NRCC
NOTICE OF REGISTRATION CONFIRMATION EMAILED
02/14/2023
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Official data from USPTO
46 PEAKS INVESTMENT ADVISORY GROUP
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Active USPTO registrationType: WordOffice: United States
Quick snapshot
46 PEAKS INVESTMENT ADVISORY GROUP
ST13
US500000088786963Class
36
Filing
88786963
Registration
6976542
Risk and opportunity diagnosis
Executive reading for naming, filing, and monitoring decisions.
USPTO status
Active USPTO registration
Case type
Application and registration
Recorded events
20
Latest update
02/14/2023
Trademark type
Word
Nice classes
36
Filing date
02/06/2020
Registration date
02/14/2023
Expiration date
-
Complete case details
Structured fields from the responsible authority and the official record.
Status date
02/14/2023
Last transaction
02/14/2023
Responsible office
United States Patent and Trademark Office
Status code
700
Official register
Principal Register
First use anywhere
11/07/2019
First use in commerce
11/07/2019
Drawing code
4
Owner type
16
Owner location
Newtown, PA
Examiner
YI,CRYSTAL HAEIN
Law office
N50
Current location
PUBLICATION AND ISSUE SECTION
Holders and representatives
Holders
46 Peaks LLC
Representatives
46 PEAKS LLC
Technical classification
Nice Classes
Class 36
Vienna Codes
No Vienna codes available.
Goods and services
Class 36
Advice on finance during retirement; Advice relating to investments; Advisory services relating to mutual funds; Businessstock option and pension valuation services; Estate planning; Estate trust planning; Financial administration of retirement plans; Financial advice; Financial advice and consultancy services; Financial advicebudget planning; Financial advisory and consultancy services; Financial advisory and consultancy servicesthe creation of personalized strategies to achieve financial independence; Financial advisory and consultancy servicescomprehensive personal wealth management; Financial affairs and monetary affairsfinancial informationmanagement and analysis services; Financial analysis; Financial analysis and research services; Financial analysiscompiling and analyzing statisticsdata and other sources of information for financial purposes; Financial and investment servicesasset and investment acquisitionconsultationadvisory and development; Financial asset management; Financial consultation; Financial consulting; Financial counseling serviceshelping others build a better working relationship with their money; Financial evaluation for insurance purposes; Financial information and evaluations; Financial investment analysis and stock research; Financial management of employee pension plans; 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 planningthe creation of personalized strategies to achieve financial independence; Financial planningcreating personalized strategies for achieving financial independence; Financial portfolio analysis services; Financial portfolio management; Financial research; Financial research and information services; Financial retirement plan consulting services; Financial services in the nature of an investment security; Financial servicesa total portfolio offering for high net worth clients consisting of both separate accounts and mutual funds for equity and fixed income investments; 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 serviceswealth management services; Financial trust planning; Fund investment consultation; Individual retirement account services; Informationadvisoryconsultancy and research services relating to finance and investments; Insurance consultation; Insurance servicesinsurance eligibility review and verification and consultation in the disability insurance industry; Insurance underwriting consultation; Investment advice; Investment advice in the fields of public securitiesprivate investmentscorporate and individual retirement plansestatecharitableeducation planning; Investment advisory services; Investment consultation; Investment consultation in the fields of public securitiesprivate investmentscorporate and individual retirement plansestatecharitableeducation planning; Investment management; Investment management in the fields of public securitiesprivate investmentscorporate and individual retirement plansestatecharitableeducation planning; Investment of funds; Investment of funds for charitable purposes; Investment of funds for others in the fields of public securitiesprivate investmentscorporate and individual retirement plansestatecharitableeducation planning; Investment risk assessment services; Management of portfolios comprising securities; Management of securities portfolios; Monitoring financial markets for investment purposes; Mutual fund investment; Mutual funds and capital investment; On-line financial planning services; Providing financial information; Providing financial services with respect to securities and other financial instruments and productsproviding financial market news and commentary; 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 employee financial benefit plans; Providing information in the field of employee financial benefit plans and administration of employee financial benefit plans for clients via the Internet; Providing information in the field of financial stock and equity markets; Providing information in the field of personal finance; Providing informationcommentary and advice in the field of financefinancial investments and financial valuations; Providing investors with financial information; Public equity investment management; Research related to financial instruments; Trading in securities; Trust management accounts
Publications
History of USPTO decisions and trademark events.
20 publications found
R.PR
REGISTERED-PRINCIPAL REGISTER
02/14/2023
NPUB
OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
11/29/2022
PUBO
PUBLISHED FOR OPPOSITION
11/29/2022
NONP
NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
11/09/2022
CNSA
APPROVED FOR PUB - PRINCIPAL REGISTER
10/24/2022
RCSC
REPORT COMPLETED SUSPENSION CHECK CASE STILL SUSPENDED
04/25/2022
RCSC
REPORT COMPLETED SUSPENSION CHECK CASE STILL SUSPENDED
10/25/2021
RCSC
REPORT COMPLETED SUSPENSION CHECK CASE STILL SUSPENDED
04/26/2021
RCSC
REPORT COMPLETED SUSPENSION CHECK CASE STILL SUSPENDED
10/26/2020
GNS3
NOTIFICATION OF LETTER OF SUSPENSION E-MAILED
04/27/2020
GNSL
LETTER OF SUSPENSION E-MAILED
04/27/2020
CNSL
SUSPENSION LETTER WRITTEN
04/27/2020
XAEC
EXAMINER'S AMENDMENT ENTERED
04/27/2020
GNEN
NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
04/27/2020
GNEA
EXAMINERS AMENDMENT E-MAILED
04/27/2020
CNEA
EXAMINERS AMENDMENT -WRITTEN
04/27/2020
DOCK
ASSIGNED TO EXAMINER
04/27/2020
NWOS
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
02/10/2020
NWAP
NEW APPLICATION ENTERED
02/10/2020
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