TCCA
TEAS CHANGE OF CORRESPONDENCE RECEIVED
12/23/2022
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Official data from USPTO
V
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Active USPTO registrationType: CombinedOffice: US
Risk and opportunity diagnosis
Executive reading for naming, filing, and monitoring decisions.
USPTO status
Active USPTO registration
Case type
Application and registration
Recorded events
46
Latest update
12/23/2022
Classification
Registered
Trademark type
Combined
Nice classes
36
Filing date
10/09/2007
Registration date
11/24/2009
Expiration date
-
Recommended action
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Next step
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Complete case details
Structured fields from the responsible authority and the official record.
Status date
02/15/2019
Last transaction
02/15/2019
Responsible office
United States Patent and Trademark Office
Status code
800
Official register
Principal Register
Filing basis
Intent to use
First use anywhere
10/01/2007
First use in commerce
10/01/2007
Drawing code
3
Owner type
03
Owner location
Taipei City, TW
Examiner
BESCH, JAY C
Law office
L80
Current location
GENERIC WEB UPDATE
Mark description
The mark consists of a silver circle encompassing a blue circle which also encompasses a white circle containing an upside-down blue "V" and a blue line.
Holders and representatives
Holders
Yuanta Financial Holding Company
Yuanta Financial Holding Company
Representatives
Joe McKinney Muncy MUNCY, GEISSLER, OLDS & LOWE, PC
Technical classification
Nice Classes
Class 36
Vienna Codes
No Vienna codes available.
Goods and services
Class 36
Accepting and administering monetary charitable contributions; Accepting and administering monetary charitable contributions to assist United States service persons serving in combat zones or wounded and in military hospitals; Accident insurance underwriting; Accounts payable debiting services; Accounts receivables financing; Acquisition and transfer of monetary claims; Actuarial services; Administration of employee benefit plans concerning insurance and finance; Administration of employee pension plans; Administration of employee welfare benefit plans; Administration of pre-paid health care plans; Administration of preferred provider plans in the field of stocks and bonds brokeragefund investmentsbankinginsurance and currency exchange; Administration of savings accounts; Advice relating to investments; Agencies for brokerage of securities trading in overseas securities markets and of transactions on commission of overseas market securities futures; Agencies for commodity futures trading; Agencies in the field of bonds and other securities; Agencies in the field of credit for farming; Agencies or brokerage for leasing or renting of land; Agencies or brokerage for renting land; Agencies or brokerage for renting of buildings; Agencies or brokerage for trading of securitiessecurities index futuressecurities optionsoverseas market securities futures; Aircraft brokerage; Annuity underwriting; Antique appraisal; Apartment house management; Apartment locating services for others; Appraisal of real estate; Appraisals for insurance claims of personal property; Appraisals for insurance claims of real estate; Art brokerage; Assessment and management of real estate; Assuming financial risk of others by entering into options and swaps; Automated coin countingsorting and converting services; Automated securities brokerage; Automated teller machine services; Automobile appraisal; Bail bonding; Banking; Banking consultation; Bill consolidation services; Bill payment services; Bonding services; Brokerage for hire-purchase; Brokerage houses in the field of stockscommoditiesfutures; Brokerage in the field of stocks and bonds brokeragefund investmentsbankinginsurance and currency exchange; Brokerage of energygas and electricity; Brokerage of shares and other securities; Brokerage of shares or stocks and other securities; Building leasing; Building management; Business brokerage; Business finance procurement services; Business liquidation services; Businessstock option and pension valuation services; Capital investment consultation; Cash and foreign exchange transactions; Cash flow servicesproviding cash to mortgage holders or other notes at a discounted rate in return for ownership of the mortgage or note; Cash management; Cash replacement rendered by credit card; Cash replenishment of automated teller machines; Charitable fund raising; Charitable fund raising servicessharing profits from newspaper subscription sales with not-for-profit organizations; Charitable fund raising in view of disaster precautions and prevention; Charitable fund raising services by means of collecting and redeeming recyclables for donation of redemption proceeds to charitable organizations; Charitable fund raising services by means of collecting and reselling used automobiles; Charitable fund raising services by means of musical concerts; Charitable fundraising services for sending underprivileged children to one of several camps around the United States which accept these children at discounted rates for one or more weeks; Charitable servicesgranting funds to schools; Check cashing; Check processing; Check recovery services; Check verification; Checking account services; Claims adjustment in the field of insurance; Claims administration in the field of workers' compensation; Coin appraisal; Collecting license fees on behalf of independent writers and publishers and making payments to the copyright owners of the music; Collection agencies; Collection of debts; Commercial lending services; Commodities exchange services; Commodity brokerage; Commodity exchange; Commodity