YOUR FINANCIAL CONCIERGE - Trademark Details
Status: 681 - Publication/Issue Review Complete
Serial Number
90710002
Word Mark
YOUR FINANCIAL CONCIERGE
Status
681 - Publication/Issue Review Complete
Status Date
2022-01-22
Filing Date
2021-05-13
Mark Drawing
4000 - Standard character mark
Typeset
Law Office Assigned Location Code
L10
Employee Name
CHUO, EMILY M
Statements
Disclaimer with Predetermined Text
"FINANCIAL"
Goods and Services
Financial services, namely, assisting others with the completion of financial transactions for stocks, bonds, securities and equities; Financial services, namely, providing an investment option available for variable annuity and variable life insurance products; Financial services, namely, wealth management services; Financial advice and consultancy services; Financial advisory and consultancy services; Financial advisory and consultancy services, namely, the creation of personalized strategies to achieve financial independence; Financial affairs and monetary affairs, namely, financial information, management and analysis services; Financial custody services, namely, maintaining possession of financial assets for others for financial management purposes; Financial information and advisory services; Financial investment brokerage services; Financial planning services, namely, developing and managing charitable giving programs on behalf of wealthy individuals or families; Financial portfolio analysis services; Financial retirement plan consulting services; Insurance and financial information and consultancy services; Providing financial services with respect to securities and other financial instruments and products, namely, providing financial market news and commentary; Providing financial services with respect to securities and other financial instruments and products, namely, money 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; Providing financial information services to individuals, families and businesses; Strategic financial advisory services
Classification Information
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
2021-08-12
Primary Code
036
First Use Anywhere Date
2021-03-13
First Use In Commerce Date
2021-03-13
Current Trademark Owners
Party Name
Party Type
10 - Original Applicant
Legal Entity Type
01 - Individual
Address
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Correspondences
Name
MORRIS, JULIAN B
Address
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Trademark Events
Event Date | Event Description |
2021-05-17 | NEW APPLICATION ENTERED IN TRAM |
2021-08-12 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED IN TRAM |
2022-01-20 | ASSIGNED TO EXAMINER |
2022-01-20 | EXAMINERS AMENDMENT -WRITTEN |
2022-01-20 | EXAMINERS AMENDMENT E-MAILED |
2022-01-20 | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED |
2022-01-20 | EXAMINER'S AMENDMENT ENTERED |
2022-01-20 | APPROVED FOR REGISTRATION SUPPLEMENTAL REGISTER |
2022-01-20 | ASSIGNED TO LIE |
2022-01-22 | LAW OFFICE PUBLICATION REVIEW COMPLETED |