STRONGBRIDGE WEALTH ADVISORS - Trademark Details
Status: 700 - Registered
Image for trademark with serial number 87558642
Serial Number
87558642
Registration Number
5547276
Word Mark
STRONGBRIDGE WEALTH ADVISORS
Status
700 - Registered
Status Date
2018-08-21
Filing Date
2017-08-07
Registration Number
5547276
Registration Date
2018-08-21
Mark Drawing
4000 - Standard character mark Typeset
Published for Opposition Date
2018-01-02
Attorney Name
Law Office Assigned Location Code
L80
Employee Name
HACK, ANDREA R
Statements
Disclaimer with Predetermined Text
"WEALTH ADVISORS"
Goods and Services
Financial advice; Financial advice, namely, budget planning; Financial advisory and consultancy services, namely, the creation of personalized strategies to achieve financial independence; Financial analysis; Financial and investment services, namely, asset and investment acquisition, consultation, advisory and development; Financial consulting; Financial consulting services in the field of planned giving for non-profit and charitable organizations; Financial information and advisory services; Financial investment services, namely, administering the issuance, underwriting and distribution of securities; Financial loan consultation; Financial planning; Financial planning and investment advisory services; Financial planning consultation; Financial planning for retirement; Financial planning, namely, planning for achieving a financial goal; Financial planning, namely, retirement planning; Financial planning, namely, planning for college savings; Financial planning, namely, taxation strategies for business owners; Financial planning, namely, estate planning strategies; Financial portfolio analysis services; Financial retirement plan consulting services; Financial risk assessment services; Financial securities exchange services; Financial services in the nature of an investment security; Financial services, namely, assisting others with the completion of financial transactions for stocks, bonds, securities and equities; Financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; Financial services, namely, estate settlement services; Financial services, namely, providing an investment option available for variable annuity and variable life insurance products; Financial services, namely, the trading of financial instruments, securities, shares, options and other derivative products; Financial services, namely, wealth management services; Insurance consulting in the field of life insurance; Mutual fund advisory services; Mutual fund analysis services; Mutual fund investment; Mutual fund planning services; Mutual funds and capital investment; Establishing mutual funds for others; Financial investment analysis and stock research; Insurance and financial information and consultancy services; Providing financial information; Providing financial services with respect to securities and other financial instruments and products, namely, money management services; Providing financial services with respect to securities and other financial instruments and products, namely, trading of and investments in securities and financial instruments and products for others; Providing information and research in the field of finance and financial investments; Providing information in the field of employee financial benefit plans; Providing information on trading options and on profiting from the time delay of options; Strategic financial advisory 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
2017-08-10
Primary Code
036
First Use Anywhere Date
2018-06-14
First Use In Commerce Date
2018-06-14
Current Trademark Owners
Party Name
Party Type
30 - Original Registrant
Address
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Trademark Owner History
Party Name
Party Type
30 - Original Registrant
Address
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Party Name
Party Type
20 - Owner at Publication
Address
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Party Name
Party Type
10 - Original Applicant
Address
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Correspondences
Name
JEFFREY WILLIAMS
Address
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Trademark Events
Event DateEvent Description
2017-08-10NEW APPLICATION ENTERED IN TRAM
2017-08-10NEW APPLICATION OFFICE SUPPLIED DATA ENTERED IN TRAM
2017-11-08ASSIGNED TO EXAMINER
2017-11-08EXAMINERS AMENDMENT -WRITTEN
2017-11-08EXAMINERS AMENDMENT E-MAILED
2017-11-08NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
2017-11-08EXAMINER'S AMENDMENT ENTERED
2017-11-08APPROVED FOR PUB - PRINCIPAL REGISTER
2017-11-22ASSIGNED TO LIE
2017-12-13NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
2018-01-02PUBLISHED FOR OPPOSITION
2018-01-02OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
2018-02-27NOA E-MAILED - SOU REQUIRED FROM APPLICANT
2018-06-15TEAS STATEMENT OF USE RECEIVED
2018-07-10CASE ASSIGNED TO INTENT TO USE PARALEGAL
2018-06-15USE AMENDMENT FILED
2018-07-10STATEMENT OF USE PROCESSING COMPLETE
2018-07-13ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
2018-07-14NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
2018-08-21REGISTERED-PRINCIPAL REGISTER