NRCC
NOTICE OF REGISTRATION CONFIRMATION EMAILED
14/01/2025
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Dado oficial do USPTO
EVOLUTION FINANCIAL ADVISORS
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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
22
Atualização mais recente
14/01/2025
Classificação
Registrada
Tipo de marca
Mista
Classes Nice
35
Data de depósito
01/08/2023
Data de registro
14/01/2025
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
14/01/2025
Última transação
14/01/2025
Escritório responsável
United States Patent and Trademark Office
Código da situação
700
Cadastro oficial
Principal Register
Primeiro uso
31/12/2016
Primeiro uso no comércio
31/12/2016
Código do desenho
3
Tipo de titular
03
Localização do titular
Victor, NY
Examinador
MANCA, ALBERTO
Localização atual
FILE REPOSITORY (FRANCONIA)
Descrição da marca
The mark consists of the stylized wording "EVOLUTION FINANCIAL ADVISORS", with the first letter "O" in the word "EVOLUTION" represented by a large blue swirl surrounding two smaller gold swirls and a blue circle placed in the center of the overall design. The remaining letters in the word "EVOLUTION" are colored in gold and the wording "FINANCIAL ADVISORS" is colored in blue.
Titulares e representantes
Titulares
Evolution Financial Advisors, Inc.
Representantes
Alana M. Fuierer HESLIN ROTHENBERG FARLEY & MESITI P.C.
Classificação técnica
Classes Nice
Classe 35
Códigos Vienna
Sem códigos Vienna disponíveis.
Produtos e serviços
Classe 35
usiness support services to independent financial professionalsbusiness counseling being business consulting services; Back-office supportoffice administrative services and providing office functions; Business efficiency expert services and business networking with similar businesses; Business development services for independent financial professionalsstrategic partner development; Provision of back-office and management services being office administration; Provision of compliance tracking and management services for business purposesfinancial record-keeping for regulatory compliance purposesbusiness consulting services in the field of regulation compliance; Back-office services for independent financial professionalsbusiness administration consulting and business records management; Consulting and customer analyticsmarket analysisprocess analytics in the nature of the development of processes for the implementation of strategy plans and management projects; Business consulting services for independent financial professionalsbusiness management and operation assistance to independent financial professionals in the fields of technology set up and maintenancebranding and marketingadministrative and operational services; Business organization and operation consultancy for independent financial professionalsoffice administration servicessupport staff services in the nature of providing office support staffcompensation review services being market analysis services to determine competitiveness of employee salariesbusiness organization and operation consultation services; Providing technical aid and assistance to independent financial professionals in the operations of their businesses being business operation consulting services; Providing office support staff services for independent financial professionals and fee-based financial planning programs; Business administration and managementcommercial administration of insurance licensing for states being tracking and monitoring insurance compliance for business purposes and security registration for broker-dealer firms representatives and advisors in the nature of recording and registering the transfer of securities; Providing corporate services to independent financial professionalsadministering a program for enabling participants in the nature of independent financial advisors to obtain discount savings on third-party goods and services; Providing corporate services to independent financial professionalsproviding business advisory information and distribution of business advisory materials in connection therewith; Outsourcing services in the field of customer support; analysis in the nature of customer service management for independent financial professionals; Outsourcing services for providing customer services in the financial industrycall center support being operation of telephone call centers for others and back-end processing being office administrative services for independent financial professionals; Providing sales consultation services to external third-party licensed broker dealer representatives and independent financial professionalsproviding business development services in the form of lead generation and marketing consultation for the sale of financial planning services and sale of insurance and investment products; On-line comprehensive professional networking services provided to independent financial professionals; Providing marketing support to independent financial professionals in the nature of providing marketing information and distribution of marketing materials in connection therewith; Direct marketing and telemarketing services for independent financial professionals and other entities providing similar servicespreparing mailing lists and customized promotional materials; Support services for independent financial professionalsproviding business consulting services in the nature of business optimization support for others via identifying workflow and business process efficienciesidentifying business growth opportunities and identifying business operations and staffing optimization models
Publicações
Histórico de despachos e eventos da marca no USPTO.
22 publicações encontradas
R.PR
REGISTERED-PRINCIPAL REGISTER
14/01/2025
NPUB
OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
26/11/2024
PUBO
PUBLISHED FOR OPPOSITION
26/11/2024
NONP
NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
20/11/2024
CNSA
APPROVED FOR PUB - PRINCIPAL REGISTER
28/10/2024
XAEC
EXAMINER'S AMENDMENT ENTERED
28/10/2024
GNEN
NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
28/10/2024
GNEA
EXAMINERS AMENDMENT E-MAILED
28/10/2024
CNEA
EXAMINERS AMENDMENT -WRITTEN
28/10/2024
TEME
TEAS/EMAIL CORRESPONDENCE ENTERED
03/10/2024
CRFA
CORRESPONDENCE RECEIVED IN LAW OFFICE
03/10/2024
TROA
TEAS RESPONSE TO OFFICE ACTION RECEIVED
03/10/2024
XELG
APPLICATION EXTENSION GRANTED/RECEIPT PROVIDED
26/06/2024
XELR
APPLICATION EXTENSION TO RESPONSE PERIOD - RECEIVED
26/06/2024
GNRN
NOTIFICATION OF NON-FINAL ACTION E-MAILED
03/04/2024
GNRT
NON-FINAL ACTION E-MAILED
03/04/2024
CNRT
NON-FINAL ACTION WRITTEN
03/04/2024
DOCK
ASSIGNED TO EXAMINER
02/04/2024
MDSC
NOTICE OF DESIGN SEARCH CODE E-MAILED
31/08/2023
NWOS
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
30/08/2023
NWAP
NEW APPLICATION ENTERED
04/08/2023
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