Serial 87487242

Live / Registered — Registered — Sections 8 & 15 accepted and acknowledged (as of 11 Jul 2024)

What this means for you

Registered since 12 Jun 2018. 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 12 Jun 2028: the §8 & §9 renewal).

Record

Serial number
87487242
Registration number
5493679
Mark type
Design / logo
Filed
14 Jun 2017
Published for opposition
02 Jan 2018
Registered
12 Jun 2018
Next maintenance filing
§8 & §9 renewal, due by 12 Jun 2028 (grace period to 12 Dec 2028)
Attorney of record
Evan P. Everist

Goods and services

  • Class 035 — Advertising and business services: Tax preparation
  • Class 036 — Insurance and financial services: Trust services, namely, investment and trust company services; personal trustee services; financial trust administration, namely, estate trust administration and estate trust management services; fiduciary representative services; financial trust operations; trust management accounts; trusteeship representative services; investment advisory, consultation, and management services; financial portfolio management services; fiduciary tax payment processing services; financial and investment consultation services; financial trust administration, namely, foundation and endowment trust administration; financial management and financial planning services in connection with foundation and endowment trusts; trustee services; financial custodial services, namely, financial custody services in the nature of maintaining possession of financial assets for others for financial management purposes; financial guardianship and financial conservatorship services, namely, financial management for persons deemed incapable; financial services in the nature of estate settlement services; custody services relating to financial assets, namely, financial custody services in the nature of maintaining possession of financial assets for others for financial management purposes; insurance consultation; bill payment services; providing online trust services, namely, investment and trust company services provided via a global computer or communication network; providing financial information for others, namely, trust management account and financial account information, trust account balances, and trust account portfolio information

Owner

Prosecution history

  • 11 Jul 2024 — NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
  • 11 Jul 2024 — REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
  • 11 Jul 2024 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
  • 28 Dec 2023 — TEAS SECTION 8 & 15 RECEIVED
  • 12 Jun 2023 — COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
  • 12 Jun 2018 — REGISTERED-PRINCIPAL REGISTER
  • 08 May 2018 — NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
  • 07 May 2018 — ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
  • 04 May 2018 — STATEMENT OF USE PROCESSING COMPLETE
  • 16 Apr 2018 — USE AMENDMENT FILED
  • 04 May 2018 — CASE ASSIGNED TO INTENT TO USE PARALEGAL
  • 16 Apr 2018 — TEAS STATEMENT OF USE RECEIVED
  • 27 Feb 2018 — NOA E-MAILED - SOU REQUIRED FROM APPLICANT
  • 02 Jan 2018 — OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
  • 02 Jan 2018 — PUBLISHED FOR OPPOSITION

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