investment advice; Commodity quotations; Commodity trading for others; Consultancy concerning financing of energy projects; Consultation in art as an investment; Consultation relating to the appraisal of goods; Consumer credit consultation; Consumer lending services; Cooperative credit organizations; Corporate savings account services Credit agencies; Credit agencies in the field of farming; Credit and cash card services; Credit and financial consultation; Credit bureaus; Credit card services; Credit card transaction processing services; Credit card verification; Credit consultation; Credit inquiry and consultation; Credit rating services; Credit recovery and collection; Credit reporting agency; Credit reporting services; Credit risk management; Credit unions; Cruise ship property serviceslistingleasingbrokeragemanagement of residential and commercial units aboard cruise ships and financing of same; Currency exchange and advice; Customs brokerage; Debit account services featuring stocks and bonds brokeragefund investmentsbankinginsurance and currency exchange; Debit card services; Debt cancellation services using proceeds of lifedisability and unemployment insurance; Debt counseling services; Debt management consultation; Debt recovery and collection agencies; Dental health insurance underwriting and administration; Dental health insurance administration; Discount brokerage services; Duty drawback services; Electronic cash transactions; Electronic commerce payment servicesestablishing funded accounts used to purchase goods and services on the Internet; Electronic credit card transactions; Electronic debit transactions; Electronic financial service for the purchase of savings bonds; Electronic funds transfer; Electronic funds transfer by telecommunications; Electronic paymentelectronic processing and transmission of bill payment data; Electronic processing of insurance claims and payment data Electronic toll collection services; Electronic transfer of money; Electronic transfers of money; Eleemosynary services in the field of monetary donations; Energy brokerage services; Equipment financing services; Equipment maintenance claims payment service for business; Equity capital investment; Establishing mutual funds for others; Estate planning; Estate trust management; Evaluation of credit bureau data; Evaluation of real property; Evaluation of the credit worthiness of companies and private individuals; Facilitating and arranging for financing in the field of stocks and bonds brokeragefund investmentsbankinginsurance and currency exchange; Factoring agencies; Fiduciary representatives; Fiduciary tax payment processing services; Financial administration of retirement plans; Financial analysis and consultation; Financial clearing houses; Financial consultation; Financial consultation in the field of stocks and bonds brokeragefund investmentsbankinginsurance and currency exchange; Financial due diligence; Financial evaluation for insurance purposes; Financial exchange; Financial forecasting; Financial guarantee and surety; Financial information in the nature of rates of exchange; Financial information provided by electronic means; Financial information processing; Financial investment in the field of stocks and bonds brokeragefund investmentsbankinginsurance and currency exchange; Financial loan consultation; Financial management; Financial planning; Financial planning consultation; Financial planning for retirement; Financial planningthe creation of personalized strategies to achieve financial independence; Financial portfolio management; Financial research; Financial risk management; Financial risk management consultation; Financial services in the nature of an investment security; Financial services in the field of money lending; Financial servicesproviding on-line stored value accounts in an electronic environment; Financial servicesmoney lending; Financial servicesinvestment fund transfer and transaction services; Financial servicesassisting others with the completion of financial transactions for stocksbondssecurities and equities; Financial servicesissuance and management of certificates backed by loan portfolios which are subsequently managed to insure the integrity of the certificates; 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 servicessavings programs for youths; Financial servicesthe purchase of residential mortgages on behalf of others and the issuance of mortgage-backed securities; Financial servicesproviding for the exchange of foreign currencycommoditiesfinancial derivativesinterest rate productsequities via the internet and intranet systems; Financial servicesproviding information in the fields of foreign currencycommoditiesfinancial derivativesinterest rate productsequities via the Internet and intranet systems; Financial servicesmortgage planning; Financial servicesestate settlement services; Financial servicesproviding a virtual currency for use by members of an online community via a global computer network; Financial sponsorship of cultural and educational performancesexhibitions and competitions featuring stocks and bonds brokeragefund investmentsbankinginsurance and currency exchange; Financial transaction servicesproviding secure commercial transactions and payment options using a mobile device at a point of sale; Financial trust operations; Financial valuation of personal property and real estate; Financially-guaranteed financing; Financing of development and operation of medical imaging centers; Financing of industrial activities; Financing of purchases; Financing relating to automobiles; Financing services; Fire insurance underwriting; Fiscal assessment and evaluation; Fiscal valuations and assessments; Foreign exchange