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Live / Registered — Registered (as of 18 Mar 2025)

What this means for you

Registered since 18 Mar 2025. The owner can stop confusingly similar uses in the classes it covers.

Record

Serial number
98284379
Registration number
7727383
Mark type
Stylized text
Filed
24 Nov 2023
Published for opposition
28 Jan 2025
Registered
18 Mar 2025

Goods and services

  • Class 036 — Insurance and financial services: Financial transaction services, namely, providing secure commercial transactions and payment options; Financial transaction services, namely, providing secure commercial transactions and payment options using a mobile device at a point of sale; Financial consultation in the field of environmental management, namely, advising business and individuals on issues of portfolio planning and investment planning; Financial services, namely, administration of transactions involving funds drawn from securities, stocks, funds, equities, bonds, cash, or other types of financial investments in retirement plans using a check or negotiable order of withdrawal over a global data network; Financial services, namely, administration of transactions involving funds drawn from securities, stocks, funds, equities, bonds, cash, or other types of financial investments in retirement plans using a credit or debit card over a global data network; Financial services, namely, assisting others with the completion of financial transactions for stocks, bonds, securities and equities; Financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; Financial services, namely, investment fund transfer and transaction services; Financial services, namely, the trading of financial instruments, securities, shares, options and other derivative products; Hedge fund investment services; Clearing and reconciling financial transactions via a global computer network; Financial asset management; Financial custody services, namely, maintaining possession of financial assets for others for financial management purposes; Financial management in the field of investment portfolios; Financial planning services, namely, developing and managing charitable giving programs on behalf of wealthy individuals or families; Financial services, namely, wealth management 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, 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; Financial services, namely, raising money for the hedge funds of others; Investment services, namely, asset acquisition, consultation, development and management services; On-line trading of financial instruments, shares, options and other derivative products; Private placements of hedge funds, private equity funds, securities and derivatives for others; Providing financial risk management services for electronic funds transfer, credit and debit card and electronic check transactions via a global computer network; 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 an internet website portal in the field of financial transaction and payment processing services; Providing financial services with respect to securities and other financial instruments and products, namely, money management services; Providing information in the field of wealth management; Providing information in the field of wealth management for club members and employees

Owner

Prosecution history

  • 18 Mar 2025 — NOTICE OF REGISTRATION CONFIRMATION EMAILED
  • 18 Mar 2025 — REGISTERED-PRINCIPAL REGISTER
  • 28 Jan 2025 — OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
  • 28 Jan 2025 — PUBLISHED FOR OPPOSITION
  • 22 Jan 2025 — NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
  • 02 Jan 2025 — APPROVED FOR PUB - PRINCIPAL REGISTER
  • 05 Nov 2024 — TEAS/EMAIL CORRESPONDENCE ENTERED
  • 05 Nov 2024 — CORRESPONDENCE RECEIVED IN LAW OFFICE
  • 05 Nov 2024 — TEAS RESPONSE TO OFFICE ACTION RECEIVED
  • 05 Nov 2024 — NOTICE OF REVIVAL - E-MAILED
  • 05 Nov 2024 — PETITION TO REVIVE-GRANTED
  • 05 Nov 2024 — TEAS PETITION TO REVIVE RECEIVED
  • 15 Oct 2024 — ABANDONMENT NOTICE E-MAILED - FAILURE TO RESPOND
  • 15 Oct 2024 — ABANDONMENT - FAILURE TO RESPOND OR LATE RESPONSE
  • 01 Jul 2024 — NOTIFICATION OF NON-FINAL ACTION E-MAILED

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