HS HERITAGE STRATEGIES LLC - Trademark Details
Status: 700 - Registered
Serial Number
86614595
Registration Number
4967529
Word Mark
HS HERITAGE STRATEGIES LLC
Status
700 - Registered
Status Date
2016-05-31
Filing Date
2015-04-29
Registration Number
4967529
Registration Date
2016-05-31
Mark Drawing
3000 - Illustration: Drawing or design which also includes word(s)/ letter(s)/number(s)
Typeset
Design Searches
260107, 260121, 261713 - Circles with a decorative border, including scalloped, ruffled and zig-zag edges. Circles that are totally or partially shaded. Letters or words underlined and/or overlined by one or more strokes or lines.
Published for Opposition Date
2016-03-15
Attorney Name
Law Office Assigned Location Code
L60
Employee Name
NELSON, EDWARD H
Statements
In Another Form Statement
The mark was first used anywhere in a different form other than that sought to be registered at least as early as 00/00/2008
In Another Form Statement
The mark was first used in commerce in a different form other than that sought to be registered at least as early as 00/00/2008
In Another Form Statement
The mark was first used anywhere in a different form other than that sought to be registered at least as early as 00/00/2008.
In Another Form Statement
The mark was first used in commerce in a different form other than that sought to be registered at least as early as 00/00/2008.
Indication of Colors claimed
Color is not claimed as a feature of the mark.
Disclaimer with Predetermined Text
"STRATEGIES LLC"
Description of Mark
The mark consists of the word "HERITAGE" above the terms "STRATEGIES LLC", separated by a horizontal line. To the left of the wording appears the letters "HS" inside a picture of a wax stamp.
Goods and Services
Print publications, namely, books in the field of financial planning and management, insurance planning and management, annuities planning and management, life and retirement planning and management, investment planning and management, tax planning, mutual fund investments, estate planning, long-term care, charitable planning, fundraising, faith, family, health and wellness
Goods and Services
Assistance, advice, and consultancy with regard to business practice and business management, business succession planning, tax planning
Goods and Services
Assistance, advice, and consultancy with regard to financial planning and financial analysis in the field of finances, financial management, the acquisition of income and capital, debt and credit management, investment advisory services, financial asset protection, and insurance advising and consulting services; Consulting services in the field of state and federal employee benefit plans concerning finance and insurance; Consulting and information concerning insurance; Financial advisory and consultancy services; Financial analysis and consultation; Financial information and advisory services; Financial consulting services, namely, expert analysis in finance; Financial planning consultation; Financial planning, namely, the creation of personalized strategies to achieve financial independence; Financial planning; Investment advisory services; Financial services, namely, savings programs for individuals and administration of savings programs; On-line financial planning services; Providing a web site featuring financial information and financial advice; Providing information and advice in the field of finance, financial valuations, the financial aspects of retirement, debt and credit management, financial asset protection, and insurance advisory and consulting services; Providing information in the field of finance and insurance; Strategic financial advisory services; Advice and consultancy with regard to estate planning; Providing information and advice in the field of estate planning
Classification Information
International Class
016 - Paper, cardboard and goods made from these materials, not included in other classes; printed matter; bookbinding material; photographs; stationery; adhesives for stationery or household purposes; artists' materials; paint brushes; typewriters and office requisites (except furniture); instructional and teaching material (except apparatus); plastic materials for packaging (not included in other classes); playing cards; printers' type; printing blocks. - Paper, cardboard and goods made from these materials, not included in other classes; printed matter; bookbinding material; photographs; stationery; adhesives for stationery or household purposes; artists' materials; paint brushes; typewriters and office requisites (except furniture); instructional and teaching material (except apparatus); plastic materials for packaging (not included in other classes); playing cards; printers' type; printing blocks.
US Class Codes
002, 005, 022, 023, 029, 037, 038, 050
Class Status Code
6 - Active
Class Status Date
2015-05-11
Primary Code
016
First Use Anywhere Date
2012-01-00
First Use In Commerce Date
2012-01-00
International Class
035 - Advertising; business management; business administration; office functions. - Advertising; business management; business administration; office functions.
US Class Codes
100, 101, 102
Class Status Code
6 - Active
Class Status Date
2015-12-28
Primary Code
035
First Use Anywhere Date
2012-01-00
First Use In Commerce Date
2012-01-00
International Class
036 - Insurance; financial affairs; monetary affairs; real estate affairs. - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes
100, 101, 102
Class Status Code
6 - Active
Class Status Date
2015-05-11
Primary Code
036
First Use Anywhere Date
2012-01-00
First Use In Commerce Date
2012-01-00
Current Trademark Owners
Party Name
Party Type
30 - Original Registrant
Legal Entity Type
16 - Limited Liability Company
Address
Please log in with your Justia account to see this address.
Trademark Owner History
Party Name
Party Type
30 - Original Registrant
Legal Entity Type
16 - Limited Liability Company
Address
Please log in with your Justia account to see this address.
Party Name
Party Type
20 - Owner at Publication
Legal Entity Type
16 - Limited Liability Company
Address
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Party Name
Party Type
10 - Original Applicant
Legal Entity Type
16 - Limited Liability Company
Address
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Correspondences
Name
SARA M. DORCHAK
Address
Please log in with your Justia account to see this address.
Trademark Events
| Event Date | Event Description |
| 2015-05-02 | NEW APPLICATION ENTERED IN TRAM |
| 2015-05-11 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED IN TRAM |
| 2015-05-12 | NOTICE OF DESIGN SEARCH CODE E-MAILED |
| 2015-08-10 | ASSIGNED TO EXAMINER |
| 2015-08-17 | PRIORITY ACTION WRITTEN |
| 2015-08-17 | PRIORITY ACTION E-MAILED |
| 2015-08-17 | NOTIFICATION OF PRIORITY ACTION E-MAILED |
| 2015-12-04 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| 2015-12-18 | ASSIGNED TO LIE |
| 2015-12-28 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| 2015-12-28 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| 2016-01-13 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| 2016-01-20 | LAW OFFICE PUBLICATION REVIEW COMPLETED |
| 2016-02-02 | WITHDRAWN FROM PUB - OG REVIEW QUERY |
| 2016-02-03 | PREVIOUS ALLOWANCE COUNT WITHDRAWN |
| 2016-02-04 | EXAMINERS AMENDMENT -WRITTEN |
| 2016-02-04 | EXAMINERS AMENDMENT E-MAILED |
| 2016-02-04 | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED |
| 2016-02-04 | EXAMINER'S AMENDMENT ENTERED |
| 2016-02-04 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| 2016-02-11 | LAW OFFICE PUBLICATION REVIEW COMPLETED |
| 2016-02-24 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| 2016-03-15 | PUBLISHED FOR OPPOSITION |
| 2016-03-15 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| 2016-05-31 | REGISTERED-PRINCIPAL REGISTER |
| 2021-05-31 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED |
