ASSET BASED PLANNING FEDERAL AND STATE TAXES INCOME-INVESTMENT-INHERITANCE TRUST ASSETS BUSINESS INTERESTS CASH AND CREDIT MANAGEMENT FIXED INCOME PORTFOLIO EQUITIES PORTFOLIO REAL ESTATE AND ALTERNAT - Trademark Details
Status: 630 - New Application - Record Initialized Not Assigned To Examiner
Serial Number
98146498
Word Mark
ASSET BASED PLANNING FEDERAL AND STATE TAXES INCOME-INVESTMENT-INHERITANCE TRUST ASSETS BUSINESS INTERESTS CASH AND CREDIT MANAGEMENT FIXED INCOME PORTFOLIO EQUITIES PORTFOLIO REAL ESTATE AND ALTERNAT
Status
630 - New Application - Record Initialized Not Assigned To Examiner
Status Date
2023-08-26
Filing Date
2023-08-23
Attorney Name
Statements
Indication of Colors claimed
Color is not claimed as a feature of the mark.
Description of Mark
The mark consists of a pie chart where there are 8 equal pieces to this chart labelled from far left going in a clockwise direction, "ANNUITY AND LIFE INSURANCE" ,"TRUST ASSETS" , "BUSINESS INTERESTS", "CASH AND CREDIT MANAGEMENT", "FIXED INCOME PORTFOLIO" , " EQUITIES PORTFOLIO" , "REAL ESTATE AND ALTERNATIVE INVESTMENTS", "RETIREMENT PLANS". At the bottom in the circle is "INCOME-INVESTMENT-INHERITANCE" and at the top is "FEDERAL AND STATE TAXES". At the very top is "ASSET BASED PLANNING".
Goods and Services
Financial planning and investment 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
2023-08-26
Primary Code
036
First Use Anywhere Date
2011-11-11
First Use In Commerce Date
2011-11-11
Current Trademark Owners
Party Name
Party Type
10 - Original Applicant
Legal Entity Type
03 - Corporation
Address
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Correspondences
Name
NICHOLAS T. SANTUCCI
Address
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Trademark Events
| Event Date | Event Description |
| 2023-08-26 | NEW APPLICATION ENTERED |
