R.PR
REGISTERED-PRINCIPAL REGISTER
14/12/2021
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Dado oficial do USPTO
PRIVATE FAMILY OFFICE
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Active USPTO registrationTipo: MistaEscritório: US
Diagnóstico de risco e oportunidade
Leitura executiva para decisão de naming, protocolo e monitoramento.
Situação USPTO
Active USPTO registration
Tipo de processo
Pedido e registro
Eventos registrados
31
Atualização mais recente
14/12/2021
Classificação
Registrada
Tipo de marca
Mista
Classes Nice
36, 42
Data de depósito
21/02/2020
Data de registro
14/12/2021
Data de expiração
-
Ação recomendada
Execute uma análise de colidência completa e valide classes antes de qualquer protocolo ou investimento de marca.
Próximo passo
Esses são os detalhes do processo de registro. Mesmo assim, o monitoramento constante é o que garante tranquilidade de que o seu principal ativo continue protegido.
Dados completos do processo
Campos estruturados da autoridade responsável e do histórico oficial.
Data da situação
14/12/2021
Última transação
14/12/2021
Escritório responsável
United States Patent and Trademark Office
Código da situação
700
Cadastro oficial
Principal Register
Fundamento do pedido
Intent to use
Primeiro uso
12/06/2017
Primeiro uso no comércio
12/06/2017
Código do desenho
3
Tipo de titular
16
Localização do titular
Lakewood Ranch, FL, US
Examinador
HETZEL, DANNEAN
Unidade examinadora
L60
Localização atual
PUBLICATION AND ISSUE SECTION
Descrição da marca
The mark consists of the words "PRIVATE FAMILY OFFICE" all stacked inside an image of a half-shield.
Titulares e representantes
Titulares
Dow Software, LLC
Representantes
Vivek J. Rao PIERCE ATWOOD LLP
Classificação técnica
Classes Nice
Classe 36Classe 42
Códigos Vienna
Sem códigos Vienna disponíveis.
Produtos e serviços
Classe 36
Financial consultancyadviceplanning and management; investment advisory services; investment management; financial portfolio analysis services; investment consulting servicesadvising family officeshigh net worth individuals and other individuals and investorstheir professional advisorsin the field of capital investing; family office servicesfinancial planning and advisory servicesstrategic planning and financial modeling for trust and estate planninginvestment consultingtax planning and administration in the nature of financial modeling of tax strategies and the coordination of tax professionalsfinancial philanthropic gift planning; providing web-basedautomated and customized personal financial management servicescustomized management of an individual's investmentbanking and other personal financial accountsmonitoring of transactions and account balancesbudget and spending tracking and reporting through a global computer network; providing a web site to retrieve and display data from third party financial and investment web sites on one or more consolidated views; providing financial information to consumers including accounttransactionbalance information from a wide variety of sourcesbanks and other financial institutionsaccountslawyers and other professional advisorscredit card and debit card issuersconsumer and mortgage lenderspersonal bills and expense accountsother online financial transaction providers; providing information pertaining to financebankinginvestments and retirement planningthrough electronic means
Classe 42
Providing temporary use of online non-downloadable software and applications for use in the field of personal financeinvestments and accounting which allows the software user to link multiple accounts held at various financial institutionsto incorporate data from those various accountsto display that information to the user in a consolidated viewto provide an analysis of the consolidated financial data in the form of summary reports and dashboards; providing temporary use of online non-downloadable software and applications for use in accessing bank and deposit accountcredit card account and other financial account information; providing temporary use of online non-downloadable software and applications for use in budgetingmanaging moneyrecording and tracking financial transactions; providing temporary use of online non-downloadable software and applications for use in financial planning and managementinvestmentsretirement planning and related applications which allows the software user to link multiple accounts held at various financial institutionsto incorporate data from those various accountsto display that information to the user in a consolidated viewto provide an analysis of the consolidated financial data in the form of summary reports and dashboards; providing temporary use of online non-downloadable software and applications for use in tax planning and tax-related applications; providing onlinenon-downloadable software for use in managingorganizingsharing financial and investment data on a global computer network; providing temporary use of non-downloadable computer software and applications for performing queries and transactionsfor storingmodifyingtransmitting and receiving information and data in the fields of personal financeaccountingbankingbill paymentfinancial planningretirement planninginvestments and tax planningall via computer and communication networks; providing temporary use of online non-downloadable software and applications for use by family officeshigh net worth individuals and other individuals and investorstheir professional advisorsincluding financial advisorsbankslawyersaccountantsin the management of investmentstaxesphilanthropic activitiestrustshousehold financesreal property maintenancehousekeeping and repairstravel planning and coordination; providing temporary use of online non-downloadable software and applications for use to facilitate communication among family officeshigh net worth individuals and other individuals and investorstheir professional advisorsincluding financial advisorsbankslawyersaccountants; providing temporary use of online non-downloadable software and applications for use by family officesfamilieshouseholds and individualstheir professional advisors and support personnelin the management of information and communications related to staffinghealth and medical matterspetssocial connectionscalendaringrecordkeeping and memorabilia
Publicações
Histórico de despachos e eventos da marca no USPTO.
31 publicações encontradas
SUNA
NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
09/11/2021
CNPR
ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
08/11/2021
TEME
TEAS/EMAIL CORRESPONDENCE ENTERED
08/11/2021
CRFA
CORRESPONDENCE RECEIVED IN LAW OFFICE
08/11/2021
ALIE
ASSIGNED TO LIE
08/11/2021
TROA
TEAS RESPONSE TO OFFICE ACTION RECEIVED
02/11/2021
GNRN
NOTIFICATION OF NON-FINAL ACTION E-MAILED
23/08/2021
GNRT
NON-FINAL ACTION E-MAILED
23/08/2021
CNRT
SU - NON-FINAL ACTION - WRITTEN
23/08/2021
SUPC
STATEMENT OF USE PROCESSING COMPLETE
22/08/2021
AITU
CASE ASSIGNED TO INTENT TO USE PARALEGAL
22/08/2021
IUAF
USE AMENDMENT FILED
17/08/2021
EISU
TEAS STATEMENT OF USE RECEIVED
17/08/2021
EXRA
NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED
02/02/2021
EX1G
SOU EXTENSION 1 GRANTED
29/01/2021
EXT1
SOU EXTENSION 1 FILED
29/01/2021
EEXT
SOU TEAS EXTENSION RECEIVED
29/01/2021
NOAM
NOA E-MAILED - SOU REQUIRED FROM APPLICANT
25/08/2020
NPUB
OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
30/06/2020
PUBO
PUBLISHED FOR OPPOSITION
30/06/2020
NONP
NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
10/06/2020
CNSA
APPROVED FOR PUB - PRINCIPAL REGISTER
22/05/2020
XAEC
EXAMINER'S AMENDMENT ENTERED
22/05/2020
GNEN
NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
22/05/2020
GNEA
EXAMINERS AMENDMENT E-MAILED
22/05/2020
CNEA
EXAMINERS AMENDMENT -WRITTEN
22/05/2020
DOCK
ASSIGNED TO EXAMINER
12/05/2020
MDSC
NOTICE OF DESIGN SEARCH CODE E-MAILED
26/02/2020
NWOS
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
25/02/2020
NWAP
NEW APPLICATION ENTERED
25/02/2020
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