ASSET STRATEGY HELPING YOU CREATE, MANAGE, PROTECT & DISTRIBUTE WEALTH Trademark

Trademark Overview


On Friday, November 13, 2020, a trademark application was filed for ASSET STRATEGY HELPING YOU CREATE, MANAGE, PROTECT & DISTRIBUTE WEALTH with the United States Patent and Trademark Office. The USPTO has given the ASSET STRATEGY HELPING YOU CREATE, MANAGE, PROTECT & DISTRIBUTE WEALTH trademark a serial number of 90318773. The federal status of this trademark filing is REGISTERED as of Tuesday, November 23, 2021. This trademark is owned by Asset Strategy Advisors, LLC. The ASSET STRATEGY HELPING YOU CREATE, MANAGE, PROTECT & DISTRIBUTE WEALTH trademark is filed in the Advertising, Business and Retail Services, Insurance & Financial Services, and Education & Entertainment Services categories with the following description:

Business advice and information relating to loans, finance and capital; Preparation of reports relating to finance and investments

Administration of employee benefit plans concerning insurance and finance; Administration of employee welfare benefit plans concerning insurance and finance; Administration of retirement plans concerning insurance and finance; Advice on finance during retirement; Business finance procurement services; Corporate finance services, namely, consultation in the field of asset sales; Corporate finance services, namely, consultation in the field of capital structure; Financial consulting services, namely, expert analysis in finance; Information, advisory, consultancy and research services relating to finance and investments; Processing, administering and managing employee benefit plans concerning insurance and finance; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement; Providing information and research in the field of finance and financial investments; Providing information in the field of finance; P...

Providing a web site featuring non-downloadable instructional videos in the field of finance
asset strategy helping you create, manage, protect & distribute wealth

General Information


Serial Number90318773
Word MarkASSET STRATEGY HELPING YOU CREATE, MANAGE, PROTECT & DISTRIBUTE WEALTH
Filing DateFriday, November 13, 2020
Status700 - REGISTERED
Status DateTuesday, November 23, 2021
Registration Number6566283
Registration DateTuesday, November 23, 2021
Mark Drawing4000 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateTuesday, September 7, 2021

Trademark Statements


Disclaimer with Predetermined Text"ASSET STRATEGY"
Goods and ServicesBusiness advice and information relating to loans, finance and capital; Preparation of reports relating to finance and investments
Goods and ServicesAdministration of employee benefit plans concerning insurance and finance; Administration of employee welfare benefit plans concerning insurance and finance; Administration of retirement plans concerning insurance and finance; Advice on finance during retirement; Business finance procurement services; Corporate finance services, namely, consultation in the field of asset sales; Corporate finance services, namely, consultation in the field of capital structure; Financial consulting services, namely, expert analysis in finance; Information, advisory, consultancy and research services relating to finance and investments; Processing, administering and managing employee benefit plans concerning insurance and finance; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement; Providing information and research in the field of finance and financial investments; Providing information in the field of finance; Providing information in the field of personal finance; Providing information, commentary and advice in the field of finance, financial investments and financial valuations; Providing on-line news in the field of finance; Provision of financial information relating to the finance industry involved in environmentally focused investments
Goods and ServicesProviding a web site featuring non-downloadable instructional videos in the field of finance
Pseudo MarkASSET STRATEGY HELPING YOU CREATE, MANAGE, PROTECT AND DISTRIBUTE WEALTH

Classification Information


International Class035 - Advertising; business management; business administration; office functions.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateWednesday, January 13, 2021
Primary Code035
First Use Anywhere DateTuesday, January 1, 2019
First Use In Commerce DateTuesday, January 1, 2019

International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateWednesday, January 13, 2021
Primary Code036
First Use Anywhere DateTuesday, January 1, 2019
First Use In Commerce DateTuesday, January 1, 2019

International Class041 - Education; providing of training; entertainment; sporting and cultural activities.
US Class Codes100, 101, 107
Class Status Code6 - Active
Class Status DateWednesday, January 13, 2021
Primary Code041
First Use Anywhere DateTuesday, January 1, 2019
First Use In Commerce DateTuesday, January 1, 2019

Trademark Owner History


Party NameAsset Strategy Advisors, LLC
Party Type30 - Original Registrant
Legal Entity Type16 - Limited Liability Company
AddressNatick, MA 01760

Party NameAsset Strategy Advisors, LLC
Party Type20 - Owner at Publication
Legal Entity Type16 - Limited Liability Company
AddressNatick, MA 01760

Party NameAsset Strategy Advisors, LLC
Party Type10 - Original Applicant
Legal Entity Type16 - Limited Liability Company
AddressNatick, MA 01760

Trademark Events


Event DateEvent Description
Tuesday, November 23, 2021REGISTERED-PRINCIPAL REGISTER
Tuesday, September 7, 2021OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Tuesday, September 7, 2021PUBLISHED FOR OPPOSITION
Wednesday, August 18, 2021NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Friday, July 30, 2021LAW OFFICE PUBLICATION REVIEW COMPLETED
Friday, July 30, 2021APPROVED FOR PUB - PRINCIPAL REGISTER
Friday, July 30, 2021TEAS/EMAIL CORRESPONDENCE ENTERED
Friday, July 30, 2021CORRESPONDENCE RECEIVED IN LAW OFFICE
Wednesday, July 28, 2021TEAS REQUEST FOR RECONSIDERATION RECEIVED
Wednesday, July 7, 2021NOTIFICATION OF FINAL REFUSAL EMAILED
Wednesday, July 7, 2021FINAL REFUSAL E-MAILED
Wednesday, July 7, 2021FINAL REFUSAL WRITTEN
Tuesday, July 6, 2021TEAS/EMAIL CORRESPONDENCE ENTERED
Tuesday, July 6, 2021CORRESPONDENCE RECEIVED IN LAW OFFICE
Friday, July 2, 2021ASSIGNED TO LIE
Monday, May 10, 2021TEAS RESPONSE TO OFFICE ACTION RECEIVED
Monday, May 10, 2021NOTIFICATION OF NOTICE OF UNRESPONSIVE AMENDMENT - E-MAILED
Monday, May 10, 2021NOTICE OF UNRESPONSIVE AMENDMENT - E-MAILED
Monday, May 10, 2021REPORT UNRESPONSIVE AMENDMENT - COMPLETED
Friday, May 7, 2021TEAS/EMAIL CORRESPONDENCE ENTERED
Thursday, May 6, 2021CORRESPONDENCE RECEIVED IN LAW OFFICE
Thursday, May 6, 2021TEAS RESPONSE TO OFFICE ACTION RECEIVED
Friday, April 23, 2021NOTIFICATION OF EXAMINER'S AMENDMENT/PRIORITY ACTION E-MAILED
Friday, April 23, 2021EXAMINER'S AMENDMENT/PRIORITY ACTION E-MAILED
Friday, April 23, 2021COMBINED EXAMINER'S AMENDMENT/PRIORITY ACTION AUTOMATIC ENTRY
Friday, April 23, 2021EXAMINERS AMENDMENT AND/OR PRIORITY ACTION - COMPLETED
Thursday, April 22, 2021ASSIGNED TO EXAMINER
Wednesday, January 13, 2021NEW APPLICATION OFFICE SUPPLIED DATA ENTERED IN TRAM
Tuesday, November 17, 2020NEW APPLICATION ENTERED IN TRAM