NA89
NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
08/15/2023
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Official data from USPTO
WFS
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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
22
Latest update
08/15/2023
Trademark type
Word
Nice classes
36
Filing date
06/15/2012
Registration date
01/29/2013
Expiration date
-
Complete case details
Structured fields from the responsible authority and the official record.
Status date
08/15/2023
Last transaction
08/15/2023
Responsible office
United States Patent and Trademark Office
Status code
800
Official register
Principal Register
First use anywhere
02/28/1982
First use in commerce
02/28/1982
Drawing code
4
Owner type
03
Owner location
Olney, MD, US
Examiner
SPRUILL, DARRYL M
Law office
M30
Current location
GENERIC WEB UPDATE
Holders and representatives
Holders
S. B. (pessoa física)
Representatives
Robert J. Kimmer Mei & Mark LLP
Technical classification
Nice Classes
Class 36
Vienna Codes
No Vienna codes available.
Goods and services
Class 36
Advice relating to investments; Brokerage services for capital investments; Capital investment consulting; Capital investment services; Commodity investment advice; Consultancy of capital investment; Consulting and information concerning insurance; Equity capital investment; Estate planning; Estate trust management; Estate trust planning; Financial administration of retirement plans; Financial advice; Financial advice and consultancy services; 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 asset management; Financial consultancy; Financial consultancy and insurance consultancy; Financial consultation; Financial custody servicesmaintaining possession of financial assets for others for financial management purposes; Financial information; Financial information and advisory services; Financial investment analysis and stock research; Financial investment brokerage; Financial investment brokerage services; Financial management; Financial planning; Financial planning and investment advisory services; Financial planning consultation; Financial planning for retirement; Financial planning servicesdeveloping and managing charitable giving programs on behalf of wealthy individuals or families; Financial planningcreating personalized strategies for achieving financial independence; Financial portfolio analysis services; Financial portfolio management; Financial research and equity research brokerage services; Financial research and information services; Financial risk management; Financial risk management consultation; Financial services in the nature of an investment security; 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 servicesassisting others with the completion of financial transactions for stocksbondssecurities and equities; Financial servicesbroker/dealer services on securities exchanges and over-the-counter markets; Financial servicescommodity trading and managed futures advisory and management services; 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 servicesproprietary trading in commoditiessecuritiesoptionsfuturesequities and fixed income products in the U.S. and overseas market securities; Financial servicesproviding an investment option available for variable annuity and variable life insurance products; Financial serviceswealth management services; Financial trust operations; Financial trust planning; Funds investment; Global investment research services; Insurance and financial information and consultancy services; Insurance consultancy; Insurance consultation; Insurance information; Insurance information and consultancy; Insurance premium rate computing; Insurance servicesproviding premium rate quotes via on-linetelephone and mail means; Investment advice; Investment advisory services; Investment banking services; Investment brokerage; Investment by electronic means; Investment consultancy; Investment consultation; Investment management; Investment management of and distribution of annuities; Investment management of and distribution of variable annuities; Investment of funds for others; Investment servicesasset acquisitionconsultationdevelopment and management services; Mutual fund investment; Mutual funds and capital investment; On-line financial planning services; Providing a web site featuring personal financial information and financial advice; Providing detailed information regarding available insurance products for commercial property and casualtyprofessional and personal lines; Providing financial information; Providing financial services with respect to securities and other financial instruments and productsmoney management services; 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 the field of financial stock and equity markets; Providing investors with financial information; Providing on-line information in the field of charitable monetary giving through financial and estate planning; Provision of a financial exchange for the trading of securitiesshares and options and other derivative products; Provision of financial information; Public equity investment management; Strategic financial advisory services; Trust management accounts; Trust servicesinvestment and trust company services
Publications
History of USPTO decisions and trademark events.
22 publications found
RNL1
REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
08/15/2023
89AG
REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
08/15/2023
APRE
CASE ASSIGNED TO POST REGISTRATION PARALEGAL
08/15/2023
E89R
TEAS SECTION 8 & 9 RECEIVED
01/27/2023
REM2
COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
01/29/2022
NA85
NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
02/22/2019
C15A
REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
02/22/2019
APRE
CASE ASSIGNED TO POST REGISTRATION PARALEGAL
02/22/2019
E815
TEAS SECTION 8 & 15 RECEIVED
01/17/2019
REM1
COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
01/29/2018
TCCA
TEAS CHANGE OF CORRESPONDENCE RECEIVED
02/23/2016
TCCA
TEAS CHANGE OF CORRESPONDENCE RECEIVED
10/07/2015
R.PR
REGISTERED-PRINCIPAL REGISTER
01/29/2013
NPUB
OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
11/13/2012
PUBO
PUBLISHED FOR OPPOSITION
11/13/2012
NONP
NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
10/24/2012
CNSA
APPROVED FOR PUB - PRINCIPAL REGISTER
09/29/2012
DOCK
ASSIGNED TO EXAMINER
09/29/2012
MPMK
NOTICE OF PSEUDO MARK MAILED
06/26/2012
NWOS
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
06/25/2012
NWAP
NEW APPLICATION ENTERED
06/19/2012
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