information services; Formationbrokerage and management of time share interests in aircraft; Formationoffering and management of limited partnerships; Fraud reimbursement services in the field of credit card purchases; Fund investment consultation; Funds investment; Futures exchange services; Guarantee assurance underwriting; Hedge fund investment services; Highway toll collection services; Home appraisal services; Home equity loans; Housing agencies; Housing servicesreal property acquisition and consumer financing to facilitate home ownership; Installment loans; Insurance actuarial services; Insurance administration in the field of stocks and bonds brokeragefund investmentsbankinginsurance and currency exchange; Insurance administration; Insurance agencies; Insurance agencies in the field of stocks and bonds brokeragefund investmentsbankinginsurance and currency exchange; Insurance agency and brokerage; Insurance brokerage; Insurance brokerage in the field of stocks and bonds brokeragefund investmentsbankinginsurance and currency exchange; Insurance carrier services; Insurance claims administration; Insurance claims processing; Insurance consultation; Insurance premium rate computing; Insurance servicesunderwriting extended warranty contracts in the field of stocks and bonds brokeragefund investmentsbankinginsurance and currency exchange; Insurance serviceswriting property and casualty insurance; Insurance servicesunderwritingissuing and administration of life insurance; Insurance servicesproviding information and online computer databases for the purpose of review and verification of Medicaid eligibility status and related information; Insurance subrogation and salvage; Insurance subrogation; Insurance underwriting in the field of stocks and bonds brokeragefund investmentsbankinginsurance and currency exchange; Insurance underwriting services for all types of insurance; Insurance underwriting consultation; Investment advice; Investment advisory services; Investment banking services; Investment brokerage; Investment by electronic means; Investment clubs; Investment consultation; Investment management; Investment management of and distribution of variable annuities; Investment management of and distribution of annuities; Investment management services in the field of acquiring joint ventures; Investment of funds for others; Investment servicesasset acquisitionconsultationdevelopment and management services; Issuance and administration of annuities; Issuance of bank checks; Issue of traveller's cheques; Issuing credit cards; Issuing of bank cheques; Issuing of checks and letters of credit; Issuing of cheques; Issuing stored value cards; Jewelry appraisal; Land acquisitionreal estate brokerage; Land leasing; Land valuation; Lease securitization; Lease-purchase financing; Lease-purchase loans; Leasing of apartments; Leasing of farms; Leasing of land; Leasing of office space; Leasing of real estate; Leasing of real property; Leasing of shopping mall space; Leasing or renting of buildings; Leveraged buy outs and investments in financially distressed or underperforming companies; Life insurance brokerage; Life insurance underwriting; Loan financing; Loans and discount of bills; Mailing list brokerage services; Maintaining escrow accounts for investments; Maintaining mortgage escrow accounts; Making payments on pre-paid long distance calling cards for recharging minutes; Management of a capital investment fund; Management of portfolios comprising securities; Management of portfolios of transferable securities; Management of private equity funds; Marine insurance underwriting; Medical insurance underwriting; Memorial fund raising; Monetary exchange; Money order payment guarantee services; Money order services; Money transfer; Mortgage banking; Mortgage banking servicesoriginationacquisitionservicingsecuritization and brokerage of mortgage loans; Mortgage brokerage; Mortgage lending; Mortgage procurement for others; Mortgage servicesbuyer pre-qualification of mortgages for mortgage brokers and banks; Mortgaging of securities for others; Mutual fund brokerage; Mutual fund distribution; Mutual fund investment; News reporting services in the field of financial news; Numismatic appraisal; Offering aircraft fractional ownership programs to others; Online financial planning services; On-line banking services; Operating marketplaces for sellers of goods and/or services; Organization of stock exchanges for the benefit of the trade of stocks and other financial values; Organizing preferred provider programs in the field of stocks and bonds brokeragefund investmentsbankinginsurance and currency exchange; Organizing pre-paid health care plans; Pawn brokerage; Pawn shops; Payroll tax debiting services; Pharmaceutical benefit management services; Pharmacy benefit management services; Philanthropic services concerning monetary donations; Political fund raising services; Precious stone appraisal; Prepaid card services in the nature of making payment for adding airtime to prepaid or pay-as-you-go wireless services; Prepaid preventive maintenance service plans for heatingventilating and air conditioning systems; Prepaid telecommunications calling card services Pre-paid funeral expense services; Pre-paid purchase card servicesprocessing electronic payments made through prepaid cards; Pre-paid purchase card servicesprocessing electronic payments through pre-paid cards; Private equity fund investment services; Processingadministering and managing employee benefit plans; Project financing; Providing a buyback credit program for technological equipment such as computers and telephone systems; Providing a database for trackingmonitoringgenerating reports on information and statistics