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B
Live/Pending
PUBLISHED FOR OPPOSITION

on 10 Dec 2024

Last Applicant/ Owned by

1745 S. Naperville Road, Suite 200

Wheaton

IL

60189

Serial Number

97387933 filed on 29th Apr 2022

Registration Number

N/A

Correspondent Address

Michael D. Fishman

Michael D. Fishman FISHMAN STEWART PLLC

TROY, MI 48098

United States

Filing Basis

1. filed as use application

2. use application currently

Disclaimer

NO DATA

B

Providing online non-downloadable software permitting users to manage and access investments, manage and access client account information, and manage, store, access and communicate regarding financial, investment, regulatory compliance, marketing, educational, and other related information and documentation in the fields of financial planning, investment and asset management, investment and finan Read More

Classification Information


Class [042]
Computer & Software Services & Scientific Services


Providing online non-downloadable software permitting users to manage and access investments, manage and access client account information, and manage, store, access and communicate regarding financial, investment, regulatory compliance, marketing, educational, and other related information and documentation in the fields of financial planning, investment and asset management, investment and finance; and providing an online portal in the nature of a website featuring technology that permits users to manage and access investments, manage and access client account information, and manage, store and access and communicate regarding financial, investment, regulatory compliance, marketing, educational, and other related information and documentation in the fields of financial planning, investment and asset management, investment and finance


First Use Date in General

30th Nov 2013

First Use Date in Commerce

30th Nov 2013

Class [041]
Education and Entertainment Services


Educational services, namely, providing training and non-downloadable webinars in the fields of financial planning, investment and asset management, investment and finance; instruction in the fields of financial planning, investment and asset management, investment and finance; providing online non-downloadable videos in the fields of financial planning, investment and asset management, investment and finance


First Use Date in General

30th Nov 2013

First Use Date in Commerce

30th Nov 2013

Class [036]
Insurance & Financial Services


Financial advisory and consultancy services; financial planning; investment management and financial asset management; providing financial information, financial investment information, annuity investment information and insurance information


First Use Date in General

30th Nov 2013

First Use Date in Commerce

30th Nov 2013

Class [035]
Advertising, Business & Retail Services


Business management consulting and advisory services in the fields of financial planning, investment and asset management; business management consulting and advisory services provided to financial and investment advisors; online business directories featuring financial and investment advisors; marketing services and marketing consulting services in the fields of financial planning, investment and asset management; marketing services and marketing consulting services provided to financial and investment advisors; and providing referrals in the field of financial and investment advisors


First Use Date in General

30th Nov 2013

First Use Date in Commerce

30th Nov 2013

Mark Details


Serial Number

No 97387933

Mark Type

No Service Mark

Attorney Docket Number

No 67333-0234

44D Filed

No

44D Current

No

44E filed

No

44E Current

No

66A Filed

No

66A Current

No

Current Basis

No

No Basis

No

Design Code(s)

26.09.21 -

Squares that are completely or partially shaded

Legal History


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Status DateAction Taken
10th Dec 2024OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
10th Dec 2024PUBLISHED FOR OPPOSITION
04th Dec 2024NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
18th Nov 2024APPROVED FOR PUB - PRINCIPAL REGISTER
12th Nov 2024TEAS REQUEST FOR RECONSIDERATION RECEIVED
12th Nov 2024TEAS/EMAIL CORRESPONDENCE ENTERED
12th Nov 2024CORRESPONDENCE RECEIVED IN LAW OFFICE
13th Aug 2024APPLICATION EXTENSION TO RESPONSE PERIOD - RECEIVED
13th Aug 2024APPLICATION EXTENSION GRANTED/RECEIPT PROVIDED
15th May 2024NOTIFICATION OF SUBSEQUENT FINAL EMAILED