NRCC
NOTICE OF REGISTRATION CONFIRMATION EMAILED
04/22/2025
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Official data from USPTO
DBIBS
Did you know this trademark is already registered in United States?
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Active USPTO registrationType: WordOffice: 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
11
Latest update
04/23/2025
Classification
Registered
Trademark type
Word
Nice classes
36
Filing date
03/25/2024
Registration date
04/22/2025
Expiration date
-
Recommended action
Perform a full collision analysis and validate classes before any filing or trademark investment.
Next step
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Complete case details
Structured fields from the responsible authority and the official record.
Status date
04/22/2025
Last transaction
04/23/2025
Responsible office
United States Patent and Trademark Office
Status code
700
Official register
Principal Register
First use anywhere
06/01/2023
First use in commerce
06/15/2023
Drawing code
4
Owner type
16
Owner location
New York, NY
Examiner
MCCARTHY, JOSEPH
Current location
FILE REPOSITORY (FRANCONIA)
Holders and representatives
Holders
Telsey Advisory Group
Representatives
Aaron H. Pierce Pierce & Kwok LLP
Technical classification
Nice Classes
Class 36
Vienna Codes
No Vienna codes available.
Goods and services
Class 36
Financial administration of employee pension plans; Financial administration of health reimbursement arrangements; Financial administration of stock exchange trading of shares and other financial securities in financial markets; Financial advice; Financial advice and consultancy services; Financial advice relating to income tax; Financial advice relating to tax; Financial advicebudget planning; Financial advisory and consultancy services; Financial advisory and consultancy services relating to micro creditsmicro finance and energy products; Financial advisory and consultancy servicesthe creation of personalized strategies to achieve financial independence; Financial analysis; Financial analysis and consultation; Financial analysis and research services; Financial analysiscompiling and analyzing statisticsdata and other sources of information for financial purposes; Financial and investment servicesmanagement and brokerage in the fields of stocksbondsoptionscommoditiesfutures and other securitiesthe investment of funds of others; Financial and investment servicesasset and investment acquisitionconsultationadvisory and development; Financial appraisals in responding to calls for tenders; Financial appraisals in responding to requests for proposals (RFPs); Financial asset management; Financial brokerage services for cryptocurrency trading; Financial calculation services for othersroyalty calculation; Financial clearing; Financial clearing houses; Financial consultancy; Financial consultancy and insurance consultancy; Financial consultancy for lottery winners; Financial consulting; Financial consulting and advising in the field of mergers and acquisitions; Financial consulting in the field of real estate note brokerage; Financial consulting services in the field of planned giving for non-profit and charitable organizations; Financial consulting servicesadvising others regarding intellectual property investments; Financial consulting servicesexpert analysis in finance; Financial counseling serviceshelping others build a better working relationship with their money; Financial credit rating services; Financial credit scoring services; Financial custody servicesmaintaining possession of financial assets for others for financial management purposes; Financial customs brokerage services; Financial data analysis; Financial due diligence; Financial due diligence services in the field of real estate; Financial evaluation for insurance purposes; Financial evaluation of alpaca fiber; Financial evaluation of development costs relating to the oilgas and mining industries; Financial evaluation of real estate; Financial evaluation of standing timber; Financial evaluation of wool; Financial evaluationtrackinganalysisforecastingconsultancyadvisory and research services relating to securities and other financial instruments; Financial exchange; Financial exchange of virtual currency; Financial forecasting; Financial guarantee and surety; Financial guarantees; Financial information; Financial information and advisory services; Financial information and evaluations; Financial information in the nature of rates of exchange; Financial information processing; Financial information provided by electronic means; Financial information services provided on-line from a computer database or a global computer networkproviding information in the field of financial classification of companies and securities; Financial investment analysis and stock research; Financial investment brokerage; Financial investment brokerage services; Financial investment servicesadministering the issuanceunderwriting and distribution of securities; Financial loan consultation; Financial management; Financial management of employee pension plans; Financial management of reimbursement payments for others; Financial management via the Internet; Financial planning; Financial planning and investment advisory services; Financial planning consultation; Financial planning for retirement; Financial planning servicesdeveloping and managing charitable giving programs on behalf of wealthy individuals or families; Financial planningthe creation of personalized strategies to achieve financial independence; Financial portfolio analysis services; Financial portfolio management; Financial research; Financial research and equity research brokerage services; Financial research and information services; Financial research in the field of financial instruments; Financial research in the field of economics; Financial restructuring services; Financial retirement plan consulting services; Financial risk assessment services; Financial risk management; Financial