about patient reimbursement and insurance coverage for pharmaceuticals and medical devices; Providing a web site where users can post ratingsreviews and recommendations on stocksbondsmutual funds and other financial instruments; Providing a website that features information on the options markets; Providing an online searchable database featuring education grants; Providing bank account information by telephone; Providing cash and other rebates for credit card use as part of a customer loyalty program; Providing college scholarships Providing educational scholarships; Providing electronic processing of credit card transactions and electronic payments via a global computer network; Providing electronic processing of ACH and credit card transactions and electronic payments via a global computer network; Providing extended warranties on real estate purchaseleasing operationspurchased and rented home and office furnitureappliancesautomobiles and other recreational vehiclesall terrain vehicles by those in the field of stocks and bonds brokeragefund investmentsbankinginsurance and currency exchange; Providing fund raising services for others via a global computer network; Providing grants to non-profit organizations by those in the field of stocks and bonds brokeragefund investmentsbankinginsurance and currency exchange; Providing home warranty administration; Providing information in the field of real estate by means of linking the web site to other web sites featuring real estate information; Providing information via a global computer network on the subject of non-residential building and facilities management; Providing information in insurance matters; Providing information in the field of real estate via the Internet; Providing information regarding workers' compensation insurance policy rates; Providing loans secured by commercial paper; Providing multiple payment options by means of customer-operated electronic terminals available on-site in retail stores; Providing online information in the field of charitable monetary giving through financial and estate planning; Providing on-line financial calculators; Providing on-line news in the field of finance; Providing project grants for environmental and HIV/AIDS projects; Providing project grants for environmental and health awareness projects; Providing real estate listings and real estate information via the Internet; Providing rebates at participating establishments of others through use of a membership card; Providing stock market information; Providing stock/securities market information; Providing student loan information; Providing temporary loans; Providing working capital; Public equity investment management; Real estate acquisition services; Real estate agencies; Real estate appraisal; Real estate brokerage; Real estate consultation; Real estate consultancy; Real estate equity sharingmanaging and arranging for co-ownership of real estate; Real estate escrow services; Real estate investment; Real estate investment services in the nature of purchasing and selling of real estate for others; Real estate lending services; Real estate listing; Real estate management; Real estate management consultation; Real estate multiple listing services; Real estate procurement for others; Real estate servicesrental of vacation homescondominiumscabinsvillas using pay per click advertising on a global computer network; Real estate servicesrental of short-term furnished apartments; Real estate syndication; Real estate time-sharing; Real estate trustee services; Real estate valuation services; Real estate valuations; Reclamation of import duties for others; Reinsurance underwriting;Rent collection agencies; Rental of apartments; Rental of buildings for permanent occupancy; Rental of cabins; Rental of cash dispensers or automated-teller machines; Rental of homes; Rental of office space; Repair cost evaluation; Revolving loans; Financial risk management; Safe deposit box services; Safety deposit box services; Savings account services; Savings and loan associations; Savings and loan services; Savings bank services; Securities arbitrage services; Securities trading and investing services for others via the internet; Security brokerage; Security servicesguaranteeing loans; Shopping center servicesrental of shopping center space; Stamp appraisal; Stock brokerage; Stock exchange price quotations; Student loan services; Surety services; Tax payment processing services; Telecommunications air time brokerage services; Telecommunications reseller servicestelecommunications air time brokerage services; Telephone calling card services; Temporary loans; Transfer agency services rendered to issuers of investment securities; Travel agency servicesissuing traveler's checks; Travelers' check issuance; Trust management accounts; Trust servicesinvestment and trust company services; Trusteeship representatives; Underwriting insurance for pre-paid health care; Underwriting insurance for pre-paid legal services; Underwriting warranty programs in the field of stocks and bonds brokeragefund investmentsbankinginsurance and currency exchange; Vacation real estate time-sharing; Vacation real estate time share exchange services; Vacation real estate timeshare services; Venture capital funding services to emerging and start-up companies; Venture capital servicesproviding financing to emerging and start-up companies; Viatical settlement services; Warranty claims administration servicesprocessing warranty claims for stocks and bonds brokeragefund investmentsbankinginsurance and currency exchange; Wireless telephone payment serviceswireless mobile telephone rate plans; Yacht brokerage
Publications
History of USPTO decisions and trademark events.
