R.SR
REGISTERED-SUPPLEMENTAL REGISTER
03/01/2022
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Official data from USPTO
YOUR FINANCIAL CONCIERGE
Did you know this trademark is already registered in United States?
Before investing in name, identity, and promotion, validate collision risk and registration strategy to avoid wasting time and budget.
Active USPTO registrationType: WordOffice: US
Quick snapshot
YOUR FINANCIAL CONCIERGE
ST13
US500000090710002Class
36
Filing
90710002
Registration
6661685
Risk and opportunity diagnosis
Executive reading for naming, filing, and monitoring decisions.
USPTO status
Active USPTO registration
Case type
Application and registration
Recorded events
11
Latest update
03/01/2022
Classification
Registered
Trademark type
Word
Nice classes
36
Filing date
05/13/2021
Registration date
03/01/2022
Expiration date
-
Recommended action
Perform a full collision analysis and validate classes before any filing or trademark investment.
Next step
These are the details of the registration process. Even so, constant monitoring is what ensures peace of mind that your main asset remains protected.
Complete case details
Structured fields from the responsible authority and the official record.
Status date
03/01/2022
Last transaction
03/01/2022
Responsible office
United States Patent and Trademark Office
Status code
700
Official register
Supplemental Register
First use anywhere
03/13/2021
First use in commerce
03/13/2021
Drawing code
4
Owner type
01
Owner location
Needham, MA
Examiner
CHUO, EMILY
Law office
L10
Current location
PUBLICATION AND ISSUE SECTION
Holders and representatives
Holders
Morris, Julian B
Representatives
MORRIS, JULIAN B
Technical classification
Nice Classes
Class 36
Vienna Codes
No Vienna codes available.
Goods and services
Class 36
Financial servicesassisting others with the completion of financial transactions for stocksbondssecurities and equities; Financial servicesproviding an investment option available for variable annuity and variable life insurance products; Financial serviceswealth management services; Financial advice and consultancy services; Financial advisory and consultancy services; Financial advisory and consultancy servicesthe creation of personalized strategies to achieve financial independence; Financial affairs and monetary affairsfinancial informationmanagement and analysis services; Financial custody servicesmaintaining possession of financial assets for others for financial management purposes; Financial information and advisory services; Financial investment brokerage services; Financial planning servicesdeveloping and managing charitable giving programs on behalf of wealthy individuals or families; Financial portfolio analysis services; Financial retirement plan consulting services; Insurance and financial information and consultancy services; 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 financial information services to individualsfamilies and businesses; Strategic financial advisory services
Publications
History of USPTO decisions and trademark events.
11 publications found
PREV
LAW OFFICE PUBLICATION REVIEW COMPLETED
01/22/2022
ALIE
ASSIGNED TO LIE
01/20/2022
CNTA
APPROVED FOR REGISTRATION SUPPLEMENTAL REGISTER
01/20/2022
XAEC
EXAMINER'S AMENDMENT ENTERED
01/20/2022
GNEN
NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
01/20/2022
GNEA
EXAMINERS AMENDMENT E-MAILED
01/20/2022
CNEA
EXAMINERS AMENDMENT -WRITTEN
01/20/2022
DOCK
ASSIGNED TO EXAMINER
01/20/2022
NWOS
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
08/12/2021
NWAP
NEW APPLICATION ENTERED
05/17/2021
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