risk management consultation; Financial securities exchange services; Financial services in the nature of an investment security; Financial services in the nature of precious metals trading; Financial services rendered in connection with the issuancereceipt and transfer of lines of creditcredit processing services; 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 servicesadministration of transactions involving funds drawn from securitiesstocksfundsequitiesbondscashother types of financial investments in retirement plans using a check or negotiable order of withdrawal over a global data network; Financial servicesadministration of transactions involving funds drawn from securitiesstocksfundsequitiesbondscashother types of financial investments in retirement plans using a credit or debit card over a global data network; Financial servicesarranging of modified loan terms designed to prevent home foreclosure; Financial servicesassisting others with the completion of financial transactions for stocksbondssecurities and equities; Financial servicesbroker/dealer services on securities exchanges and over-the-counter markets; Financial servicesbusiness fundraising for others; Financial servicesbusiness fundraising provided over a computer network such as the Internet; Financial servicescommodity trading and managed futures advisory and management services; Financial servicesconducting a securities and derivatives exchange; Financial servicesconducting an online exchange of interest rate products via the internet and intranet systems; Financial servicescoordinationwithin a single accountof an investment portfolio's maintenancetradingrebalancingtax management needs; Financial servicescorporate workoutdebt restructuringreceivershiploan resolution for commercial loans; Financial servicescredit agencies featuring credit processingcredit checkingcredit analyzingfinancial reporting services; Financial servicescredit repair and restoration; Financial servicesdealing in securities as a market maker and in trading commoditiessecuritiesoptionsfuturesequities and fixed income products in the United States and overseas market securities; Financial servicesdebt resolution services in the nature of debt settlement and elimination; Financial servicesdebt settlement; Financial serviceselectronic remote check deposit services; Financial servicesestate settlement services; Financial servicesfunding online cash accounts from prepaid cash cardsbank accounts and credit card accounts; Financial servicesfunding research awards in the field of energy; Financial servicesgold trading; Financial servicesinvestment adviceinvestment managementinvestment consultation and investment of funds for othersincluding private and public equity and debt investment services; Financial servicesinvestment fund transfer and transaction services; Financial servicesissuance and management of certificates backed by loan portfolios which are subsequently managed to insure the integrity of the certificates; Financial serviceslife insurance settlement services; Financial servicesloan default mitigation services; Financial servicesloss mitigation services for under- or non-performing mortgage loans; Financial servicesmicrofinance lending services; Financial servicesmoney lending; Financial servicesmortgage planning; Financial servicesmortgage refinancing; Financial servicesoperation and management of hedge fundscommodity pools and other collective investment vehiclestrading for others of securitiesoptionsfuturesderivativesdebt instruments and commodities; Financial servicesproprietary trading in commoditiessecuritiesoptionsfuturesequities and fixed income products in the United States and overseas market securities; Financial servicesproviding an investment option available for variable annuity and variable life insurance products; 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 servicesproviding on-line stored value accounts in an electronic environment; Financial servicesraising debt and equity capital for others; Financial servicesraising money for the hedge funds of others; Financial servicesreal estate note brokerage; Financial servicessavings programs for youths; Financial servicesthe purchase of residential mortgages on behalf of others and the issuance of mortgage-backed securities; Financial servicesthe trading of financial instrumentssecuritiessharesoptions and other derivative products; Financial servicesvehicle title loans; Financial serviceswealth management services; Financial trading of cryptocurrency; Financial trading of virtual currency; Financial transaction servicesproviding secure commercial transactions and payment options; Financial transaction servicesproviding secure commercial transactions and payment options using a mobile device at a point of sale; Financial trust administration; Financial trust operations; Financial trust planning; Financial valuation of diamonds; Financial valuation of intellectual property assets; Financial valuation of personal property and real estate; Financial valuation of standing timber; Financial valuation of wool; Financial valuations; Financially-guaranteed financing; Assuming financial risk of others by entering into options and swaps; Business liquidation servicesfinancial; Charitable foundation servicesproviding financial assistance for programs and services of others; Charitable foundation servicesproviding financial support to individuals who are seeking to be with family during the holidays but are unable due to financial constraints; Charitable foundation servicesproviding fundraising activitiessupplemental fundingcapital improvement fundingscholarships and financial assistance for programs and services of others; Charitable fundraising services using proceeds from CDsto provide foodblanketsshelterother relief materialsbloodfinancial assistance to victims of diseases and disasters in the United States; Charitable servicesproviding financial assistance to meet the physicalpsychologicalsocial and other special