NA89
NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
08/21/2021
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Official data from USPTO
BELPOINTE
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Active USPTO registrationType: WordOffice: United States
Risk and opportunity diagnosis
Executive reading for naming, filing, and monitoring decisions.
USPTO status
Active USPTO registration
Case type
Application and registration
Recorded events
27
Latest update
08/21/2021
Trademark type
Word
Nice classes
36
Filing date
07/14/2011
Registration date
05/01/2012
Expiration date
-
Complete case details
Structured fields from the responsible authority and the official record.
Status date
08/21/2021
Last transaction
08/21/2021
Responsible office
United States Patent and Trademark Office
Status code
800
Official register
Principal Register
First use anywhere
01/17/2011
First use in commerce
01/17/2011
Drawing code
4
Owner type
01
Owner location
Greenwich, CT
Examiner
SMIGA,HOWARD
Law office
L20
Current location
GENERIC WEB UPDATE
Holders and representatives
Holders
Lacoff, Brandon E
Representatives
Lacoff, Brandon E
Technical classification
Nice Classes
Class 36
Vienna Codes
No Vienna codes available.
Goods and services
Class 36
Administration of employee benefit plans concerning insurance and finance; Administration of employee welfare benefit plans concerning insurance and finance; Advice relating to investments; Advising others concerning investments in intellectual property assets and intangible business assetsboth directly and indirectly through other entities; Advisory services in the field of employee benefits for group healthcare and business insurance offered to employees in addition to standard benefits such as medicaldentallife insurance including short term disabilitylong term disabilitycancer insuranceaccidental death and dismemberment; Advisory services relating to credit and debit controlinvestmentgrants and financing of loans; Annuity servicesaccount and investment administration; Annuity servicesaccount and investment administration and the investment and distribution of annuity funds; Appraisal and evaluation of real estate; Appraisals for insurance claims of real estate; Arranging of leases and rental agreements for real estate; Assessing insurance claims; Assessment and management of real estate; Brokerage in the field of life insuranceannuity underwriting and disability insurance; Brokerage services for capital investments; Brokerage services in the field of securities and commodities investing; Capital investment consulting; Capital investment services; Charitable foundation servicesproviding fundraising activities and investment management services to support medical education and research and procedures for those in need; Claims adjustment in the field of insurance; Classified real estate listings of apartment rentals and housing rentals; Commercial and residential real estate agency services; Commodity investment advice; Consultancy of capital investment; Consulting and information concerning insurance; Equity capital investment; Estate planning; Estate trust management; Estate trust planning; Evaluating real estate to assess feasibility for use as a property self-storage facility; Evaluation of real property; Financial and investment servicesasset and investment acquisitionconsultationadvisory and development; Financial and investment servicesmanagement and brokerage in the fields of stocksbondsoptionscommoditiesfutures and other securitiesthe investment of funds of others; Financial consultancy and insurance consultancy; Financial consulting in the field of real estate note brokerage; Financial due diligence services in the field of real estate; Financial investment analysis and stock research; Financial investment brokerage; Financial investment brokerage services; Financial investment in the field of real estatesecuritiesinsuranceprivate equity and venture capital; Financial investment servicesadministering the issuanceunderwriting and distribution of securities; Financial planning and investment advisory services; Financial services in the nature of an investment security; Financial servicesa total portfolio offering for high net worth clients consisting of both separate accounts and mutual funds for equity and fixed income investments; Financial servicesadministration of transactions involving funds drawn from securitiesstocksfundsequitiesbondscashother types of financial investments in retirement plans using a check or negotiable order of withdrawal over a global data network; Financial servicesadministration of transactions involving funds drawn from securitiesstocksfundsequitiesbondscashother types of financial investments in retirement plans using a credit or debit card over a global data network; Financial servicescoordinationwithin a single accountof an investment portfolio's maintenancetradingrebalancingtax management needs; Financial servicesestate settlement services; Financial servicesinvestment adviceinvestment managementinvestment consultation and investment of funds for othersincluding private and public equity and debt investment services; Financial servicesinvestment fund transfer and transaction services; Financial servicesissuance and management of certificates backed by loan portfolios which are subsequently managed to insure the integrity of the certificates; Financial serviceslife insurance settlement services; Financial servicesoperation and management of hedge fundscommodity pools and other collective investment vehiclestrading for others of securitiesoptionsfuturesderivativesdebt instruments and commodities; Financial servicesproviding an investment option available for variable annuity and variable life insurance products; Financial valuation of personal property and real estate; Financing of real estate development projects; Fund investment consultation; Fund investment services featuring securities offered according to previously established criteria in order to maintain a predetermined level of payments to the account holder; Fund investment services featuring the trading of an account holder's securities according to previously established criteria in order to maintain a predetermined level of payments to the account holder; Funds investment; Global investment research services; Hedge fund investment services; Housing servicesreal property acquisition and consumer financing to facilitate home ownership; Informationadvisoryconsultancy and research services relating to finance and investments; Insurance agencies; Insurance agency and