FINANCIALLY SANE - Trademark Details
Status: 700 - Registered
Serial Number
86383664
Registration Number
4973871
Word Mark
FINANCIALLY SANE
Status
700 - Registered
Status Date
2016-06-07
Filing Date
2014-09-03
Registration Number
4973871
Registration Date
2016-06-07
Mark Drawing
4000 - Standard character mark
Typeset
Published for Opposition Date
2015-08-11
Law Office Assigned Location Code
L30
Employee Name
BORSUK, ESTHER A
Statements
Indication of Colors claimed
Color is not claimed as a feature of the mark.
Disclaimer with Predetermined Text
"FINANCIALLY"
Goods and Services
Financial bookkeeping for organizations, businesses, nonprofits through accounting software to assist in grant compliance, producing financial statements, budgets, financial projections, overall maintenance of operations; Financial bookkeeping for organizations, businesses, nonprofits via the Internet through accounting software to assist in grant compliance, producing financial statements budgets, financial projections, overall maintenance of operations; Financial records management; Financial statement preparation and analysis for businesses; Preparation of financial statements; Preparing financial reports for others; Analyzing and compiling data for measuring the performance of financial markets; Compiling financial, securities, stock exchange, trade and quote, index value and other financial market information for business purposes; Connecting buyers and sellers of financial assets; Estate management, namely, assistance in the gathering and organization of personal vital and financial records in conjunction with instructions for handling of such documents by others, including executors and attorneys, upon death or when otherwise necessary; Financial intermediary services, namely, facilitating the channeling of funds between lenders and borrowers by connecting those with a financial surplus with those having a financial deficit; Promoting the donation of blood and volunteer services and financial resources in the field of blood donations by means of arranging and conducting incentive reward programs; Providing financial indices based on selected groups of securities; Providing financial indices of select securities to enable consumers to evaluate investments and market trends in the securities market
Goods and Services
Assuming financial risk of others by entering into options and swaps; Charitable foundation services, namely, providing financial assistance for programs and services of others; Credit and financial consultation; Electronic financial trading services; Financial administration of stock exchange trading of shares and other financial securities in financial markets; Financial advice; Financial advice and consultancy services; Financial advice, namely, budget planning; Financial advisory and consultancy services; Financial analyses; Financial analysis and consultation; Financial and investment services, namely, asset and investment acquisition, consultation, advisory and development; 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 asset management; Financial investment brokerage; Financial investment brokerage services; Financial management; Financial planning; Financial planning consultation; Financial planning for retirement; Financial planning services, namely, developing and managing charitable giving programs on behalf of wealthy individuals or families; Financial portfolio analysis services; Financial portfolio management; Financial retirement plan consulting services; Financial risk management; Financial services in the nature of an investment security; 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, 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, 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, proprietary trading in commodities, securities, options, futures, equities and fixed income products in the United States and overseas market securities; Financial trust planning
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
2014-09-12
Primary Code
035
First Use Anywhere Date
2010-12-01
First Use In Commerce Date
2011-01-01
Current Trademark Owners
Party Name
Party Type
30 - Original Registrant
Legal Entity Type
16 - Limited Liability Company
Address
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Trademark Owner History
Party Name
Party Type
30 - Original Registrant
Legal Entity Type
16 - Limited Liability Company
Address
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Party Name
Party Type
20 - Owner at Publication
Legal Entity Type
16 - Limited Liability Company
Address
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Party Name
Party Type
10 - Original Applicant
Legal Entity Type
16 - Limited Liability Company
Address
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Correspondences
Name
REYNOLDS, ANGEL R
Address
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Trademark Events
Event Date | Event Description |
2014-09-06 | NEW APPLICATION ENTERED IN TRAM |
2014-09-12 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED IN TRAM |
2014-12-16 | ASSIGNED TO EXAMINER |
2014-12-17 | NON-FINAL ACTION WRITTEN |
2014-12-17 | NON-FINAL ACTION E-MAILED |
2014-12-17 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
2014-12-17 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
2014-12-17 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
2014-12-17 | TEAS/EMAIL CORRESPONDENCE ENTERED |
2015-01-06 | NON-FINAL ACTION WRITTEN |
2015-01-06 | NON-FINAL ACTION E-MAILED |
2015-01-06 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
2015-01-20 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
2015-01-29 | ASSIGNED TO LIE |
2015-02-05 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
2015-02-05 | TEAS/EMAIL CORRESPONDENCE ENTERED |
2015-02-19 | NON-FINAL ACTION WRITTEN |
2015-02-19 | NON-FINAL ACTION E-MAILED |
2015-02-19 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
2015-03-20 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
2015-03-25 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
2015-03-25 | TEAS/EMAIL CORRESPONDENCE ENTERED |
2015-04-15 | NON-FINAL ACTION WRITTEN |
2015-04-15 | NON-FINAL ACTION E-MAILED |
2015-04-15 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
2015-04-15 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
2015-04-15 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
2015-04-15 | TEAS/EMAIL CORRESPONDENCE ENTERED |
2015-05-01 | FINAL REFUSAL WRITTEN |
2015-05-01 | FINAL REFUSAL E-MAILED |
2015-05-01 | NOTIFICATION OF FINAL REFUSAL EMAILED |
2015-06-04 | TEAS REQUEST FOR RECONSIDERATION RECEIVED |
2015-06-11 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
2015-06-11 | TEAS/EMAIL CORRESPONDENCE ENTERED |
2015-07-02 | APPROVED FOR PUB - PRINCIPAL REGISTER |
2015-07-07 | LAW OFFICE PUBLICATION REVIEW COMPLETED |
2015-07-22 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
2015-08-11 | PUBLISHED FOR OPPOSITION |
2015-08-11 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
2015-10-06 | NOA E-MAILED - SOU REQUIRED FROM APPLICANT |
2016-03-21 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
2016-03-21 | TEAS STATEMENT OF USE RECEIVED |
2016-04-22 | CASE ASSIGNED TO INTENT TO USE PARALEGAL |
2016-03-21 | USE AMENDMENT FILED |
2016-04-22 | STATEMENT OF USE PROCESSING COMPLETE |
2016-05-02 | ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED |
2016-05-03 | NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED |
2016-06-07 | REGISTERED-PRINCIPAL REGISTER |
2021-06-07 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED |