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Official data from USPTO

SWISS FINANCE INSTITUTE

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Active USPTO registrationType: WordOffice: United States

Quick snapshot

SWISS FINANCE INSTITUTE

ST13

US500000085688723

Class

36

Filing

85688723

Registration

4301404

Risk and opportunity diagnosis

Executive reading for naming, filing, and monitoring decisions.

USPTO status

Active USPTO registration

Case type

Application and registration

Recorded events

30

Latest update

12/02/2022

Trademark type

Word

Nice classes

36

Filing date

07/27/2012

Registration date

03/12/2013

Expiration date

-

Complete case details

Structured fields from the responsible authority and the official record.

Status date

11/07/2022

Last transaction

12/02/2022

Responsible office

United States Patent and Trademark Office

Status code

800

Official register

Principal Register

First use anywhere

08/01/2004

First use in commerce

08/01/2004

Drawing code

4

Owner type

99

Owner location

Verbier, CH

Examiner

HERMAN, RUSS

Law office

L10

Current location

GENERIC WEB UPDATE

Holders and representatives

Holders

Swiss Finance Education GmbH
Swiss Finance Education GmbH

Representatives

Elias Hantula

Technical classification

Nice Classes

Class 36

Vienna Codes

No Vienna codes available.

Goods and services

Class 36

Capital investment services; Corporate finance servicesconsultation in the field of asset sales; Corporate finance servicesconsultation in the field of capital structure; financial advisory and financial consultancy services in connection with financial engineeringfinancial modeling and financial structuring of investment instruments in the nature of securitiesoptionsfuturesderivativesdebt instruments and commodities; providing financial due diligence and wealth management for high net worth individuals; providing financial risk management for others; providing investment portfolio management; providing consultation in connection with public and private equity offerings; financial advisory and financial consultancy services in the fields of private bankingcorporate bankingcommercial bankinginvestment bankingmerchant bankingSwiss banking and offshore banking; financial advisory and wealth management services in connection with tax and insurance planning strategies; Financial affairs and monetary affairsfinancial informationmanagement and analysis services; Financial analysis and consultation; Financial analysis and research services; Financial asset management; Financial forecasting; Financial investment analysis and stock research; Financial management; Financial planning for retirement; Financial portfolio management; Financial risk management; Financial risk management consultation; Financial servicesoperation and management of hedge fundscommodity pools and other collective investment vehiclestrading for others of securitiesoptionsfuturesderivativesdebt instruments and commodities; Financial servicesproviding information in the fields of foreign currencycommoditiesfinancial derivativesinterest rate productsequities via the internet and intranet systems; Financial servicesthe trading of financial instrumentssecuritiessharesoptions and other derivative products; Financial serviceswealth management services; Financial trust planning; Hedge fund investment services; Providing a web site featuring non-downloadable instructional videos in the field of finance; 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 finance; Providing information in the field of personal finance

Publications

History of USPTO decisions and trademark events.

30 publications found

NA89

NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED

11/07/2022

RNL1

REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)

11/07/2022

89AG

REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED

11/07/2022

APRE

CASE ASSIGNED TO POST REGISTRATION PARALEGAL

11/07/2022

E89R

TEAS SECTION 8 & 9 RECEIVED

05/06/2022

REM2

COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED

03/12/2022

NA85

NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED

04/30/2018

C15A

REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.

04/30/2018

EROP

TEAS RESPONSE TO OFFICE ACTION-POST REG RECEIVED

04/11/2018

PR23

POST REGISTRATION ACTION MAILED - SEC. 8 & 15

03/20/2018

APRE

CASE ASSIGNED TO POST REGISTRATION PARALEGAL

03/20/2018

E815

TEAS SECTION 8 & 15 RECEIVED

03/12/2018

TCCA

TEAS CHANGE OF CORRESPONDENCE RECEIVED

03/12/2018

REM1

COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED

03/12/2018

R.PR

REGISTERED-PRINCIPAL REGISTER

03/12/2013

NPUB

OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED

12/25/2012

PUBO

PUBLISHED FOR OPPOSITION

12/25/2012

NONP

NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED

12/05/2012

PREV

LAW OFFICE PUBLICATION REVIEW COMPLETED

11/20/2012

ALIE

ASSIGNED TO LIE

11/19/2012

CNSA

APPROVED FOR PUB - PRINCIPAL REGISTER

11/01/2012

TEME

TEAS/EMAIL CORRESPONDENCE ENTERED

10/31/2012

CRFA

CORRESPONDENCE RECEIVED IN LAW OFFICE

10/31/2012

TROA

TEAS RESPONSE TO OFFICE ACTION RECEIVED

10/31/2012

GNRN

NOTIFICATION OF NON-FINAL ACTION E-MAILED

10/31/2012

GNRT

NON-FINAL ACTION E-MAILED

10/31/2012

CNRT

NON-FINAL ACTION WRITTEN

10/31/2012

DOCK

ASSIGNED TO EXAMINER

10/30/2012

NWOS

NEW APPLICATION OFFICE SUPPLIED DATA ENTERED

08/06/2012

NWAP

NEW APPLICATION ENTERED

07/31/2012

Continuous trademark protection

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