brokerage; Insurance and financial information and consultancy services; Insurance brokerage; Insurance brokerage in the field of life insuranceannuity underwriting and disability insurance; Insurance brokerage services; Investment advice; Investment advisory services; Investment banking services; Investment banking services in the field of Employee Stock Ownership Plans (ESOP); Investment brokerage; Investment by electronic means; Investment clubs; Investment consultancy; Investment consultation; Investment management; Investment management of and distribution of annuities; Investment management of and distribution of variable annuities; Investment management services in the field of acquiring joint ventures; Investment of funds for others; Investment servicesasset acquisitionconsultationdevelopment and management services; Land acquisitionreal estate brokerage; Lease of real estate; Leasing of real estate; Leasing of real property; Leveraged buy outs and investments in financially distressed or under performing companies; Life insurance brokerage; Life insurance underwriting; Maintaining escrow accounts for investments; Management of a capital investment fund; Merchant banking and investment banking services; Mutual fund investment; Mutual funds and capital investment; Private equity fund investment services; Providing a database for trackingmonitoringgenerating reports on information and statistics about patient reimbursement and insurance coverage for pharmaceuticals and medical devices; Providing a website featuring educational information in the field of business insurance; Providing an Internet website portal offering information in the fields of real estate concerning the purchase and sale of new and resale homes and condos; Providing detailed information regarding available insurance products for commercial property and casualtyprofessional and personal lines; Providing financial services with respect to securities and other financial instruments and productstrading of and investments in securities and financial instruments and products for others; Providing information and advice in the field of financefinancial investmentsfinancial valuationsthe financial aspects of retirement; Providing information and research in the field of finance and financial investments; Providing information in insurance matters; Providing information in the field of real estate by means of linking the web site to other web sites featuring real estate information; Providing information in the field of real estate via the Internet; Providing real estate listings and real estate information via the Internet; Providing real estate listings via the Internet; Providing venture capitaldevelopment capitalprivate equity and investment funding; Public equity investment management; Real estate acquisition services; Real estate agencies; Real estate brokerage; Real estate consultancy; Real estate consultation; Real estate equity sharingmanaging and arranging for co-ownership of real estate; Real estate escrow services; Real estate financing services; Real estate funds investment services; Real estate insurance underwriting services; Real estate investment services; Real estate investment services in the nature of purchasing and selling of real estate for others; Real estate investment trust advisory services; Real estate investment trust management services; Real estate investment trust services; Real estate listing; Real estate listing services for housing rentals and apartment rentals; Real estate management consultation; Real estate management of vacation homes; Real estate management of residential and commercial; Real estate management services; Real estate multiple listing services; Real estate procurement for others; Real estate rental servicesrental of residential housing; Real estate servicerental property management; Real estate servicescondominium management services; Real estate servicesleasing and management for others of residential condominiums located within hotel developments; Real estate servicesproperty management services for condominium associationshomeowner associations and apartment buildings; Real estate servicesproviding online questions to help users determine the best neighborhoods and communities suited to their individual needs and preferences; Real estate servicesrental of short-term furnished apartments; Real estate servicesrental of vacation homes; Real estate servicesrental of vacation homescondominiumscabinsvillas using pay per click advertising on a global computer network; Real estate servicesrentalbrokerageleasing and management of commercial propertyoffices and office space; Real estate servicesvacation home rental management services; Real estate syndication; Real estate valuations; Residential real estate agency services; Securities trading and investing services for others via the internet; Transfer agencyservices rendered to issuers of investment securities; Trust servicesinvestment and trust company services
Publications
History of USPTO decisions and trademark events.
27 publications found
RNL1
REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
08/21/2021
89AG
REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
08/21/2021
APRE
CASE ASSIGNED TO POST REGISTRATION PARALEGAL
08/21/2021
E89R
TEAS SECTION 8 & 9 RECEIVED
05/01/2021
REM2
COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
05/01/2021
NA85
NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
07/03/2017
C15A
REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
07/03/2017
APRE
CASE ASSIGNED TO POST REGISTRATION PARALEGAL
06/28/2017
E815
TEAS SECTION 8 & 15 RECEIVED
05/02/2017
REM1
COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
05/01/2017
R.PR
REGISTERED-PRINCIPAL REGISTER
05/01/2012
NPUB
OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
02/14/2012
PUBO
PUBLISHED FOR OPPOSITION
02/14/2012
NONP
NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
01/25/2012
PREV
LAW OFFICE PUBLICATION REVIEW COMPLETED
01/12/2012
CNSA
APPROVED FOR PUB - PRINCIPAL REGISTER
01/12/2012
TEME
TEAS/EMAIL CORRESPONDENCE ENTERED
01/05/2012
CRFA
CORRESPONDENCE RECEIVED IN LAW OFFICE
01/05/2012
ALIE
ASSIGNED TO LIE
12/14/2011
TROA
TEAS RESPONSE TO OFFICE ACTION RECEIVED
12/07/2011
GNRN
NOTIFICATION OF NON-FINAL ACTION E-MAILED
11/03/2011
GNRT
NON-FINAL ACTION E-MAILED
11/03/2011
CNRT
NON-FINAL ACTION WRITTEN
11/03/2011
DOCK
ASSIGNED TO EXAMINER
11/03/2011
NWOS
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
07/19/2011
NWAP
NEW APPLICATION ENTERED
07/18/2011
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