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ADVICE. BEYOND INVESTING.
Live/Registered
REGISTERED AND RENEWED

on 16 Mar 2024

Last Applicant/ Owned by

BAHNHOFSTRASSE 45

ZURICH

CH

8001

Serial Number

85873929 filed on 12th Mar 2013

Registration Number

4435544 registered on 19th Nov 2013

in the Principal Register

Correspondent Address

Patrick J. Jennings

Filing Basis

1. filed as use application

2. use application currently

Disclaimer

NO DATA

ADVICE. BEYOND INVESTING.

Financial services, namely, wealth management services; checking account services; bill payment services; electronic payment services involving electronic processing and subsequent transmission of bill payment data; money transfer; electronic funds transfer; providing electronic processing of electronic funds transfer, ACH, credit card, debit card, electronic check and electronic payments; financi Read More

Classification Information


Class [036]
Insurance & Financial Services


Financial services, namely, wealth management services; checking account services; bill payment services; electronic payment services involving electronic processing and subsequent transmission of bill payment data; money transfer; electronic funds transfer; providing electronic processing of electronic funds transfer, ACH, credit card, debit card, electronic check and electronic payments; financial retirement plan consulting services; financial planning for retirement; commercial lending services; consumer lending services; mortgage lending; issuing letters of credit; investment advisory services; monetary exchange; financial exchange; foreign exchange transactions; trust services, namely, investment and trust company services; financial trust planning; philanthropic services concerning monetary donations; financial asset management; life insurance consulting; estate planning; trustee services; banking and investment banking services; financial consulting; and financial planning


First Use Date in General

30th Sep 2012

First Use Date in Commerce

30th Sep 2012

Mark Details


Serial Number

No 85873929

Mark Type

No Service Mark

Attorney Docket Number

No 92005-421178

44D Filed

No

44D Current

No

44E filed

No

44E Current

No

66A Filed

No

66A Current

No

Current Basis

No

No Basis

No

Legal History


Show more

Status DateAction Taken
16th Mar 2024NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
16th Mar 2024REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
16th Mar 2024REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
16th Mar 2024CASE ASSIGNED TO POST REGISTRATION PARALEGAL
10th Oct 2023TEAS SECTION 8 & 9 RECEIVED
19th Nov 2022COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
18th Sep 2019NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
18th Sep 2019REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
11th Sep 2019TEAS RESPONSE TO OFFICE ACTION-POST REG RECEIVED
11th Sep 2019POST REGISTRATION ACTION MAILED - SEC. 8 & 15