46 publications found
ECDR
TEAS CHANGE OF DOMESTIC REPRESENTATIVES ADDRESS
12/23/2022
ARAA
ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
12/23/2022
REAP
TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
12/23/2022
NA89
NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
02/15/2019
RNL1
REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
02/15/2019
89AG
REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
02/15/2019
APRE
CASE ASSIGNED TO POST REGISTRATION PARALEGAL
02/15/2019
E89R
TEAS SECTION 8 & 9 RECEIVED
01/16/2019
REM2
COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
11/24/2018
NA85
NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
11/10/2015
C15A
REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
11/10/2015
APRE
CASE ASSIGNED TO POST REGISTRATION PARALEGAL
11/10/2015
E815
TEAS SECTION 8 & 15 RECEIVED
09/22/2015
R.PR
REGISTERED-PRINCIPAL REGISTER
11/24/2009
REGV
LAW OFFICE REGISTRATION REVIEW COMPLETED
10/19/2009
ALIE
ASSIGNED TO LIE
10/13/2009
CNPR
ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
10/12/2009
SUPC
STATEMENT OF USE PROCESSING COMPLETE
09/21/2009
AITU
CASE ASSIGNED TO INTENT TO USE PARALEGAL
09/21/2009
IUAF
USE AMENDMENT FILED
09/01/2009
EISU
TEAS STATEMENT OF USE RECEIVED
09/01/2009
EX1G
SOU EXTENSION 1 GRANTED
04/21/2009
EXT1
SOU EXTENSION 1 FILED
04/21/2009
EEXT
SOU TEAS EXTENSION RECEIVED
04/21/2009
NOAM
NOA MAILED - SOU REQUIRED FROM APPLICANT
10/21/2008
PUBO
PUBLISHED FOR OPPOSITION
07/29/2008
NPUB
NOTICE OF PUBLICATION
07/09/2008
PREV
LAW OFFICE PUBLICATION REVIEW COMPLETED
06/24/2008
ALIE
ASSIGNED TO LIE
06/24/2008
CNSA
APPROVED FOR PUB - PRINCIPAL REGISTER
06/24/2008
XAEC
EXAMINER'S AMENDMENT ENTERED
06/24/2008
GNEN
NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
06/24/2008
GNEA
EXAMINERS AMENDMENT E-MAILED
06/24/2008
CNEA
EXAMINERS AMENDMENT -WRITTEN
06/24/2008
ARAA
ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
06/06/2008
REAP
TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
06/06/2008
TEME
TEAS/EMAIL CORRESPONDENCE ENTERED
06/06/2008
CRFA
CORRESPONDENCE RECEIVED IN LAW OFFICE
06/06/2008
TROA
TEAS RESPONSE TO OFFICE ACTION RECEIVED
06/06/2008
GNRN
NOTIFICATION OF NON-FINAL ACTION E-MAILED
01/21/2008
GNRT
NON-FINAL ACTION E-MAILED
01/21/2008
CNRT
NON-FINAL ACTION WRITTEN
01/21/2008
DOCK
ASSIGNED TO EXAMINER
01/16/2008
MDSC
NOTICE OF DESIGN SEARCH CODE MAILED
10/13/2007
NWAP
NEW APPLICATION ENTERED
10/12/2007
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