| Serial Number | 86665487 |
| Word Mark | AGING INVESTOR.COM |
| Filing Date | Wednesday, June 17, 2015 |
| Status | 701 - SECTION 8 - ACCEPTED |
| Status Date | Saturday, July 2, 2022 |
| Registration Number | 4903115 |
| Registration Date | Tuesday, February 16, 2016 |
| Mark Drawing | 4000 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | NOT AVAILABLE |
| Goods and Services | Educational services, namely, providing customized Web based non-downloadable webinars and online courses, non-downloadable pre-recorded webinars, non-downloadable videos for education, training, and continuing education, accredited education and distribution of white papers and written materials in connection therewith relating to elder abuse, assisting financial advisors to establish plans to respond to evidence of elder abuse; workshops and training directed to the implementation of senior-specific policies, dealing with difficult aging client situations, mock client interviews, role-play, and client communication; providing speaking and presentations services on aging; all the afore mentioned services relating to best practices for managing clients with diminished capacity, confidentiality issues, intergenerational wealth transfers, intragenerational family conflicts, initiating family meetings, protecting aging clients from predators, and establishing senior-specific policies for individual as well as organization based financial professionals; training services in the field of preventing and stopping elder financial abuse |
| Goods and Services | downloadable electronic publications in the nature of newsletters, policy development kits, instructions, checklists for developing policies, sample documents all in the fields of best practices for managing clients with diminished capacity, confidentiality issues, intergenerational wealth transfers, intragenerational family conflicts, initiating family meetings, protecting aging clients from predators, and establishing senior-specific policies for individual as well as organization based financial professionals |
| Pseudo Mark | AGING INVESTOR |
| Goods and Services | business consulting to financial services professionals in the nature of work groups, program and policy development and implementation aimed at preventing and stopping elder financial abuse; business consulting to financial services professionals in the nature of implementation of strategies directed to intergenerational wealth transfers, client and family communication, family disputes, and expansion of the financial professional's role; business consulting to financial services professionals in the nature of consulting on best practices for financial management of clients with diminished capacity, confidentiality issues, intergenerational wealth transfers, intragenerational family conflicts, initiating family meetings, protecting aging clients from predators, and establishing senior-specific policies for individual as well as organization based financial professionals |
| International Class | 009 - Scientific, nautical, surveying, photographic, cinematographic, optical, weighing, measuring, signalling, checking (supervision), life-saving and teaching apparatus and instruments; apparatus and instruments for conducting, switching, transforming, accumulating, regulating or controlling electricity; apparatus for recording, transmission or reproduction of sound or images; magnetic data carriers, recording discs; automatic vending machines and mechanisms for coin operated apparatus; cash registers, calculating machines, data processing equipment and computers; fire extinguishing apparatus. |
| US Class Codes | 021, 023, 026, 036, 038 |
| Class Status Code | 6 - Active |
| Class Status Date | Tuesday, June 23, 2015 |
| Primary Code | 009 |
| First Use Anywhere Date | Wednesday, April 30, 2014 |
| First Use In Commerce Date | Wednesday, April 30, 2014 |
| International Class | 035 - Advertising; business management; business administration; office functions. |
| US Class Codes | 100, 101, 102 |
| Class Status Code | 6 - Active |
| Class Status Date | Thursday, October 29, 2015 |
| Primary Code | 035 |
| First Use Anywhere Date | Wednesday, April 30, 2014 |
| First Use In Commerce Date | Wednesday, April 30, 2014 |
| International Class | 041 - Education; providing of training; entertainment; sporting and cultural activities. |
| US Class Codes | 100, 101, 107 |
| Class Status Code | 6 - Active |
| Class Status Date | Tuesday, June 23, 2015 |
| Primary Code | 041 |
| First Use Anywhere Date | Wednesday, April 30, 2014 |
| First Use In Commerce Date | Wednesday, April 30, 2014 |
| Party Name | NOT AVAILABLE |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 01 - Individual |
| Address | San Rafael, CA 94901 |
| Party Name | NOT AVAILABLE |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 01 - Individual |
| Address | San Rafael, CA 94901 |
| Party Name | NOT AVAILABLE |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 01 - Individual |
| Address | San Rafael, CA 94901 |
| Party Name | NOT AVAILABLE |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 01 - Individual |
| Address | San Rafael, CA 94901 |
| Event Date | Event Description |
| Friday, November 17, 2023 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
| Friday, November 17, 2023 | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |
| Friday, November 17, 2023 | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
| Wednesday, February 1, 2023 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
| Wednesday, February 1, 2023 | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |
| Wednesday, February 1, 2023 | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
| Monday, September 12, 2022 | WITHDRAWAL OF ATTORNEY GRANTED |
| Monday, September 12, 2022 | TEAS WITHDRAWAL OF ATTORNEY RECEIVED |
| Friday, September 9, 2022 | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED |
| Friday, September 9, 2022 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
| Friday, September 9, 2022 | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |
| Friday, September 9, 2022 | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
| Friday, September 9, 2022 | TEAS CHANGE OF OWNER ADDRESS RECEIVED |
| Saturday, July 2, 2022 | NOTICE OF ACCEPTANCE OF SEC. 8 - E-MAILED |
| Saturday, July 2, 2022 | REGISTERED - SEC. 8 (6-YR) ACCEPTED |
| Saturday, July 2, 2022 | CASE ASSIGNED TO POST REGISTRATION PARALEGAL |
| Wednesday, January 26, 2022 | TEAS SECTION 8 RECEIVED |
| Tuesday, February 16, 2021 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED |
| Wednesday, July 8, 2020 | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED |
| Wednesday, July 8, 2020 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
| Wednesday, July 8, 2020 | TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS |
| Wednesday, July 8, 2020 | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |
| Wednesday, July 8, 2020 | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
| Wednesday, July 8, 2020 | TEAS CHANGE OF OWNER ADDRESS RECEIVED |
| Wednesday, September 25, 2019 | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |
| Wednesday, September 25, 2019 | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
| Tuesday, February 16, 2016 | REGISTERED-SUPPLEMENTAL REGISTER |
| Wednesday, January 13, 2016 | LAW OFFICE PUBLICATION REVIEW COMPLETED |
| Saturday, January 9, 2016 | ASSIGNED TO LIE |
| Tuesday, November 3, 2015 | APPROVED FOR REGISTRATION SUPPLEMENTAL REGISTER |
| Thursday, October 29, 2015 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Wednesday, October 28, 2015 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Wednesday, October 28, 2015 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Friday, October 2, 2015 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Friday, October 2, 2015 | NON-FINAL ACTION E-MAILED |
| Friday, October 2, 2015 | NON-FINAL ACTION WRITTEN |
| Friday, September 25, 2015 | ASSIGNED TO EXAMINER |
| Wednesday, June 24, 2015 | NOTICE OF PSEUDO MARK E-MAILED |
| Tuesday, June 23, 2015 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Saturday, June 20, 2015 | NEW APPLICATION ENTERED |