REGISTERED AND RENEWED
on 31 Oct 2024
Last Applicant/ Owned by
9309 Wimbley Court
Louisville
KY
40241
Serial Number
85449818 filed on 18th Oct 2011
Registration Number
4580505 registered on 05th Aug 2014
Correspondent Address
David W. Carrithers
Filing Basis
1. intent to use
2. use application currently
Disclaimer
NO DATA
Logo Mark Trademark Information
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; 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 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 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 85449818
Mark Type
No Service Mark
Attorney Docket Number
No AP0182011.4
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)
03.01.01 -
Lions
03.01.18 -
03.01.21 -
24.01.02 -
Shields or crests with figurative elements contained therein or superimposed thereon
Legal History
| Status Date | Action Taken |
|---|---|
| 31st Oct 2024 | NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED |
| 31st Oct 2024 | REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS) |
| 31st Oct 2024 | REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED |
| 31st Oct 2024 | CASE ASSIGNED TO POST REGISTRATION PARALEGAL |
| 05th Aug 2024 | TEAS SECTION 8 & 9 RECEIVED |
| 05th Aug 2023 | COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED |
| 25th Sep 2020 | REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK. |
| 25th Sep 2020 | NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED |
| 24th Sep 2020 | CASE ASSIGNED TO POST REGISTRATION PARALEGAL |
| 28th Jul 2020 | TEAS SECTION 8 & 15 RECEIVED |