NRCC
NOTICE OF REGISTRATION CONFIRMATION EMAILED
04/16/2024
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Official data from USPTO
KASZEK
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Active USPTO registrationType: WordOffice: 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
9
Latest update
04/16/2024
Trademark type
Word
Nice classes
36
Filing date
03/29/2023
Registration date
04/16/2024
Expiration date
-
Complete case details
Structured fields from the responsible authority and the official record.
Status date
04/16/2024
Last transaction
04/16/2024
Responsible office
United States Patent and Trademark Office
Status code
700
Official register
Principal Register
First use anywhere
03/12/2021
First use in commerce
03/12/2021
Drawing code
4
Owner type
99
Owner location
Montevideo, UY
Examiner
NEPTUNE, EVONNE MARIE
Law office
N90
Current location
PUBLICATION AND ISSUE SECTION
Holders and representatives
Holders
Kaszek Management S.A.
Representatives
ELIZABETH P. WEST BAY STATE IP, LLC
Technical classification
Nice Classes
Class 36
Vienna Codes
No Vienna codes available.
Goods and services
Class 36
Advice relating to investments; Annuity servicesaccount and investment administration; Annuity servicesaccount and investment administration and the investment and distribution of annuity funds; Brokerage services for capital investments; Brokerage services in the field of securities and commodities investing; Capital investment consulting; Capital investment services; Commodity investment advice; Credit and financial consultation; Electronic financial trading services; Equity capital investment; Financial administration of retirement plans; Financial administration of scholarship programs; Financial administration of stock exchange trading of shares and other financial securities in financial markets; Financial advice; Financial advice and consultancy services; Financial affairs and monetary affairsfinancial informationmanagement and analysis services; Financial analyses; Financial analysis and consultation; Financial analysis and research services; Financial and investment servicesasset and investment acquisitionconsultationadvisory and development; Financial asset management; Financial clearing houses; Financial consultancy; Financial consultation; Financial consultation in the field of environmental managementadvising business and individuals on issues of portfolio planning and investment planning; Financial consulting; Financial consulting servicesexpert analysis in finance; Financial counseling serviceshelping others build a better working relationship with their money; Financial information and advisory services; Financial information and evaluations; 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 planning for retirement; Financial planningdeveloping and managing charitable giving programs on behalf of wealthy individuals or families; Financial portfolio management; Financial research and equity research brokerage services; Financial securities exchange 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 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 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 servicesdealing in securities as a market maker and in trading commoditiessecuritiesoptionsfuturesequities and fixed income products in the United States and overseas market securities; 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 servicesoperation and management of hedge fundscommodity pools and other collective investment vehiclestrading for others of securitiesoptionsfuturesderivativesdebt instruments and commodities; Financial servicesproprietary trading in commoditiessecuritiesoptionsfuturesequities and fixed income products in the United States and overseas market securities; Financial servicesproviding an investment option available for variable annuity and variable life insurance products; Financial servicesthe trading of financial instrumentssecuritiessharesoptions and other derivative products; Financial serviceswealth management services; Fund investment consultation; Fund investment services featuring securities offered according to previously established criteria in order to maintain a predetermined level of payments to the account holder; Fund investment services featuring the trading of an account holder's securities according to previously established criteria in order to maintain a predetermined level of payments to the account holder; Funds investment; Global investment research services; Hedge fund investment services; Informationadvisoryconsultancy and financial research services relating to finance and investments; Insurance and financial information and consultancy services; Investment advice; Investment advisory 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; Management of a capital investment fund; Mutual fund investment; Mutual funds and capital investment; On-line financial planning services; On-line trading of financial instrumentssharesoptions and other derivative products; Organization of online stock exchanges for the benefit of the trade of stocks and other financial securities; Organization of stock exchanges for the benefit of the trade of stocks and other financial values; Private equity fund investment services; Providing a web site featuring personal financial information and financial advice; 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 financial stock and equity markets; Providing investors with financial information; Providing venture capitaldevelopment capitalprivate equity and investment funding; Provision of a financial exchange for the trading of securitiesshares and options and other derivative products; Provision of financial information; Provision of financial information relating to the finance industry involved in environmentally focused investments; Public equity investment management; Securities trading and investing services for others via the internet; Strategic corporate financial advisory services; Trust servicesinvestment and trust company services; Consultancy of capital investment; Strategic financial advisory services
Publications
History of USPTO decisions and trademark events.
9 publications found
R.PR
REGISTERED-PRINCIPAL REGISTER
04/16/2024
NPUB
OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
01/30/2024
PUBO
PUBLISHED FOR OPPOSITION
01/30/2024
NONP
NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
01/10/2024
CNSA
APPROVED FOR PUB - PRINCIPAL REGISTER
12/22/2023
DOCK
ASSIGNED TO EXAMINER
12/22/2023
NWOS
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
04/20/2023
NWAP
NEW APPLICATION ENTERED
04/01/2023
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