REGISTERED AND RENEWED
on 04 Nov 2023
Last Applicant/ Owned by
SUITE 900
OAKLAND
CA
946073637
Serial Number
85900938 filed on 10th Apr 2013
Registration Number
4436403 registered on 19th Nov 2013
Correspondent Address
Robert P. Felber, Jr.
Filing Basis
1. filed as use application
2. use application currently
Disclaimer
NO DATA
DIRECT YOUR FUTURE
Regulatory compliance consulting in the field of self-directed, tax-deferred and tax-free investment plans, accounts and trusts Financial record-keeping for regulatory compliance purposes; Financial record-keeping of self-directed, tax-deferred and tax-free investment plans, accounts, and trusts for regulatory compliance purposes; Financial record-keeping and reporting for tax compliance purposes Read More
Classification Information
Class [045]
Personal & Legal & Social Services
Regulatory compliance consulting in the field of self-directed, tax-deferred and tax-free investment plans, accounts and trusts
First Use Date in General
26th Jul 2012
First Use Date in Commerce
26th Jul 2012
Class [041]
Education and Entertainment Services
Education services, namely, conducting classes, seminars, conferences, or workshops in the field of self-directed, tax-deferred and tax-free investment plans, accounts and trusts; Providing online newsletters and blogs featuring information about self-directed, tax-deferred and tax-free investment plans, accounts, and trusts; Education services, namely, providing live and on-line classes and webinars in the field of self-directed, tax-deferred and tax-free investment plans, accounts and trusts
First Use Date in General
26th Jul 2012
First Use Date in Commerce
26th Jul 2012
Class [036]
Insurance & Financial Services
Account administration services, namely, administration of nontraditional and alternative investments for self-directed, tax-deferred and tax-free investment plans, accounts and trusts of others; Third party administration and management of self-directed, tax-deferred and tax-free investment plans, accounts and trusts; Third party administration and management of tax-advantaged investment plans, accounts, and trusts, namely, education savings accounts (ESA) and health savings accounts (HSA); Financial services, namely, administration of transactions involving funds drawn from tax-deferred and tax-free investments in retirement plans and accounts using a credit or debit card over a global data network; Financial services, namely, administration of financial transactions involving funds drawn from self-directed, tax-free and tax-deferred investment plans, account, and trusts
First Use Date in General
26th Jul 2012
First Use Date in Commerce
26th Jul 2012
Class [035]
Advertising, Business & Retail Services
Financial record-keeping for regulatory compliance purposes; Financial record-keeping of self-directed, tax-deferred and tax-free investment plans, accounts, and trusts for regulatory compliance purposes; Financial record-keeping and reporting for tax compliance purposes
First Use Date in General
26th Jul 2012
First Use Date in Commerce
26th Jul 2012
Class [016]
Paper Goods and Printed Material
Publications and printed matter, namely, newsletters, magazines, reports, guides, charts, worksheets, forms, instructional materials, educational materials, bulletins, pamphlets, booklets, posters and leaflets in the field of self-directed, tax-deferred and tax-free investment plans, accounts and trusts
First Use Date in General
26th Jul 2012
First Use Date in Commerce
26th Jul 2012
Mark Details
Serial Number
No 85900938
Mark Type
No Service Mark
Attorney Docket Number
No 829724.81620
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
| Status Date | Action Taken |
|---|---|
| 04th Nov 2023 | REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED |
| 04th Nov 2023 | REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS) |
| 04th Nov 2023 | NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED |
| 21st Oct 2023 | CASE ASSIGNED TO POST REGISTRATION PARALEGAL |
| 24th Apr 2023 | TEAS SECTION 8 & 9 RECEIVED |
| 21st Nov 2022 | TEAS CHANGE OF OWNER ADDRESS RECEIVED |
| 21st Nov 2022 | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
| 21st Nov 2022 | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |
| 21st Nov 2022 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
| 21st Nov 2022 | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED |