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LEAVE UNCERTAINTY BEHIND
Live/Registered
REGISTERED AND RENEWED

on 10 Feb 2024

Last Applicant/ Owned by

9309 Wimbley Court

Louisville

KY

40241

Serial Number

85426754 filed on 20th Sep 2011

Registration Number

4388685 registered on 20th Aug 2013

in the Principal Register

Correspondent Address

David W. Carrithers

David W. Carrithers

120 W. Stephen Foster Ave, Suite 101

Bardstown,KY 40004

Filing Basis

1. intent to use

2. use application currently

Disclaimer

NO DATA

LEAVE UNCERTAINTY BEHIND

Educational and glossary web page services, namely, providing a website featuring information relating to investment, financial, and retirement planning for clients and prospective clients including individuals, families, estates, companies, small businesses, corporations, and charities; providing financial advice and consultancy services and providing investment advice all for planning, budgeting Read More

Classification Information


Class [041]
Education and Entertainment Services


Educational services, namely, conducting seminars, workshops, and conferences in the fields of investment, finance, financial planning financial portfolio management, financial and retirement planning; arranging and organization of educational conferences in the fields of investment, finance, financial planning financial portfolio management, financial and retirement planning; publication of printed media, namely, articles, white papers, pamphlets, computer generated presentation papers, and publications in the nature of books, pamphlets, newsletters, and brochures relating to investment, financial, and retirement planning;entertainment, namely, providing a continuing news show relating to investment and financial planning broadcast over radio; participation in a radio show relating to investment and financial planning, namely, providing entertainment in the nature of live radio personality performances


First Use Date in General

01st Feb 2012

First Use Date in Commerce

01st Feb 2012

Class [036]
Insurance & Financial Services


Educational and glossary web page services, namely, providing a website featuring information relating to investment, financial, and retirement planning for clients and prospective clients including individuals, families, estates, companies, small businesses, corporations, and charities; providing financial advice and consultancy services and providing investment advice all for planning, budgeting and developing financial resources for clients utilizing investments in stocks, bonds, CDs, mutual funds, exchange traded funds, index accounts, retirement planning, 401 K and other retirement plans, managed portfolios, REITS, unit investment trusts, fixed annuities, fixed indexed annuities, variable annuities, options, commodities, futures and other securities, and indices of same; financial planning, financial analysis, income planning, estate planning, investment planning and retirement planning, and implementation of strategies, namely, financial investment brokerage;insurance consultation, recommendation, and implementation, namely, insurance advisory, consultation and brokerage services for investment, retirement or budgeting purposes for clients or prospective clients; financial planning for retirement for clients and prospective clients; investment consultation for clients and prospective clients; investment management for clients or prospective clients; investment advisory services for clients or prospective clients; investment services, namely, financial advising services, for clients or prospective clients; financial advice for clients or prospective clients; financial analysis and research services for clients or prospective clients; financial evaluation for insurance purposes for clients or prospective clients; financial planning and advisory services, namely, creation of personalized strategies to achieve financial goals for clients or prospective clients; financial portfolio analyses services for clients or prospective clients; financial service providers and consultants utilizing investment advisor services, namely, providing investment advice for planning and development of financial resources for clients utilizing investments in stocks,bonds, CDs, mutual funds, exchange traded funds, index accounts, retirement planning, managed portfolios, REITS, unit investment trusts, and variable annuities; financial planning, financial analysis and implementation of strategies, namely, capital investment services all for use in connection with investment planning and financial portfolio analyses services for clients or prospective clients; financial evaluation for insurance; financial sponsorship of radio show relating to investment and financial planning


First Use Date in General

01st Feb 2012

First Use Date in Commerce

01st Feb 2012

Mark Details


Serial Number

No 85426754

Mark Type

No Service Mark

Attorney Docket Number

No AP0182011.3

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
10th Feb 2024CASE ASSIGNED TO POST REGISTRATION PARALEGAL
10th Feb 2024REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
10th Feb 2024REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
10th Feb 2024NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
16th Aug 2023TEAS SECTION 8 & 9 RECEIVED
27th Sep 2019CASE ASSIGNED TO POST REGISTRATION PARALEGAL
27th Sep 2019REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
27th Sep 2019NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - MAILED
20th Aug 2019TEAS SECTION 8 & 15 RECEIVED
20th Aug 2013REGISTERED-PRINCIPAL REGISTER