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Official data from USPTO

E ENVISION FINANCIAL PARTNERS CULTIVATE CURIOSITY

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Active USPTO registrationType: CombinedOffice: United States

Quick snapshot

E ENVISION FINANCIAL PARTNERS CULTIVATE CURIOSITY

ST13

US500000098043228

Class

36

Filing

98043228

Registration

7511444

Risk and opportunity diagnosis

Executive reading for naming, filing, and monitoring decisions.

USPTO status

Active USPTO registration

Case type

Application and registration

Recorded events

19

Latest update

02/22/2025

Trademark type

Combined

Nice classes

36

Filing date

06/14/2023

Registration date

09/24/2024

Expiration date

-

Complete case details

Structured fields from the responsible authority and the official record.

Status date

09/24/2024

Last transaction

02/22/2025

Responsible office

United States Patent and Trademark Office

Status code

700

Official register

Principal Register

First use anywhere

07/15/2021

First use in commerce

04/06/2022

Drawing code

3

Owner type

16

Owner location

Greenwood Village, CO

Examiner

OH, HYUN-JUNG

Current location

FILE REPOSITORY (FRANCONIA)

Mark description

The mark consists of a broken circle with two curved blade shapes facing opposite of each other and extending respectively from the top-right and bottom-left portions of the interior of the circle, the circle being broken under the top-right portion, with the following wording to the right of the broken circle: "Envision" stacked above "FINANCIAL PARTNERS" stacked above "Cultivate Curiosity"; the broken circle appears as a stylized lower-case "e".

Holders and representatives

Holders

Bull Bear Bartz LLC

Representatives

Yiu F. Au AU LAW OFFICE, P.C.

Technical classification

Nice Classes

Class 36

Vienna Codes

No Vienna codes available.

Goods and services

Class 36

Estate trust management; Estate trust planning; Financial administration of retirement plans; Financial advice relating to income tax; Financial advice relating to tax; Financial advisory and consultancy servicesthe creation of personalized strategies to achieve financial independence; Financial analysis and consultation; Financial and investment servicesasset and investment acquisitionconsultationadvisory and development; Financial consultancy; Financial consultancy and insurance consultancy; Financial customs brokerage services; Financial investment brokerage; Financial investment brokerage services; Financial management; Financial portfolio management; Financial servicesinvestment adviceinvestment managementinvestment consultation and investment of funds for othersincluding private and public equity and debt investment services; Financial servicesproviding an investment option available for variable annuity and variable life insurance products; Financial serviceswealth management services; Financial trust planning; Financial advisory and consultancy services; Financial consultation; Financial consulting; Financial planning; Financial planning and investment advisory services; Financial planning consultation; Financial planning for retirement; Informationadvisoryconsultancy and financial research services relating to finance and investments; Insurance and financial information and consultancy services; On-line financial planning services; Providing informationcommentary and advice in the field of financefinancial investments and financial valuations; Real estate investment trust advisory services; Strategic financial advisory services

Publications

History of USPTO decisions and trademark events.

19 publications found

TCCA

TEAS CHANGE OF CORRESPONDENCE RECEIVED

02/18/2025

CHAN

APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED

02/18/2025

COAR

TEAS CHANGE OF OWNER ADDRESS RECEIVED

02/18/2025

NRCC

NOTICE OF REGISTRATION CONFIRMATION EMAILED

09/24/2024

R.PR

REGISTERED-PRINCIPAL REGISTER

09/24/2024

NPUB

OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED

07/09/2024

PUBO

PUBLISHED FOR OPPOSITION

07/09/2024

NONP

NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED

06/19/2024

CNSA

APPROVED FOR PUB - PRINCIPAL REGISTER

06/06/2024

TEME

TEAS/EMAIL CORRESPONDENCE ENTERED

06/04/2024

CRFA

CORRESPONDENCE RECEIVED IN LAW OFFICE

06/04/2024

TROA

TEAS RESPONSE TO OFFICE ACTION RECEIVED

06/04/2024

GNRN

NOTIFICATION OF NON-FINAL ACTION E-MAILED

03/06/2024

GNRT

NON-FINAL ACTION E-MAILED

03/06/2024

CNRT

NON-FINAL ACTION WRITTEN

03/06/2024

DOCK

ASSIGNED TO EXAMINER

03/04/2024

MDSC

NOTICE OF DESIGN SEARCH CODE E-MAILED

07/20/2023

NWOS

NEW APPLICATION OFFICE SUPPLIED DATA ENTERED

07/19/2023

NWAP

NEW APPLICATION ENTERED

06/17/2023

Continuous trademark protection

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