FORWARD INVESTMENT SERVICES - Trademark Details
Status: 702 - Section 8 & 15-Accepted And Acknowledged
Image for trademark with serial number 86588355
Serial Number
86588355
Registration Number
4967408
Word Mark
FORWARD INVESTMENT SERVICES
Status
702 - Section 8 & 15-Accepted And Acknowledged
Status Date
2021-10-29
Filing Date
2015-04-06
Registration Number
4967408
Registration Date
2016-05-31
Mark Drawing
4000 - Standard character mark Typeset
Published for Opposition Date
2016-03-15
Attorney Name
Daniel E. Kattman
Law Office Assigned Location Code
L40
Employee Name
BLAIR, JASON PAUL
Statements
Disclaimer with Predetermined Text
"INVESTMENT SERVICES"
Goods and Services
individual retirement account services; employee retirement account services; personalized financial planning services; investment account services; trust services, namely, investment and trust company services; estate trust administration, management and financial planning services; individual, personal and corporate trust administration, management and financial planning services; fiduciary trust administration, management and financial planning services; employee benefits trust administration, management and financial planning services; administration and management of employee pension and profit sharing plans; administration and management of individual retirement accounts; investment consultation services in the fields of charitable foundations and endowments; foundation and endowment trust administration, management and financial planning services; trustee and custodial services; brokerage services in the fields of financial securities, stocks, bonds, money market funds, mutual funds, stock options, and indices of financial securities; investment services in the fields of financial securities, stocks, bonds, money market funds, mutual funds, stock options, and indices of financial securities; investment advice and management services in the fields of securities, stocks, bonds, money market funds, mutual funds, stock options, and indices of financial securities; investment services, namely, investment consultation services, investment advisory services, and investment management services; funds investment services; investing the funds of others; mutual fund investment services; establishing mutual funds and model financial portfolios for others; evaluating asset allocation, risk tolerance, financial alternative plans and investment time frames; providing information and analysis in the fields of finance, economics, investment, financial planning, and investment strategy; on-line trust services; providing information by on-line means and via a global computer network in the fields of finance, economics, investment, financial planning, and investment strategy
Classification Information
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
2015-04-14
Primary Code
036
First Use Anywhere Date
2007-00-00
First Use In Commerce Date
2007-00-00
Current Trademark Owners
Party Name
Forward Financial Bank
Party Type
30 - Original Registrant
Legal Entity Type
99 - Other (chartered bank).
Address
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Trademark Owner History
Party Name
Forward Financial Bank
Party Type
30 - Original Registrant
Legal Entity Type
99 - Other (chartered bank).
Address
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Party Name
Forward Financial Bank
Party Type
20 - Owner at Publication
Legal Entity Type
99 - Other (chartered bank).
Address
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Party Name
Forward Financial Bank
Party Type
10 - Original Applicant
Legal Entity Type
99
Address
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Correspondences
Name
Daniel E. Kattman
Address
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Trademark Events
Event DateEvent Description
2015-04-09NEW APPLICATION ENTERED IN TRAM
2015-04-14NEW APPLICATION OFFICE SUPPLIED DATA ENTERED IN TRAM
2015-07-14ASSIGNED TO EXAMINER
2015-07-25NON-FINAL ACTION WRITTEN
2015-07-25NON-FINAL ACTION E-MAILED
2015-07-25NOTIFICATION OF NON-FINAL ACTION E-MAILED
2016-01-25TEAS RESPONSE TO OFFICE ACTION RECEIVED
2016-01-25CORRESPONDENCE RECEIVED IN LAW OFFICE
2016-01-26TEAS/EMAIL CORRESPONDENCE ENTERED
2016-02-01APPROVED FOR PUB - PRINCIPAL REGISTER
2016-02-24NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
2016-03-15PUBLISHED FOR OPPOSITION
2016-03-15OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
2016-05-31REGISTERED-PRINCIPAL REGISTER
2021-05-31COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
2021-07-21TEAS SECTION 8 & 15 RECEIVED
2021-10-29CASE ASSIGNED TO POST REGISTRATION PARALEGAL
2021-10-29REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
2021-10-29NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED