CI PRIVATE WEALTH - Trademark Details
Status: 661 - Response After Non-Final Action - Entered
Image for trademark with serial number 90452525
Serial Number
90452525
Word Mark
CI PRIVATE WEALTH
Status
661 - Response After Non-Final Action - Entered
Status Date
2021-12-15
Filing Date
2021-01-07
Mark Drawing
3000 - Illustration: Drawing or design which also includes word(s)/ letter(s)/number(s) Typeset
Design Searches
260901 - Squares as carriers or squares as single or multiple line borders.
Attorney Name
Cynthia A. Moyer
Law Office Assigned Location Code
L50
Employee Name
GULIANO, ROBERT N
Statements
Disclaimer with Predetermined Text
"PRIVATE WEALTH"
Description of Mark
The mark consists of the letters CI in a box and to the left of the words PRIVATE WEALTH.
Goods and Services
Electronic publications stored on CD Rom, hard drive, flash drive, and pre-recorded audio and video discs and tapes in the nature of books, manuals, brochures and booklets all in the field of financial securities, investment and financial services
Goods and Services
printed publications, namely, books, manuals, brochures and booklets, all in the field of financial securities, investment and financial services
Goods and Services
Financial services including wealth management, namely, assisting clients with managing their financial affairs and assets; financial planning; financial wealth planning; investment advice; comprehensive life financial management services in the fields of investment management, cash management, debt management, insurance risk management, estate planning, and tax planning; financial management and distribution of pooled investment funds and segregated securities; financial services in the fields of investment, namely, securities investment, capital investment consultation, funds investment and financial planning; asset protection services, namely, financial risk assessment services in the nature of assessing a client's need for critical illness insurance, life insurance and property and casualty insurance; financial support services, namely, assisting clients with personal administrative matters such as bill payment and leasing of real property; Investment fund services, namely, retirement investment counseling, retirement investment portfolio financial management, dealing in, administration and distribution of principal-protected investment funds for retirement; investment portfolio financial management; investment counseling
Classification Information
International Class
009 - Scientific, nautical, surveying, electric, photographic, cinematographic, optical, weighing, measuring, signalling, checking (supervision), life-saving and teaching apparatus and instruments; apparatus for recording, transmission or reproduction of sound or images; magnetic data carriers, recording discs; automatic vending machines and mechanisms for coin-operated apparatus; cash registers, calculating machines, data processing equipment and computers; fire-extinguishing apparatus. - Scientific, nautical, surveying, electric, photographic, cinematographic, optical, weighing, measuring, signalling, checking (supervision), life-saving and teaching apparatus and instruments; apparatus for recording, transmission or reproduction of sound or images; magnetic data carriers, recording discs; automatic vending machines and mechanisms for coin-operated apparatus; cash registers, calculating machines, data processing equipment and computers; fire-extinguishing apparatus.
US Class Codes
021, 023, 026, 036, 038
Class Status Code
6 - Active
Class Status Date
2021-04-06
Primary Code
009
International Class
016 - Paper, cardboard and goods made from these materials, not included in other classes; printed matter; bookbinding material; photographs; stationery; adhesives for stationery or household purposes; artists' materials; paint brushes; typewriters and office requisites (except furniture); instructional and teaching material (except apparatus); plastic materials for packaging (not included in other classes); playing cards; printers' type; printing blocks. - Paper, cardboard and goods made from these materials, not included in other classes; printed matter; bookbinding material; photographs; stationery; adhesives for stationery or household purposes; artists' materials; paint brushes; typewriters and office requisites (except furniture); instructional and teaching material (except apparatus); plastic materials for packaging (not included in other classes); playing cards; printers' type; printing blocks.
US Class Codes
002, 005, 022, 023, 029, 037, 038, 050
Class Status Code
6 - Active
Class Status Date
2021-04-06
Primary Code
016
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
2021-04-06
Primary Code
036
Current Trademark Owners
Party Name
CI Investments Inc.
Party Type
10 - Original Applicant
Legal Entity Type
03 - Corporation
Address
Please log in with your Justia account to see this address.
Correspondences
Name
Cynthia A. Moyer
Address
Please log in with your Justia account to see this address.
Trademark Events
Event DateEvent Description
2021-01-11NEW APPLICATION ENTERED IN TRAM
2021-04-06NEW APPLICATION OFFICE SUPPLIED DATA ENTERED IN TRAM
2021-04-07NOTICE OF DESIGN SEARCH CODE E-MAILED
2021-07-16ASSIGNED TO EXAMINER
2021-07-21NON-FINAL ACTION WRITTEN
2021-07-21NON-FINAL ACTION E-MAILED
2021-07-21NOTIFICATION OF NON-FINAL ACTION E-MAILED
2021-12-14TEAS RESPONSE TO OFFICE ACTION RECEIVED
2021-12-14CORRESPONDENCE RECEIVED IN LAW OFFICE
2021-12-15TEAS/EMAIL CORRESPONDENCE ENTERED
2022-01-28ASSIGNED TO EXAMINER