"HELPING CLIENTS SIMPLIFY, MANAGE, PRESERVE AND TRANSFER THEIR WEALTH" - Trademark Details
Status: 700 - Registered
Image for trademark with serial number 86675873
Serial Number
86675873
Registration Number
5668021
Word Mark
"HELPING CLIENTS SIMPLIFY, MANAGE, PRESERVE AND TRANSFER THEIR WEALTH"
Status
700 - Registered
Status Date
2019-02-05
Filing Date
2015-06-26
Registration Number
5668021
Registration Date
2019-02-05
Mark Drawing
4000 - Standard character mark Typeset
Published for Opposition Date
2018-11-20
Attorney Name
Law Office Assigned Location Code
L90
Employee Name
SOBRAL, CHRISTINA
Statements
Goods and Services
Financial planning, financial planning for retirement, financial planning for the transfer of wealth, investment advisory services, wealth management services, financial wealth planning, investment management, financial asset management, and estate planning services
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
2015-07-04
Primary Code
036
First Use Anywhere Date
2013-11-00
First Use In Commerce Date
2013-11-00
Current Trademark Owners
Party Type
30 - Original Registrant
Address
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Trademark Owner History
Party Type
30 - Original Registrant
Address
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Party Type
20 - Owner at Publication
Address
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Party Type
10 - Original Applicant
Address
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Correspondences
Name
Thomas J. Romano
Address
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Trademark Events
Event DateEvent Description
2015-06-30NEW APPLICATION ENTERED IN TRAM
2015-07-04NEW APPLICATION OFFICE SUPPLIED DATA ENTERED IN TRAM
2015-10-05ASSIGNED TO EXAMINER
2015-10-05NON-FINAL ACTION WRITTEN
2015-10-05NON-FINAL ACTION E-MAILED
2015-10-05NOTIFICATION OF NON-FINAL ACTION E-MAILED
2016-04-05TEAS RESPONSE TO OFFICE ACTION RECEIVED
2016-04-05CORRESPONDENCE RECEIVED IN LAW OFFICE
2016-04-06TEAS/EMAIL CORRESPONDENCE ENTERED
2016-04-07SUSPENSION LETTER WRITTEN
2016-04-07LETTER OF SUSPENSION E-MAILED
2016-04-07NOTIFICATION OF LETTER OF SUSPENSION E-MAILED
2016-10-23ASSIGNED TO LIE
2016-10-24REPORT COMPLETED SUSPENSION CHECK CASE STILL SUSPENDED
2017-05-06ASSIGNED TO LIE
2017-05-11REPORT COMPLETED SUSPENSION CHECK CASE STILL SUSPENDED
2017-11-17REPORT COMPLETED SUSPENSION CHECK CASE STILL SUSPENDED
2018-05-23REPORT COMPLETED SUSPENSION CHECK CASE STILL SUSPENDED
2018-09-18TEAS RESPONSE TO SUSPENSION INQUIRY RECEIVED
2018-09-24CORRESPONDENCE RECEIVED IN LAW OFFICE
2018-09-24TEAS/EMAIL CORRESPONDENCE ENTERED
2018-09-25SUSPENSION LETTER WRITTEN
2018-09-25LETTER OF SUSPENSION E-MAILED
2018-09-25NOTIFICATION OF LETTER OF SUSPENSION E-MAILED
2018-09-28TEAS CHANGE OF CORRESPONDENCE RECEIVED
2018-10-10APPROVED FOR PUB - PRINCIPAL REGISTER
2018-10-12LAW OFFICE PUBLICATION REVIEW COMPLETED
2018-10-31NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
2018-11-20PUBLISHED FOR OPPOSITION
2018-11-20OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
2019-01-18TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
2019-01-18ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
2019-02-05REGISTERED-PRINCIPAL REGISTER