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Official data from USPTO

CSB INVESTMENT SERVICES

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Active USPTO registrationType: WordOffice: United States

Quick snapshot

CSB INVESTMENT SERVICES

ST13

US500000087471206

Class

36

Filing

87471206

Registration

5374619

Risk and opportunity diagnosis

Executive reading for naming, filing, and monitoring decisions.

USPTO status

Active USPTO registration

Case type

Application and registration

Recorded events

28

Latest update

07/03/2023

Trademark type

Word

Nice classes

36

Filing date

06/01/2017

Registration date

01/09/2018

Expiration date

-

Complete case details

Structured fields from the responsible authority and the official record.

Status date

07/03/2023

Last transaction

07/03/2023

Responsible office

United States Patent and Trademark Office

Status code

702

Official register

Principal Register

First use anywhere

03/01/2017

First use in commerce

03/01/2017

Drawing code

4

Owner type

99

Owner location

Orbisonia, PA

Examiner

ENGEL, MICHAEL

Law office

L70

Current location

TMEG LAW OFFICE 107

Holders and representatives

Holders

C. O. (pessoa física)

Representatives

Kevin M. Gold, Esquire PILLAR+AUGHT

Technical classification

Nice Classes

Class 36

Vienna Codes

No Vienna codes available.

Goods and services

Class 36

Financial advice; Financial advice and consultancy services; Financial affairs and monetary affairsfinancial informationmanagement and analysis services; Financial analyses; Financial analysis; Financial analysis and consultation; Financial and investment servicesasset and investment acquisitionconsultationadvisory and development; Financial asset management; Financial consultancy; Financial consultation; Financial consulting; Financial due diligence; Financial exchange; Financial forecasting; Financial information; Financial information and evaluations; Financial information processing; Financial information provided by electronic means in the field of investment; Financial investment analysis and stock research; Financial investment brokerage; Financial investment brokerage services; Financial investment servicesadministering the issuanceunderwriting and distribution of securities; Financial management; Financial management via the Internet; Financial planning; Financial planning and investment advisory services; Financial planning consultation; Financial portfolio analysis services; Financial portfolio management; Financial retirement plan consulting services; Financial risk assessment services; 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 servicescoordinationwithin a single accountof an investment portfolio's maintenancetradingrebalancingtax management needs; 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 serviceswealth management services; Financial valuations; On-line financial planning services; Providing financial information; 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 research in the field of finance and financial investments; Providing informationcommentary and advice in the field of financefinancial investments and financial valuations; Provision of financial information; Strategic financial advisory services

Publications

History of USPTO decisions and trademark events.

28 publications found

NA85

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

07/03/2023

C15A

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

07/03/2023

APRE

CASE ASSIGNED TO POST REGISTRATION PARALEGAL

07/03/2023

E815

TEAS SECTION 8 & 15 RECEIVED

01/09/2023

REM1

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

01/09/2023

CHAN

APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED

12/08/2020

TCCA

TEAS CHANGE OF CORRESPONDENCE RECEIVED

12/08/2020

ARAA

ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED

12/08/2020

REAP

TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED

12/08/2020

COAR

TEAS CHANGE OF OWNER ADDRESS RECEIVED

12/08/2020

CHAN

APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED

04/06/2020

TCCA

TEAS CHANGE OF CORRESPONDENCE RECEIVED

04/06/2020

ARAA

ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED

04/06/2020

REAP

TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED

04/06/2020

COAR

TEAS CHANGE OF OWNER ADDRESS RECEIVED

04/06/2020

R.PR

REGISTERED-PRINCIPAL REGISTER

01/09/2018

NPUB

OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED

10/24/2017

PUBO

PUBLISHED FOR OPPOSITION

10/24/2017

NONP

NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED

10/04/2017

CNSA

APPROVED FOR PUB - PRINCIPAL REGISTER

09/11/2017

XAEC

EXAMINER'S AMENDMENT ENTERED

09/10/2017

ALIE

ASSIGNED TO LIE

09/10/2017

GNEN

NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED

09/10/2017

GNEA

EXAMINERS AMENDMENT E-MAILED

09/10/2017

CNEA

EXAMINERS AMENDMENT -WRITTEN

09/10/2017

DOCK

ASSIGNED TO EXAMINER

08/31/2017

NWOS

NEW APPLICATION OFFICE SUPPLIED DATA ENTERED

06/08/2017

NWAP

NEW APPLICATION ENTERED

06/05/2017

Continuous trademark protection

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