REGISTERED
on 30 Apr 2019
Last Applicant/ Owned by
2333 San Ramon Valley Blvd., Ste 200
San Ramon
CA
94583
Serial Number
87505530 filed on 26th Jun 2017
Registration Number
5740441 registered on 30th Apr 2019
Correspondent Address
Brian Beverly
Filing Basis
1. intent to use
2. use application currently
Disclaimer
NO DATA
PWM
Consulting services in the field of design, selection, implementation and use of computer hardware and software systems for others, namely, professionals and businesses; Consulting services in the fields of selection, implementation and use of computer hardware and software systems for others; Computer software consulting financial planning for business owners and high net worth individuals; asse Read More
Classification Information
Class [042]
Computer & Software Services & Scientific Services
Consulting services in the field of design, selection, implementation and use of computer hardware and software systems for others, namely, professionals and businesses; Consulting services in the fields of selection, implementation and use of computer hardware and software systems for others; Computer software consulting
First Use Date in General
31st Dec 2017
First Use Date in Commerce
31st Dec 2017
Class [036]
Insurance & Financial Services
financial planning for business owners and high net worth individuals; asset management and financial management of retirement plans for corporations and high net worth individuals; administration of employee benefit plans for employers concerning insurance and finance; wealth management services; capital investment services; providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement; financial planning and investment advisory services; financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; fund investment consultation; investment services, namely, asset acquisition, consultation, development and management services; providing financial services with respect to securities and other financial instruments and products, namely, trading of and investments in securities and financial instruments and products for others; Investment and financial advisor support services, namely, providing financial management solutions, consultations, and advice, to professionals and businesses in the financial and investment services industries; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; Information, advisory, consultancy and research services relating to finance and investments
First Use Date in General
31st Dec 2017
First Use Date in Commerce
31st Dec 2017
Mark Details
Serial Number
No 87505530
Mark Type
No Service Mark
Attorney Docket Number
No K952A-203A
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 |
|---|---|
| 30th Apr 2024 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED |
| 30th Apr 2019 | REGISTERED-PRINCIPAL REGISTER |
| 23rd Mar 2019 | NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED |
| 22nd Mar 2019 | ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED |
| 21st Feb 2019 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| 21st Feb 2019 | NON-FINAL ACTION E-MAILED |
| 21st Feb 2019 | SU - NON-FINAL ACTION - WRITTEN |
| 24th Jan 2019 | STATEMENT OF USE PROCESSING COMPLETE |
| 24th Jan 2019 | CASE ASSIGNED TO INTENT TO USE PARALEGAL |
| 21st Dec 2018 | NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED |