which are subsequently managed to insure the integrity of the certificates; investment fund transfer and transaction services; assisting others with the completion of financial transactions for stocks, bonds, securities and equities; a total portfolio offering for clients consisting of both separate accounts and mutual funds for equity and fixed income investments; financial trust operations; trust services, namely, investment and trust company services; insurance services, namely, underwriting, writing and brokerage of property, life and casualty insurance; investment management of and distribution of annuities; investment services, namely, asset acquisition, consultation, development and management services; Providing home equity lines of credit (HELOC); Processing of signature debit electronic transactions; Charge card and credit card payment processing services; Electronic debit card transaction processing; Online banking; Providing personal loans and lines of credit; Providing venture capital, development capital, private equity and investment funding; Financial and investment services, namely, asset and investment acquisition, consultation, advisory and development; Financial services, namely, operation and management of hedge funds, commodity pools and other collective investment vehicles, and trading for others of securities, options, futures, derivatives, debt instruments and commodities; Providing financial information regarding rating changes that affect financial portfolios via e-mail notification alerts; Banking services featuring the provision of certificates of deposit; Financing of loans; Securities brokerage services; Financial services, namely, broker/dealer services on securities exchanges and over-the-counter markets; Money wiring services; Financial evaluation, tracking, analysis, forecasting, consultancy, advisory and research services relating to securities and other financial instruments; Financial services, namely, business fundraising for others; Providing information in the field of personal finance; Financial investment analysis and stock research; 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; Securities underwriting; Financial services, namely, mortgage refinancing; Merchant banking services; Currency exchange services; Charitable fundraising services by means of motorcycling, bicycling, running and walking events; Banking and financing services; Financing relating to automobiles, aircrafts, and yachts; Charitable fundraising services by means of an entertainment event; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement; Charitable foundation services, namely, providing fundraising activities, supplemental funding, capital improvement funding, scholarships and financial assistance for programs and services of others; 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, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; Bill payment services provided through a website; Trustee services; On-line charitable fundraising; Financing and loan services; Stock exchange information services; Financial analysis, namely, compiling and analyzing statistics, data and other sources of information for financial purposes; Mortgage refinancing; Mutual fund analysis services; Financing loans for small businesses, car dealerships, medical practices; Financial management of employee pension plans; Financial trust planning; Real estate escrow services; Private equity consultant services; Charitable fundraising; Estate planning; Providing on-line news in the field of finance; Mutual fund planning services; Cryptocurrency exchange services; Providing financial information via a web site; Cryptocurrency payment processing; Cryptocurrency exchange services featuring blockchain technology

Owner

Prosecution history

  • 26 Nov 2024 — NOTICE OF REGISTRATION CONFIRMATION EMAILED
  • 26 Nov 2024 — REGISTERED-PRINCIPAL REGISTER
  • 05 Nov 2024 — NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
  • 05 Nov 2024 — ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
  • 04 Nov 2024 — TEAS/EMAIL CORRESPONDENCE ENTERED
  • 04 Nov 2024 — CORRESPONDENCE RECEIVED IN LAW OFFICE
  • 04 Nov 2024 — ASSIGNED TO LIE
  • 11 Aug 2024 — TEAS RESPONSE TO OFFICE ACTION RECEIVED
  • 13 May 2024 — APPLICATION EXTENSION GRANTED/RECEIPT PROVIDED
  • 13 May 2024 — APPLICATION EXTENSION TO RESPONSE PERIOD - RECEIVED
  • 13 Feb 2024 — NOTIFICATION OF NON-FINAL ACTION E-MAILED
  • 13 Feb 2024 — NON-FINAL ACTION E-MAILED
  • 13 Feb 2024 — SU - NON-FINAL ACTION - WRITTEN
  • 04 Feb 2024 — STATEMENT OF USE PROCESSING COMPLETE
  • 15 Jan 2024 — USE AMENDMENT FILED

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