Serial 77258366

Live / Registered — Registered and renewed (as of 18 Apr 2018)

What this means for you

Registered since 30 Sept 2008. The owner can stop confusingly similar uses in the classes it covers; it stays on the register as long as the owner keeps up the maintenance filings (next due by 30 Sept 2028: the §8 & §9 renewal).

Record

Serial number
77258366
Registration number
3507258
Mark type
Design / logo
Filed
17 Aug 2007
Published for opposition
15 Jul 2008
Registered
30 Sept 2008
Current term from
30 Sept 2018
Next maintenance filing
§8 & §9 renewal, due by 30 Sept 2028 (grace period to 30 Mar 2029)
Attorney of record
Glenn K. Robbins II

Goods and services

  • Class 016 — Paper goods and printed matter: Newsletters in the fields of finance and investments; printed informational brochures and educational materials in the areas of investing, investments, financial strategies and planning, asset management, educational savings, retirement planning, and tax issues
  • Class 036 — Insurance and financial services: Financial services, namely, providing brokerage, distribution, and investment management services for mutual funds, stocks, bonds, other securities, commingled trusts, separate investment accounts for businesses, retirement accounts, and college savings plans; investment brokerage and management services, asset management services, and investment consultation services for institutional investors and individuals; investment management services provided to financial advisors; investment tracking and investment analysis services; providing financial news and information to individual and institutional investors and financial advisors about investing, investments, financial strategies and planning, asset management, educational savings, and retirement planning
  • Class 041 — Education and entertainment services: Educational services, namely, providing presentations to individual and institutional investors and financial advisors about investing, investments, financial strategies and planning, asset management, educational savings, retirement planning, and tax issues
  • Class 042 — Scientific and technological services: Investment decision-making tools and calculators, namely, providing temporary use of on-line non-downloadable interactive computer software for investment and financial analysis that allows users to input data into the tools and calculators and download a PDF, which presents a report of the results of the tools and calculators, all via a global communication network; providing temporary use of on-line non-downloadable interactive computer software that allows users to buy, sell, exchange, and manage investments, and download receipts and reports reflecting such transactions, all via a global communication network

Owner

Prior registrations

Prosecution history

  • 18 Apr 2018 — NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
  • 18 Apr 2018 — REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
  • 18 Apr 2018 — REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
  • 14 Apr 2018 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
  • 03 Apr 2018 — TEAS SECTION 8 & 9 RECEIVED
  • 30 Sept 2017 — COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
  • 18 Sept 2014 — NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
  • 18 Sept 2014 — REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
  • 18 Sept 2014 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
  • 08 Sept 2014 — TEAS SECTION 8 & 15 RECEIVED
  • 30 Sept 2008 — REGISTERED-PRINCIPAL REGISTER
  • 15 Jul 2008 — PUBLISHED FOR OPPOSITION
  • 25 Jun 2008 — NOTICE OF PUBLICATION
  • 09 Jun 2008 — LAW OFFICE PUBLICATION REVIEW COMPLETED
  • 09 Jun 2008 — ASSIGNED TO LIE

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