B - Trademark Details
Status: 630 - New Application - Record Initialized Not Assigned To Examiner
Serial Number
97387933
Word Mark
B
Status
630 - New Application - Record Initialized Not Assigned To Examiner
Status Date
2022-05-03
Filing Date
2022-04-29
Attorney Name
Statements
Description of Mark
The mark consists of the stylized letter B offset on a square background.
Goods and Services
Business management consulting and advisory services in the fields of financial planning, investment and asset management, financial advisory services, and investment advisory services; business management consulting and advisory services provided to financial and investment advisors; online business directories featuring financial and investment advisors; marketing and marketing consulting services in the fields of financial planning, investment and asset management, financial advisory services, and investment advisory services; marketing and marketing consulting services provided to financial and investment advisors; and providing referrals in the field of financial and investment advisors
Goods and Services
Financial advisory and consultancy services; financial planning; investment and asset management; and providing financial, investment, annuity and insurance information
Goods and Services
Educational services, namely, providing training, webinars and other instruction in the fields of financial planning, investment and asset management, financial advisory services, investment advisory services, investment, and finance; and providing online nondownloadable videos in the fields of financial planning, investment and asset management, financial advisory services, investment advisory services, investment, and finance
Goods and Services
Providing online non-downloadable software permitting users to manage and access investments, manage and access client account information, and manage, store, access and communicate regarding financial, investment, regulatory compliance, marketing, educational, and other related information and documentation in the fields of financial planning, investment and asset management, financial advisory services, investment advisory services, investment, and finance; and Providing an online portal that permits users to manage and access investments, manage and access client account information, and manage, store and access and communicate regarding financial, investment, regulatory compliance, marketing, educational, and other related information and documentation in the fields of financial planning, investment and asset management, financial advisory services, investment advisory services, investment, and finance
Goods and Services
Regulatory compliance consulting in the fields of financial planning, investment and asset management, financial advisory services, investment advisory services, investment, and finance; and providing regulatory compliance information in the fields of financial planning, investment and asset management, financial advisory services, investment advisory services, investment, and finance
Classification Information
International Class
035 - Advertising; business management; business administration; office functions. - Advertising; business management; business administration; office functions.
US Class Codes
100, 101, 102
Class Status Code
6 - Active
Class Status Date
2022-05-03
Primary Code
035
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
2022-05-03
Primary Code
036
International Class
041 - Education; providing of training; entertainment; sporting and cultural activities. - Education; providing of training; entertainment; sporting and cultural activities.
US Class Codes
100, 101, 107
Class Status Code
6 - Active
Class Status Date
2022-05-03
Primary Code
041
International Class
042 - Scientific and technological services and research and design relating thereto; industrial analysis and research services; design and development of computer hardware and software; legal services. - Scientific and technological services and research and design relating thereto; industrial analysis and research services; design and development of computer hardware and software; legal services.
US Class Codes
100, 101
Class Status Code
6 - Active
Class Status Date
2022-05-03
Primary Code
042
International Class
045 - Personal and social services rendered by others to meet the needs of individuals; security services for the protection of property and individuals. - Personal and social services rendered by others to meet the needs of individuals; security services for the protection of property and individuals.
US Class Codes
100, 101
Class Status Code
6 - Active
Class Status Date
2022-05-03
Primary Code
045
Current Trademark Owners
Party Name
Party Type
10 - Original Applicant
Legal Entity Type
16 - Limited Liability Company
Address
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Correspondences
Name
MICHAEL D. FISHMAN
Address
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Trademark Events
| Event Date | Event Description |
| 2022-05-03 | NEW APPLICATION ENTERED IN TRAM |
