NA89
NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
02/26/2024
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Official data from USPTO
W
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Active USPTO registrationType: CombinedOffice: 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
34
Latest update
02/26/2024
Trademark type
Combined
Nice classes
36
Filing date
06/15/2012
Registration date
09/03/2013
Expiration date
-
Complete case details
Structured fields from the responsible authority and the official record.
Status date
02/26/2024
Last transaction
02/26/2024
Responsible office
United States Patent and Trademark Office
Status code
800
Official register
Principal Register
Filing basis
Intent to use
First use anywhere
06/15/2012
First use in commerce
01/15/2013
Drawing code
3
Owner type
03
Owner location
Olney, MD
Examiner
SPRUILL, DARRYL
Law office
M30
Current location
GENERIC WEB UPDATE
Mark description
The mark consists of A STYLIZED LETTER "W" INSIDE OF A SHADED CIRCLE. THE "W" IS ORIENTED LEFT-OF-CENTER AND IS LIGHTLY SHADED IN A VARIABLE PATTERN. THE EFFECT IS AS IF THE LIGHT ON THE MARK IS COMING FROM THE LEFT, OR THE WEST.
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.
34 publications found
RNL1
REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
02/26/2024
89AG
REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
02/26/2024
APRE
CASE ASSIGNED TO POST REGISTRATION PARALEGAL
02/26/2024
E89R
TEAS SECTION 8 & 9 RECEIVED
09/05/2023
REM2
COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
09/03/2022
NA85
NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
05/18/2020
C15A
REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
05/18/2020
APRE
CASE ASSIGNED TO POST REGISTRATION PARALEGAL
05/11/2020
EROP
TEAS RESPONSE TO OFFICE ACTION-POST REG RECEIVED
02/28/2020
PR23
POST REGISTRATION ACTION MAILED - SEC. 8 & 15
08/30/2019
APRE
CASE ASSIGNED TO POST REGISTRATION PARALEGAL
08/28/2019
E815
TEAS SECTION 8 & 15 RECEIVED
08/15/2019
REM1
COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
09/03/2018
TCCA
TEAS CHANGE OF CORRESPONDENCE RECEIVED
02/23/2016
TCCA
TEAS CHANGE OF CORRESPONDENCE RECEIVED
10/07/2015
R.PR
REGISTERED-PRINCIPAL REGISTER
09/03/2013
SUNA
NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
08/02/2013
REGV
LAW OFFICE REGISTRATION REVIEW COMPLETED
08/01/2013
ALIE
ASSIGNED TO LIE
08/01/2013
CNPR
ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
07/17/2013
SUPC
STATEMENT OF USE PROCESSING COMPLETE
06/18/2013
AITU
CASE ASSIGNED TO INTENT TO USE PARALEGAL
06/17/2013
IUAF
USE AMENDMENT FILED
05/16/2013
EISU
TEAS STATEMENT OF USE RECEIVED
05/16/2013
NOAM
NOA E-MAILED - SOU REQUIRED FROM APPLICANT
01/08/2013
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
MDSM
NOTICE OF DESIGN SEARCH CODE 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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