needs of children; Charitable servicesproviding financial assistance to meet the physicalpsychologicalsocial and other special needs of disabled persons; Charitable servicesproviding financial support to disadvantaged individuals in the United States and other countries for the purpose of facilitating healthwellness and economic development; Charitable servicesproviding financial support to disadvantaged patients for the purpose of facilitating good health; Charitable servicesproviding financial support to people from disadvantaged countries for the purpose of facilitating educational opportunities; Clearing and reconciling financial transactions via a global computer network; College consulting servicesassisting students in applying for scholarships and financial aid; College counseling servicesassisting students in applying for scholarships and financial aid; Conducting financial feasibility studies; Consultation services in the field of financial management of yacht operations; Credit and financial consultation; Electronic financial service for the purchase of savings bonds; Electronic financial trading services; Informationadvisoryconsultancy and financial research services relating to finance and investments; Insurance and financial information and consultancy services; Leveraged buy outs and investments in financially distressed or underperforming companies; Monitoring financial markets for investment purposes; Mortgage compliance consulting services concerning financial requirements for mortgages for mortgage lenders and servicers and mortgage brokers; News reporting services in the field of financial news; On-line financial planning services; On-line trading of financial instrumentssharesoptions and other derivative products; Online financial consultancy rendered in virtual environments; Onlinereal-time tax payment processingtax payment financial managementtax payment financial analysis services; Organization of online stock exchanges for the benefit of the trade of stocks and other financial securities; Organization of stock exchanges for the benefit of the trade of stocks and other financial values; Providing financial advice via a website; Providing financial advisory services; Providing financial advisory services in the field of digital currency; Providing financial advisory services in the field of virtual currency; Providing financial assistance for rent and utilitiesfoodtravelprescription cost and other necessities of life; Providing financial information; Providing financial information about political elections; Providing financial information and financial advice via a website; Providing financial information in the field of cryptocurrency; Providing financial information in the field of digital currency; Providing financial information in the field of virtual currency; Providing financial information regarding rating changes that affect financial portfolios via e-mail notification alerts; Providing financial information via a web site; Providing financial information via a website; Providing financial informationnewscommentary in the field of political campaigns; Providing financial risk management services for electronic funds transfercredit and debit card and electronic check transactions via a global computer network; 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 a web site featuring personal financial information and financial advice; Providing a web site featuring the ratingsreviews and recommendations on stocksbondsmutual funds and other financial instruments posted by users; Providing an internet website portal in the field of financial transaction and payment processing services; Providing emergency financial assistance for individuals and families; Providing information and advice in the field of financefinancial investmentsfinancial valuationsthe financial aspects of retirement; Providing information and research in the field of finance and financial investments; Providing information in the field of financial appraisals via a website; Providing information in the field of financial planning; Providing information in the field of financial stock and equity markets; Providing information in the field of employee financial benefit plans; Providing information in the field of employee financial benefit plans and administration of employee financial benefit plans for clients via the Internet; Providing information on government financial assistance programs; Providing information regarding financial investment strategies; Providing informationcommentary and advice in the field of financefinancial investments and financial valuations; Providing investors with financial information; Providing on-line financial calculators; Providing on-line information in the field of charitable monetary giving through financial and estate planning; Providing post-compliance financial reviews for the mortgage industry; Provision and financial administration of a debit card savings program; Provision of financial information; Provision of financial information relating to the finance industry involved in environmentally focused investments; Provision of a financial exchange for the trading of securitiesshares and options and other derivative products; Strategic financial advisory services; Strategic corporate financial advisory services
Publications
History of USPTO decisions and trademark events.
11 publications found
R.PR
REGISTERED-PRINCIPAL REGISTER
04/22/2025
ETOP
EXTENSION OF TIME TO OPPOSE PROCESS - TERMINATED
03/30/2025
ETOF
EXTENSION OF TIME TO OPPOSE RECEIVED
12/18/2024
NPUB
OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
11/19/2024
PUBO
PUBLISHED FOR OPPOSITION
11/19/2024
NONP
NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
11/13/2024
CNSA
APPROVED FOR PUB - PRINCIPAL REGISTER
10/10/2024
DOCK
ASSIGNED TO EXAMINER
10/03/2024
NWOS
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
08/23/2024
NWAP
NEW APPLICATION ENTERED
03/25/2024
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