ASSESSING YOUR GOALS Trademark

Trademark Overview


On Tuesday, April 1, 2003, a trademark application was filed for ASSESSING YOUR GOALS with the United States Patent and Trademark Office. The USPTO has given the ASSESSING YOUR GOALS trademark a serial number of 76502881. The federal status of this trademark filing is CANCELLED - SECTION 8 as of Friday, August 15, 2025. This trademark is owned by Merrill Lynch & Co., Inc.. The ASSESSING YOUR GOALS trademark is filed in the Insurance & Financial Services category with the following description:

FINANCIAL ANALYSIS, NAMELY, EVALUATING A CLIENT'S INVESTMENT AND FINANCIAL OBJECTIVES VIA AN ELECTRONIC TOOL
assessing your goals

General Information


Serial Number76502881
Word MarkASSESSING YOUR GOALS
Filing DateTuesday, April 1, 2003
Status710 - CANCELLED - SECTION 8
Status DateFriday, August 15, 2025
Registration Number2922024
Registration DateTuesday, February 1, 2005
Mark Drawing1 - Typeset: Word(s) / letter(s) / number(s)
Published for Opposition DateTuesday, November 9, 2004

Trademark Statements


Goods and ServicesFINANCIAL ANALYSIS, NAMELY, EVALUATING A CLIENT'S INVESTMENT AND FINANCIAL OBJECTIVES VIA AN ELECTRONIC TOOL

Classification Information


International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code2 - Sec. 8 - Entire Registration
Class Status DateSaturday, August 16, 2025
Primary Code036
First Use Anywhere DateThursday, May 9, 2002
First Use In Commerce DateThursday, May 9, 2002

Trademark Owner History


Party NameBANK OF AMERICA CORPORATION
Party Type32 - New Owner After Registration
Legal Entity Type03 - Corporation
AddressCHARLOTTE, NC 29255

Party NameBANK OF AMERICA CORPORATION
Party Type31 - New Owner After Registration
Legal Entity Type03 - Corporation
AddressCHARLOTTE, NC 29255

Party NameMerrill Lynch & Co., Inc.
Party Type30 - Original Registrant
Legal Entity Type03 - Corporation
AddressNew York, NY 10038

Party NameMerrill Lynch & Co., Inc.
Party Type20 - Owner at Publication
Legal Entity Type03 - Corporation
AddressNew York, NY 10038

Party NameMerrill Lynch & Co., Inc.
Party Type10 - Original Applicant
Legal Entity Type03 - Corporation
AddressNew York, NY 10038

Trademark Events


Event DateEvent Description
Thursday, August 26, 2004AMENDMENT FROM APPLICANT ENTERED
Thursday, August 28, 2003ASSIGNED TO EXAMINER
Friday, August 29, 2003NON-FINAL ACTION MAILED
Wednesday, March 17, 2004ABANDONMENT - FAILURE TO RESPOND OR LATE RESPONSE
Monday, April 5, 2004CORRESPONDENCE RECEIVED IN LAW OFFICE
Wednesday, April 7, 2004PAPER RECEIVED
Wednesday, April 7, 2004PETITION TO REVIVE-RECEIVED
Friday, August 20, 2004PETITION TO REVIVE-GRANTED
Wednesday, August 25, 2004ASSIGNED TO LIE
Wednesday, October 20, 2004NOTICE OF PUBLICATION
Tuesday, February 1, 2005REGISTERED-PRINCIPAL REGISTER
Wednesday, April 20, 2011CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Monday, September 6, 2004APPROVED FOR PUB - PRINCIPAL REGISTER
Thursday, September 16, 2004LAW OFFICE PUBLICATION REVIEW COMPLETED
Tuesday, November 9, 2004PUBLISHED FOR OPPOSITION
Wednesday, March 3, 2010AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
Monday, February 7, 2011TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Monday, February 7, 2011ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Thursday, April 7, 2011TEAS SECTION 8 & 15 RECEIVED
Saturday, March 8, 2014CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Thursday, February 1, 2024COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
Tuesday, September 17, 2024TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS
Wednesday, April 20, 2011REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
Thursday, February 23, 2012TEAS CHANGE OF CORRESPONDENCE RECEIVED
Wednesday, February 19, 2014TEAS SECTION 8 & 9 RECEIVED
Wednesday, February 19, 2014REGISTERED - COMBINED SECTION 8 (10-YR) & SEC. 9 FILED
Saturday, March 8, 2014REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
Saturday, March 8, 2014REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
Saturday, March 8, 2014NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
Wednesday, April 9, 2014AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
Friday, August 15, 2025CANCELLED SEC. 8 (10-YR)/EXPIRED SECTION 9
Tuesday, September 17, 2024TEAS CHANGE OF CORRESPONDENCE RECEIVED
Tuesday, September 17, 2024TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Tuesday, September 17, 2024ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED