INDIVIDUAL SOLUTIONS FOR INDEPENDENT ADVISORS - Trademark Details
Status: 800 - Registered And Renewed
Image for trademark with serial number 78668504
Serial Number
78668504
Registration Number
3514096
Word Mark
INDIVIDUAL SOLUTIONS FOR INDEPENDENT ADVISORS
Status
800 - Registered And Renewed
Status Date
2018-05-08
Filing Date
2005-07-12
Registration Number
3514096
Registration Date
2008-10-07
Mark Drawing
4000 - Standard character mark Typeset
Published for Opposition Date
2007-07-31
Attorney Name
James B. Lake
Law Office Assigned Location Code
L20
Employee Name
GARTNER, JOHN M
Statements
Disclaimer with Predetermined Text
"INDIVIDUAL" AND "INDEPENDENT ADVISORS"
Goods and Services
Providing an on-line database featuring business information in the fields of attracting and retaining clients, conducting financial interviews and providing quality customer service; business networking
Goods and Services
Financial services, namely, clearing and custodial services for financial advisors in the nature of financial planning and investment in the field of securities, investment banking, asset management, and banking and financial and estate trust services
Goods and Services
Educational services, namely, providing mentoring to independent financial advisors in the fields of attracting and retaining clients, conducting financial interviews and providing quality customer service
Classification Information
International Class
035 - Advertising; business management; business administration; office functions. - Advertising; business management; business administration; office functions.
US Class Codes
100, 101, 102
Class Status Code
6 - Active
Class Status Date
2006-08-30
Primary Code
035
First Use Anywhere Date
2005-01-31
First Use In Commerce Date
2005-01-31
International Class
036 - Insurance; financial affairs; monetary affairs; real estate affairs. - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes
100, 101, 102
Class Status Code
6 - Active
Class Status Date
2005-07-18
Primary Code
036
First Use Anywhere Date
2005-01-31
First Use In Commerce Date
2005-01-31
International Class
041 - Education; providing of training; entertainment; sporting and cultural activities. - Education; providing of training; entertainment; sporting and cultural activities.
US Class Codes
100, 101, 107
Class Status Code
6 - Active
Class Status Date
2006-09-01
Primary Code
041
First Use Anywhere Date
2005-01-31
First Use In Commerce Date
2005-01-31
Current Trademark Owners
Party Name
Raymond James Financial, Inc.
Party Type
30 - Original Registrant
Legal Entity Type
03 - Corporation
Address
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Trademark Owner History
Party Name
Raymond James Financial, Inc.
Party Type
30 - Original Registrant
Legal Entity Type
03 - Corporation
Address
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Party Name
Raymond James Financial, Inc.
Party Type
20 - Owner at Publication
Legal Entity Type
03 - Corporation
Address
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Party Name
Raymond James Financial, Inc.
Party Type
10 - Original Applicant
Legal Entity Type
03 - Corporation
Address
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Correspondences
Name
James B. Lake
Address
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Trademark Events
Event DateEvent Description
2005-07-18NEW APPLICATION ENTERED IN TRAM
2006-02-01ASSIGNED TO EXAMINER
2006-02-15NON-FINAL ACTION WRITTEN
2006-02-15NON-FINAL ACTION MAILED
2006-08-15TEAS RESPONSE TO OFFICE ACTION RECEIVED
2006-08-22TEAS RESPONSE TO OFFICE ACTION RECEIVED
2006-08-15CORRESPONDENCE RECEIVED IN LAW OFFICE
2006-08-30TEAS/EMAIL CORRESPONDENCE ENTERED
2006-08-22CORRESPONDENCE RECEIVED IN LAW OFFICE
2006-09-01TEAS/EMAIL CORRESPONDENCE ENTERED
2006-10-03FINAL REFUSAL WRITTEN
2006-10-04FINAL REFUSAL MAILED
2006-10-18TEAS RESPONSE TO OFFICE ACTION RECEIVED
2006-10-18CORRESPONDENCE RECEIVED IN LAW OFFICE
2006-10-19TEAS/EMAIL CORRESPONDENCE ENTERED
2006-11-09ACTION CONTINUING FINAL - COMPLETED
2006-11-09ACTION DENYING REQ FOR RECON MAILED
2007-04-17TEAS RESPONSE TO OFFICE ACTION RECEIVED
2007-04-17CORRESPONDENCE RECEIVED IN LAW OFFICE
2007-04-18TEAS/EMAIL CORRESPONDENCE ENTERED
2007-04-20APPROVED FOR PUB - PRINCIPAL REGISTER
2007-05-10ASSIGNED TO LIE
2007-05-10LAW OFFICE PUBLICATION REVIEW COMPLETED
2007-07-11NOTICE OF PUBLICATION
2007-07-31PUBLISHED FOR OPPOSITION
2007-10-23NOA MAILED - SOU REQUIRED FROM APPLICANT
2007-12-10PAPER RECEIVED
2007-12-10USE AMENDMENT FILED
2008-01-18STATEMENT OF USE PROCESSING COMPLETE
2008-01-25SU - NON-FINAL ACTION - WRITTEN
2008-01-28NON-FINAL ACTION MAILED
2008-02-11TEAS EXTENSION RECEIVED
2008-02-11EXTENSION 1 FILED
2008-02-19EXTENSION 1 GRANTED
2008-07-28PAPER RECEIVED
2008-07-30CORRESPONDENCE RECEIVED IN LAW OFFICE
2008-07-30AMENDMENT FROM APPLICANT ENTERED
2008-07-28PAPER RECEIVED
2008-08-12CORRESPONDENCE RECEIVED IN LAW OFFICE
2008-08-12AMENDMENT FROM APPLICANT ENTERED
2008-08-29ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
2008-09-02LAW OFFICE REGISTRATION REVIEW COMPLETED
2008-10-07REGISTERED-PRINCIPAL REGISTER
2009-03-26TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
2009-03-26ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
2014-10-06TEAS SECTION 8 & 15 RECEIVED
2014-10-10CASE ASSIGNED TO POST REGISTRATION PARALEGAL
2014-10-10REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
2014-10-10NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
2015-06-08TEAS CHANGE OF CORRESPONDENCE RECEIVED
2017-10-07COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
2018-04-27TEAS SECTION 8 & 9 RECEIVED
2018-05-07CASE ASSIGNED TO POST REGISTRATION PARALEGAL
2018-05-08REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
2018-05-08REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
2018-05-08NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED