NOTICE OF ALLOWANCE - ISSUED
issued
on 10 Sep 2024
Last Applicant/ Owned by
3400 Ashton Blvd., Suite 190
Lehi
UT
84043
Serial Number
97049436 filed on 28th Sep 2021
Registration Number
N/A
Correspondent Address
JOHN C. STRINGHAM
Filing Basis
1. intent to use
2. intent to use current
Disclaimer
NO DATA
THE B.O.S.S. SOCIAL SECURITY SOLUTION
Providing online, non-downloadable videos in the field of asset and wealth optimization and management, namely, financial evaluation, investigation, research, assessment, design, analysis, tracking, forecasting, consultancy, and advisory services relating to financial investments, retirement planning, estate planning and financial planning; providing online, non-downloadable audio files in the fie Read More
Classification Information
Class [042]
Computer & Software Services & Scientific Services
Providing online, non-downloadable videos in the field of asset and wealth optimization and management, namely, financial evaluation, investigation, research, assessment, design, analysis, tracking, forecasting, consultancy, and advisory services relating to financial investments, retirement planning, estate planning and financial planning; providing online, non-downloadable audio files in the field of asset and wealth optimization and management, namely, financial evaluation, investigation, research, assessment, design, analysis, tracking, forecasting, consultancy, and advisory services relating to financial investments, retirement planning, estate planning and financial planning
First Use Date in General
N/A
First Use Date in Commerce
N/A
Class [041]
Education and Entertainment Services
Educational services, namely, conducting workshops, seminars and webinars in the field of asset and wealth optimization and management, namely, financial evaluation, investigation, research, assessment, design, analysis, tracking, forecasting, consultancy, and advisory services relating to financial investments, retirement planning, estate planning and financial planning; educational services, namely, the presentation of seminars, lectures, workshops, panel discussions, podcast interviews, public speaking events and ongoing television and radio talk shows all in the field of public interest concerning financial optimization and management, namely, financial evaluation, investigation, research, assessment, design, analysis, tracking, forecasting, consultancy, and advisory services relating to financial investments, retirement planning, estate planning and financial planning; providing online, non-downloadable pre-recorded videos featuring information in the field of asset and wealth optimization and management, namely, financial evaluation, investigation, research, assessment, design, analysis, tracking, forecasting, consultancy, and advisory services relating to financial investments; providing online, non-downloadable pre-recorded videos featuring information in the field of retirement planning, estate planning and financial planning; providing of online non-downloadable books, ebooks, and workbooks in the field of asset and wealth optimization and management, retirement planning, estate planning, financial planning, tax optimization, social security and Medicare
First Use Date in General
N/A
First Use Date in Commerce
N/A
Class [036]
Insurance & Financial Services
Investment management services in the field of asset and wealth optimization and management, namely, financial evaluation, investigation, research, assessment, design, analysis, tracking, forecasting, consultancy, and advisory services relating to financial investments, retirement planning, estate planning and financial planning; financial planning; providing financial services with respect to securities and other financial instruments and products, namely, money management; securities brokerage services; investment management services in the field of private placement of securities; investment management services in the field of initial public offerings; providing financial information in the field of retirement planning; retirement plan administration services; retirement fund investment services; underwriting, issuance and administration of annuities; financial consultation services in the field of annuities; providing financial information by electronic means; financial advisory and consultancy services, namely, the creation of personalized strategies to achieve financial independence; financial strategy services, namely, estate and financial trust planning, probate administration services, charitable giving planning, estate planning; consulting services in the field of health insurance, namely, providing comparison and consultation of Medicare and social security benefits, retirement planning and financial risk assessment
First Use Date in General
N/A
First Use Date in Commerce
N/A
Class [035]
Advertising, Business & Retail Services
Business consultation services in the field of asset and wealth optimization and management, retirement planning, estate planning and financial planning using securities based insurance; business consultation services in the field of social security benefit analysis and strategy; business consultation services in the field of financial strategy; business consultation services in the field of retirement planning; business consultation services in the field of insurance, namely, medicare; on-line retail store services featuring pre-recorded CDs, DVDs, books, workbooks and publications, namely, pamphlets, brochures, newsletters, journals and magazines, all in the field of asset and wealth optimization and management, retirement planning, estate planning and financial planning; tax planning services
First Use Date in General
N/A
First Use Date in Commerce
N/A
Class [016]
Paper Goods and Printed Material
Printed books, workbooks and publications, namely, printed pamphlets, brochures, newsletter, journals and magazines, all in the field of asset and wealth optimization and management, retirement planning, estate planning, financial planning, tax optimization, social security and Medicare
First Use Date in General
N/A
First Use Date in Commerce
N/A
Class [009]
Computer & Software Products & Electrical & Scientific Products
Downloadable reports in the field of asset and wealth optimization and management, social security, retirement planning, financial planning, estate planning and taxes; downloadable reports analyzing financial risks, rates and fees; downloadable reports in the field of tax optimization; downloadable books, ebooks, and workbooks in the field of asset and wealth optimization and management, retirement planning, estate planning, financial planning, tax optimization, social security and Medicare
First Use Date in General
N/A
First Use Date in Commerce
N/A
Mark Details
Serial Number
No 97049436
Mark Type
No Service Mark
Attorney Docket Number
No 17543.32
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 |
|---|---|
| 10th Sep 2024 | NOA E-MAILED - SOU REQUIRED FROM APPLICANT |
| 31st Jul 2024 | EXTENSION OF TIME TO OPPOSE PROCESS - TERMINATED |
| 20th Jun 2024 | EXTENSION OF TIME TO OPPOSE RECEIVED |
| 21st May 2024 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| 21st May 2024 | PUBLISHED FOR OPPOSITION |
| 01st May 2024 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| 16th Apr 2024 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| 28th Mar 2024 | ASSIGNED TO EXAMINER |
| 19th Mar 2024 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| 19th Mar 2024 | CORRESPONDENCE RECEIVED IN LAW OFFICE |