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FIDUCIAR(EASE)
Live/Registered
REGISTERED

on 04 Apr 2023

Last Applicant/ Owned by

310 N. Westlake Blvd., Suite 120

Westlake Village

CA

91362

Serial Number

97118835 filed on 10th Nov 2021

Registration Number

7020539 registered on 04th Apr 2023

in the Principal Register

Correspondent Address

Jonathan Pearce

Jonathan Pearce

310 N. WESTLAKE BLVD., SUITE 120

WESTLAKE VILLAGE, CA 91362

Filing Basis

1. intent to use

2. use application currently

Disclaimer

NO DATA

FIDUCIAR(EASE)

Capital investment; consultancy of capital investment; financial administration of retirement plans; financial administration of employee retirement plans employing a fiduciary evaluation system; financial advisory and consultancy services; financial analysis; financial consultation; financial consultation in the field of maintenance, recordkeeping, and fiduciary operations on behalf of businesses Read More

Classification Information


Class [036]
Insurance & Financial Services


Capital investment; consultancy of capital investment; financial administration of retirement plans; financial administration of employee retirement plans employing a fiduciary evaluation system; financial advisory and consultancy services; financial analysis; financial consultation; financial consultation in the field of maintenance, recordkeeping, and fiduciary operations on behalf of businesses for their employees so as to comply with financial regulatory requirements; financial consulting; financial custody services, namely, maintaining possession of financial assets for others for financial management purposes; financial due diligence; financial information and advisory services; financial information processing; financial information provided by electronic means in the field of securities trading, investments, employee retirement plans; financial portfolio analysis services; financial retirement plan consulting services; financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; investment of funds; management of portfolios comprising securities; providing financial assessment services to fiduciaries and employers related to financial offerings on behalf of their employees; providing financial information services to fiduciaries and employers related to financial offerings on behalf of their employees; providing information in the field of employee financial benefit plans; providing information in the field of employee financial benefit plans and administration of employee financial benefit plans for clients via the internet; providing investors with financial information


First Use Date in General

01st Aug 2021

First Use Date in Commerce

01st Aug 2021

Specimens


FIDUCIAR(EASE) specimen

Mark Details


Serial Number

No 97118835

Mark Type

No Service Mark

Attorney Docket Number

No 3205.T21M54

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
04th Apr 2023NOTICE OF REGISTRATION CONFIRMATION EMAILED
04th Apr 2023REGISTERED-PRINCIPAL REGISTER
28th Feb 2023NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
27th Feb 2023ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
24th Feb 2023STATEMENT OF USE PROCESSING COMPLETE
23rd Feb 2023CASE ASSIGNED TO INTENT TO USE PARALEGAL
01st Feb 2023USE AMENDMENT FILED
01st Feb 2023TEAS STATEMENT OF USE RECEIVED
31st Jan 2023NOA E-MAILED - SOU REQUIRED FROM APPLICANT
06th Dec 2022PUBLISHED FOR OPPOSITION