"HELPING CLIENTS SIMPLIFY, MANAGE, PRESERVE AND TRANSFER THEIR WEALTH" - Trademark Details
Status: 700 - Registered
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 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
Thomas J. Romano
Address
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Trademark Events
Event Date | Event Description |
2015-06-30 | NEW APPLICATION ENTERED IN TRAM |
2015-07-04 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED IN TRAM |
2015-10-05 | ASSIGNED TO EXAMINER |
2015-10-05 | NON-FINAL ACTION WRITTEN |
2015-10-05 | NON-FINAL ACTION E-MAILED |
2015-10-05 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
2016-04-05 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
2016-04-05 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
2016-04-06 | TEAS/EMAIL CORRESPONDENCE ENTERED |
2016-04-07 | SUSPENSION LETTER WRITTEN |
2016-04-07 | LETTER OF SUSPENSION E-MAILED |
2016-04-07 | NOTIFICATION OF LETTER OF SUSPENSION E-MAILED |
2016-10-23 | ASSIGNED TO LIE |
2016-10-24 | REPORT COMPLETED SUSPENSION CHECK CASE STILL SUSPENDED |
2017-05-06 | ASSIGNED TO LIE |
2017-05-11 | REPORT COMPLETED SUSPENSION CHECK CASE STILL SUSPENDED |
2017-11-17 | REPORT COMPLETED SUSPENSION CHECK CASE STILL SUSPENDED |
2018-05-23 | REPORT COMPLETED SUSPENSION CHECK CASE STILL SUSPENDED |
2018-09-18 | TEAS RESPONSE TO SUSPENSION INQUIRY RECEIVED |
2018-09-24 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
2018-09-24 | TEAS/EMAIL CORRESPONDENCE ENTERED |
2018-09-25 | SUSPENSION LETTER WRITTEN |
2018-09-25 | LETTER OF SUSPENSION E-MAILED |
2018-09-25 | NOTIFICATION OF LETTER OF SUSPENSION E-MAILED |
2018-09-28 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
2018-10-10 | APPROVED FOR PUB - PRINCIPAL REGISTER |
2018-10-12 | LAW OFFICE PUBLICATION REVIEW COMPLETED |
2018-10-31 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
2018-11-20 | PUBLISHED FOR OPPOSITION |
2018-11-20 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
2019-01-18 | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
2019-01-18 | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |
2019-02-05 | REGISTERED-PRINCIPAL REGISTER |