CANCELLED - SECTION 8
section 8
on 28 Jan 2022
Last Applicant/ Owned by
29 Sawyer Road
Waltham
MA
02453
Serial Number
85974364 filed on 01st Jul 2013
Registration Number
4777765 registered on 21st Jul 2015
Filing Basis
1. use application currently
Disclaimer
NO DATA
RIA-ONLY DOESN'T MEAN RIA ALONE
Investment advisory services; providing investment, financial and financial asset management advice; financial planning and financial consulting services Providing centralized business support for a network of independent investment advisors, namely, centralized account billing, preparation and dissemination of periodic asset-holdings statements, and preparation and dissemination of market report Read More
Classification Information
Class [035]
Advertising, Business & Retail Services
Providing centralized business support for a network of independent investment advisors, namely, centralized account billing, preparation and dissemination of periodic asset-holdings statements, and preparation and dissemination of market reports; providing marketing support for independent investment advisors, by creating and designing web-based and paper-based promotional materials for dissemination by independent investment advisors to their clients and supplying paper-based marketing materials for dissemination by independent investment advisors to their clients; providing investment market research support and analysis for independent investment advisors
First Use Date in General
08th May 2015
First Use Date in Commerce
08th May 2015
Class [036]
Insurance & Financial Services
Investment advisory services; providing investment, financial and financial asset management advice; financial planning and financial consulting services
First Use Date in General
08th May 2015
First Use Date in Commerce
08th May 2015
Class [045]
Personal & Legal & Social Services
Providing regulatory compliance support to independent investment advisors, namely, compliance consulting services that assist investment advisors in ensuring that they are operating within federal and state securities and investment advisor-related laws and regulations
First Use Date in General
08th May 2015
First Use Date in Commerce
08th May 2015
Mark Details
Serial Number
No 85974364
Mark Type
No Service Mark
Attorney Docket Number
No 2013-402
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 |
|---|---|
| 28th Jan 2022 | CANCELLED SEC. 8 (6-YR) |
| 21st Jul 2015 | REGISTERED-PRINCIPAL REGISTER |
| 19th Jun 2015 | NOTICE OF ACCEPTANCE OF STATEMENT OF USE MAILED |
| 18th Jun 2015 | ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED |
| 09th Jun 2015 | STATEMENT OF USE PROCESSING COMPLETE |
| 04th Jun 2015 | CASE ASSIGNED TO INTENT TO USE PARALEGAL |
| 11th May 2015 | USE AMENDMENT FILED |
| 11th May 2015 | TEAS STATEMENT OF USE RECEIVED |
| 11th Nov 2014 | NOA MAILED - SOU REQUIRED FROM APPLICANT |
| 16th Sep 2014 | PUBLISHED FOR OPPOSITION |