SECTION 8 & 15-ACCEPTED AND ACKNOWLEDGED
accepted and acknowledged
on 28 Jan 2023
Last Applicant/ Owned by
One Franklin Parkway
San Mateo
CA
944031906
Serial Number
87247614 filed on 24th Nov 2016
Registration Number
5243091 registered on 11th Jul 2017
Correspondent Address
Jordan Arnot Leahey
Filing Basis
1. intent to use
2. use application currently
Disclaimer
NO DATA
GIVE A GIFT. GROW A DREAM
Advice relating to investments; Establishing mutual funds for others; Financial analysis and consultation; Financial exchange; Financial information and advisory services; Financial management; Financial planning; [ Financial planning services, namely, developing and managing charitable giving programs on behalf of wealthy individuals or families; ] Financial planning and investment advisory servi Read More
Classification Information
Class [035]
Advertising, Business & Retail Services
Advertising, marketing and promotion services in the field of college savings; Promoting public awareness of the need for funding college savings accounts; Promotion and marketing services and related consulting in the field of college savings
First Use Date in General
28th Jan 2017
First Use Date in Commerce
28th Jan 2017
Class [036]
Insurance & Financial Services
Advice relating to investments; Establishing mutual funds for others; Financial analysis and consultation; Financial exchange; Financial information and advisory services; Financial management; Financial planning; [ Financial planning services, namely, developing and managing charitable giving programs on behalf of wealthy individuals or families; ] Financial planning and investment advisory services; Financial services, namely, savings programs for youths; Financial valuations; Financial advisory and consultancy services; Financial portfolio management; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; Financial services, namely, investment fund transfer and transaction services; [ Financial services, namely, a total portfolio offering for high net worth clients consisting of both separate accounts and mutual funds for equity and fixed income investments; Financial services, namely, operation and management of hedge funds, commodity pools and other collective investment vehicles, and trading for others of securities, options, futures, derivatives, debt instruments and commodities; ] Fund investment consultation; Funds investment; [ Hedge fund investment services; ] Investment consultation; Investment advisory services; Investment management; Mutual fund advisory services; Mutual fund distribution; Mutual fund investment; [ Mutual funds and capital investment; Transfer agency services rendered to issuers of investment securities ]
First Use Date in General
28th Jan 2017
First Use Date in Commerce
28th Jan 2017
Specimens
Mark Details
Serial Number
No 87247614
Mark Type
No Service Mark
Attorney Docket Number
No
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 |
|---|---|
| 28th Jan 2023 | NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED |
| 28th Jan 2023 | REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK. |
| 28th Jan 2023 | CASE ASSIGNED TO POST REGISTRATION PARALEGAL |
| 11th Jul 2022 | TEAS SECTION 8 & 15 RECEIVED |
| 11th Jul 2022 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED |
| 17th Mar 2022 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
| 17th Mar 2022 | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |
| 17th Mar 2022 | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
| 11th Jul 2017 | REGISTERED-PRINCIPAL REGISTER |
| 07th Jun 2017 | NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED |