REGISTERED
on 26 Sep 2023
Last Applicant/ Owned by
1 S. Washington Street, Suite 130
Rochester
NY
14614
Serial Number
90845172 filed on 23rd Jul 2021
Registration Number
7172208 registered on 26th Sep 2023
Filing Basis
1. intent to use
2. filed as use application
3. use application currently
Disclaimer
NO DATA
Logo Mark Trademark Information
Financial consultation relating to financial investment, wealth evaluation, wealth creation, wealth building and wealth management strategies; providing information and advice in the fields of aligning financial goals with life goals; providing a website featuring information in the fields of wealth management, financial planning and financial investing; financial research and financial analysis i Read More
Classification Information
Class [041]
Education and Entertainment Services
Educational services, namely, providing classes, seminars and workshops, and the corresponding course materials used therein, in the fields of wealth and financial education; arranging of seminars in the field of financial management; financial education services, namely, providing classes, instruction, online non-downloadable webinars, seminars, workshops, and podcasts in the field of finance and distribution of course material in connection therewith; providing a website featuring non-downloadable videos and audio recordings featuring information and interviews in the fields of finance and wealth management
First Use Date in General
30th Apr 2020
First Use Date in Commerce
30th Apr 2020
Class [036]
Insurance & Financial Services
Financial consultation relating to financial investment, wealth evaluation, wealth creation, wealth building and wealth management strategies; providing information and advice in the fields of aligning financial goals with life goals; providing a website featuring information in the fields of wealth management, financial planning and financial investing; financial research and financial analysis in the nature of financial and investment analyses, securities research, wealth planning, asset and portfolio management, evaluation, tracking, forecasting, consultancy, advisory, and risk management relating to securities and other financial instruments; financial asset management; strategic and tactical financial advisory services; providing financial and investment advice, personalized wealth management strategies, and insurance consultation to individuals and businesses relating to general finances, retirement, estates, college tuition, and investment management; financial consulting and financial planning services provided to individuals on a fee basis; wealth advisory services for individuals in the nature of wealth management services; personal financial consulting; fiduciary investment advisory services; personal financial consulting services; financial services, namely, personal estate planning and financial retirement planning for individuals; financial advisory services in the field of financial wellness information; providing financial wellness information for the purpose of informing retirement plan design; financial research in the field of financial wellness that may inform retirement plan design; financial data analysis for the purpose of informing retirement plan design; providing financial advice and guidance for the purpose of informing retirement plan design; in-person financial planning services; financial management; financial portfolio analysis services
First Use Date in General
30th Apr 2020
First Use Date in Commerce
30th Apr 2020
Specimens
Mark Details
Serial Number
No 90845172
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
Design Code(s)
18.09.01 -
Airplanes, including gliders, propeller and jet-powered planes, ultra lights
24.15.01 -
Arrows forming a circle or an arc of a circle
24.15.10 -
More than one arrow
Legal History
| Status Date | Action Taken |
|---|---|
| 26th Sep 2023 | REGISTERED-PRINCIPAL REGISTER |
| 26th Sep 2023 | NOTICE OF REGISTRATION CONFIRMATION EMAILED |
| 21st Aug 2023 | CASE ASSIGNED TO INTENT TO USE PARALEGAL |
| 21st Aug 2023 | 1(B) BASIS DELETED; PROCEED TO REGISTRATION |
| 30th Jun 2023 | TEAS POST PUBLICATION AMENDMENT RECEIVED |
| 30th Jun 2023 | NOTICE OF ALLOWANCE CANCELLED |
| 30th May 2023 | NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED |
| 26th May 2023 | SOU TEAS EXTENSION RECEIVED |
| 26th May 2023 | SOU EXTENSION 1 FILED |
| 26th May 2023 | SOU EXTENSION 1 GRANTED |