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ONE MISSION. MANY SOLUTIONS.
Live/Registered
REGISTERED AND RENEWED

on 02 Jul 2019

Last Applicant/ Owned by

11120 N TATUM BLVD STE 101

PHOENIX

AZ

85028

Serial Number

77268906 filed on 30th Aug 2007

Registration Number

3761552 registered on 16th Mar 2010

in the Principal Register

Correspondent Address

Thomas R. Lofy

Thomas R. Lofy

11120 N TATUM BLVD STE 101

PHOENIX, AZ 85028-1628

Filing Basis

1. intent to use

2. use application currently

Disclaimer

NO DATA

ONE MISSION. MANY SOLUTIONS.

Agencies or brokerage for trading of securities, securities index futures, securities options, and overseas market securities futures; Brokerage of shares or stocks and other securities; Brokerage of shares and other securities; Administration of employee benefit plans concerning insurance and finance; Estate trust management; Financial trust operations; Trust management accounts; Trust services, Read More

Classification Information


Class [036]
Insurance & Financial Services


Agencies or brokerage for trading of securities, securities index futures, securities options, and overseas market securities futures; Brokerage of shares or stocks and other securities; Brokerage of shares and other securities; Administration of employee benefit plans concerning insurance and finance; Estate trust management; Financial trust operations; Trust management accounts; Trust services, namely, investment and trust company services; Investment services, namely, asset acquisition, consultation, development and management services; Advice relating to investments; 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; Fund investment consultation; Investment advice; Investment advisory services; Investment brokerage; Financial administration of retirement plans; Financial planning for retirement; Insurance agency and brokerage


First Use Date in General

30th Apr 2009

First Use Date in Commerce

30th Apr 2009

Class [035]
Advertising, Business & Retail Services


[ Assistance, advisory services and consultancy with regard to business planning, business analysis, business management, and business organization; Business acquisition and merger consultation; Business acquisitions consultation; Tracking and monitoring insurance compliance; Acquisition and merger consultation; Advertising and business management consultancy; Business consultation services; Income tax consultation; Income tax preparation; Tax advisory services; Tax and taxation planning, advice, information and consultancy services; Tax consultation; Assistance with business management and planning ]


First Use Date in General

30th Apr 2009

First Use Date in Commerce

30th Apr 2009

Class [045]
Personal & Legal & Social Services


[ Legal services; Attorney services ]


First Use Date in General

30th Apr 2009

First Use Date in Commerce

30th Apr 2009

Mark Details


Serial Number

No 77268906

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


Show more

Status DateAction Taken
02th Jul 2019REGISTERED - SEC. 9 GRANTED/CHECK RECORD FOR SEC. 8
02th Jul 2019NOTICE OF ACCEPTANCE OF SEC. 8 - E-MAILED
02th Jul 2019REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
02th Jul 2019REGISTERED - PARTIAL SEC. 8 (10-YR) ACCEPTED
28th Jun 2019TEAS SECTION 8 & 9 RECEIVED
16th Mar 2019COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
15th Apr 2015NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
15th Apr 2015REGISTERED - PARTIAL SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
14th Apr 2015CASE ASSIGNED TO POST REGISTRATION PARALEGAL
01st Apr 2015TEAS SECTION 8 & 15 RECEIVED