STRONGBRIDGE WEALTH ADVISORS - Trademark Details
Status: 700 - Registered
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
Legal Entity Type
01 - Individual
Address
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Trademark Owner History
Party Name
Party Type
30 - Original Registrant
Legal Entity Type
01 - Individual
Address
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Party Name
Party Type
20 - Owner at Publication
Legal Entity Type
01 - Individual
Address
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Party Name
Party Type
10 - Original Applicant
Legal Entity Type
01 - Individual
Address
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Correspondences
Name
JEFFREY WILLIAMS
Address
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Trademark Events
Event Date | Event Description |
2017-08-10 | NEW APPLICATION ENTERED IN TRAM |
2017-08-10 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED IN TRAM |
2017-11-08 | ASSIGNED TO EXAMINER |
2017-11-08 | EXAMINERS AMENDMENT -WRITTEN |
2017-11-08 | EXAMINERS AMENDMENT E-MAILED |
2017-11-08 | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED |
2017-11-08 | EXAMINER'S AMENDMENT ENTERED |
2017-11-08 | APPROVED FOR PUB - PRINCIPAL REGISTER |
2017-11-22 | ASSIGNED TO LIE |
2017-12-13 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
2018-01-02 | PUBLISHED FOR OPPOSITION |
2018-01-02 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
2018-02-27 | NOA E-MAILED - SOU REQUIRED FROM APPLICANT |
2018-06-15 | TEAS STATEMENT OF USE RECEIVED |
2018-07-10 | CASE ASSIGNED TO INTENT TO USE PARALEGAL |
2018-06-15 | USE AMENDMENT FILED |
2018-07-10 | STATEMENT OF USE PROCESSING COMPLETE |
2018-07-13 | ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED |
2018-07-14 | NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED |
2018-08-21 | REGISTERED-PRINCIPAL REGISTER |