NRCC
NOTICE OF REGISTRATION CONFIRMATION EMAILED
04/04/2023
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Official data from USPTO
FIDUCIAR(EASE)
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Active USPTO registrationType: WordOffice: United States
Quick snapshot
FIDUCIAR(EASE)
ST13
US500000097118835Class
36
Filing
97118835
Registration
7020539
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
04/04/2023
Trademark type
Word
Nice classes
36
Filing date
11/10/2021
Registration date
04/04/2023
Expiration date
-
Complete case details
Structured fields from the responsible authority and the official record.
Status date
04/04/2023
Last transaction
04/04/2023
Responsible office
United States Patent and Trademark Office
Status code
700
Official register
Principal Register
Filing basis
Intent to use
First use anywhere
08/01/2021
First use in commerce
08/01/2021
Drawing code
4
Owner type
03
Owner location
Westlake Village, CA
Examiner
HAN, DAWN
Law office
L70
Current location
PUBLICATION AND ISSUE SECTION
Holders and representatives
Holders
3(38) Investment Fiduciaries Inc.
Representatives
Jonathan Pearce SOCAL IP LAW GROUP LLP
Technical classification
Nice Classes
Class 36
Vienna Codes
No Vienna codes available.
Goods and services
Class 36
Capital investment; consultancy of capital investment; financial administration of retirement plans; financial administration of employee retirement plans employing a fiduciary evaluation system; financial advisory and consultancy services; financial analysis; financial consultation; financial consultation in the field of maintenancerecordkeepingfiduciary operations on behalf of businesses for their employees so as to comply with financial regulatory requirements; financial consulting; financial custody servicesmaintaining possession of financial assets for others for financial management purposes; financial due diligence; financial information and advisory services; financial information processing; financial information provided by electronic means in the field of securities tradinginvestmentsemployee retirement plans; financial portfolio analysis services; financial retirement plan consulting services; financial servicescoordinationwithin a single accountof an investment portfolio's maintenancetradingrebalancingtax management needs; investment of funds; management of portfolios comprising securities; providing financial assessment services to fiduciaries and employers related to financial offerings on behalf of their employees; providing financial information services to fiduciaries and employers related to financial offerings on behalf of their employees; 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 investors with financial information
Publications
History of USPTO decisions and trademark events.
20 publications found
R.PR
REGISTERED-PRINCIPAL REGISTER
04/04/2023
SUNA
NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
02/28/2023
CNPR
ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
02/27/2023
SUPC
STATEMENT OF USE PROCESSING COMPLETE
02/24/2023
AITU
CASE ASSIGNED TO INTENT TO USE PARALEGAL
02/23/2023
IUAF
USE AMENDMENT FILED
02/01/2023
EISU
TEAS STATEMENT OF USE RECEIVED
02/01/2023
NOAM
NOA E-MAILED - SOU REQUIRED FROM APPLICANT
01/31/2023
NPUB
OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
12/06/2022
PUBO
PUBLISHED FOR OPPOSITION
12/06/2022
NONP
NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
11/16/2022
CNSA
APPROVED FOR PUB - PRINCIPAL REGISTER
10/30/2022
XAEC
EXAMINER'S AMENDMENT ENTERED
08/22/2022
GNEN
NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
08/22/2022
GNEA
EXAMINERS AMENDMENT E-MAILED
08/22/2022
CNEA
EXAMINERS AMENDMENT -WRITTEN
08/22/2022
DOCK
ASSIGNED TO EXAMINER
08/21/2022
NWOS
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
11/18/2021
NWAP
NEW APPLICATION ENTERED
11/13/2021
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