FOCUS ON WHAT COUNTS
Live / Registered — Registered — Sections 8 & 15 accepted and acknowledged (as of 10 Jun 2022)
What this means for you
Registered since 15 Nov 2016. 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 (the §8 & §9 renewal is due by 15 Nov 2026, and its filing window is open now).
Record
- Serial number
- 86672809
- Registration number
- 5083135
- Mark type
- Slogan / phrase
- Filed
- 24 Jun 2015
- Published for opposition
- 15 Dec 2015
- Registered
- 15 Nov 2016
- Next maintenance filing
- §8 & §9 renewal, due by 15 Nov 2026 (grace period to 15 May 2027)
- Attorney of record
- Peter Nussbaum
Goods and services
- Class 036 — Insurance and financial services: Advice relating to investments; Consulting pertaining to business valuations; Estate trust planning; Estate trust management; Financial advice, namely, budget planning; Financial consulting and advising in the field of mergers and acquisitions; Financial evaluation, tracking, analysis, forecasting, consultancy, advisory and research services relating to securities and other financial instruments; Financial planning, consulting and management services; Financial services, namely, wealth management services
Owner
- CITRIN COOPERMAN ADVISORS LLC, NEW YORK, NY, US
- Citrin Cooperman & Company, LLP, New York, NY, US
- Citrin Cooperman & Company, LLP, New York, NY, US
- Citrin Cooperman & Company, LLP, New York, NY, US
Board proceedings on this mark
- Extension of Time to Oppose No. 86672809 — BERKADIA PROPRIETARY HOLDING LLC v. Citrin Cooperman & Company, LLP, filed 14 Jan 2016 (Terminated)
Prosecution history
- 15 Nov 2025 — COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
- 14 Apr 2025 — ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY
- 26 Jan 2023 — TEAS CHANGE OF CORRESPONDENCE RECEIVED
- 26 Jan 2023 — ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
- 26 Jan 2023 — TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
- 10 Jun 2022 — NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
- 10 Jun 2022 — REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
- 10 Jun 2022 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
- 22 Dec 2021 — TEAS SECTION 8 & 15 RECEIVED
- 15 Nov 2021 — COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
- 10 Nov 2021 — ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY
- 15 Nov 2016 — REGISTERED-PRINCIPAL REGISTER
- 12 Oct 2016 — NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
- 11 Oct 2016 — ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
- 23 Sept 2016 — STATEMENT OF USE PROCESSING COMPLETE