REM2
COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
07/11/2026
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Official data from USPTO
B SSB
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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
15
Latest update
07/11/2026
Trademark type
Combined
Nice classes
36
Filing date
12/07/2016
Registration date
07/11/2017
Expiration date
-
Complete case details
Structured fields from the responsible authority and the official record.
Status date
01/02/2024
Last transaction
07/11/2026
Responsible office
United States Patent and Trademark Office
Status code
702
Official register
Principal Register
First use anywhere
09/21/2001
First use in commerce
09/21/2001
Drawing code
3
Owner type
03
Owner location
Olney, MD, US
Examiner
FLETCHER, TRACY L
Law office
M60
Current location
TMO LAW OFFICE 115
Mark description
The mark consists of A STYLIZED, CAPITAL LETTER "B" THAT IS MADE UP OF THREE PARTS. THE THREE PARTS ALSO ABSTRACTLY CREATE THE CAPITAL LETTERS "SSB" WITHIN THE FORM OF THE "B". THE LINES OF THE MARK ARE CLEAN AND MODERN WITH SOME CURVED, ABSTRACT ELEMENTS TO CREATE THE "SSB" WITHIN THE OVERALL FORM OF THE "B".
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.
15 publications found
NA85
NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
01/02/2024
C15A
REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
01/02/2024
APRE
CASE ASSIGNED TO POST REGISTRATION PARALEGAL
01/02/2024
E815
TEAS SECTION 8 & 15 RECEIVED
07/09/2023
REM1
COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
07/11/2022
R.PR
REGISTERED-PRINCIPAL REGISTER
07/11/2017
NPUB
OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
04/25/2017
PUBO
PUBLISHED FOR OPPOSITION
04/25/2017
NONP
NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
04/05/2017
CNSA
APPROVED FOR PUB - PRINCIPAL REGISTER
03/10/2017
DOCK
ASSIGNED TO EXAMINER
03/10/2017
MDSM
NOTICE OF DESIGN SEARCH CODE E-MAILED
12/13/2016
NWOS
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
12/12/2016
NWAP
NEW APPLICATION ENTERED
12/10/2016
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