ATS ADVANCED TRUSTEE STRATEGIES Trademark

Trademark Overview

On Tuesday, February 25, 2003, a trademark application was filed for ATS ADVANCED TRUSTEE STRATEGIES with the United States Patent and Trademark Office. The USPTO has given the ATS ADVANCED TRUSTEE STRATEGIES trademark a serial number of 76492308. The federal status of this trademark filing is REGISTERED AND RENEWED as of Monday, June 17, 2024. This trademark is owned by AFS Financial, Inc.. The ATS ADVANCED TRUSTEE STRATEGIES trademark is filed in the Insurance & Financial Services category with the following description:

Financial services, namely, estate planning and charitable and advanced trust planning; brokerage services in the fields of life insurance, key man insurance, buy-sell insurance, health insurance and long term health care insurance; brokerage services in the field of variable annuities, stock equities, bonds, and mutual funds; financial consultation services, namely, providing asset management consultation and investment advice
ats advanced trustee strategies

General Information

Serial Number76492308
Word MarkATS ADVANCED TRUSTEE STRATEGIES
Filing DateTuesday, February 25, 2003
Status800 - REGISTERED AND RENEWED
Status DateMonday, June 17, 2024
Registration Number2931332
Registration DateTuesday, March 8, 2005
Mark Drawing1 - Typeset: Word(s) / letter(s) / number(s)
Published for Opposition DateTuesday, January 13, 2004

Trademark Statements

Certificate of Correction for RegistrationIn the statement, column 1, lines 1 through 4 should be deleted, and "ADVANCED TRUSTEE STRATEGIES, INC. (CALIFORNIA CORPORATION) 5755 OBERLIN DR., STE. 306, SAN DIEGO, CA 92121" should be inserted.
Goods and ServicesFinancial services, namely, estate planning and charitable and advanced trust planning; brokerage services in the fields of life insurance, key man insurance, buy-sell insurance, health insurance and long term health care insurance; brokerage services in the field of variable annuities, stock equities, bonds, and mutual funds; financial consultation services, namely, providing asset management consultation and investment advice
NOT AVAILABLE"TRUSTEE STRATEGIES"

Classification Information

International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateWednesday, March 12, 2003
Primary Code036
First Use Anywhere DateMonday, May 19, 2003
First Use In Commerce DateMonday, May 19, 2003

Trademark Owner History

Party NameADVANCED TRUSTEE STRATEGIES, INC.
Party Type31 - New Owner After Registration
Legal Entity Type03 - Corporation
AddressSan Diego, CA 92121
Party NameAFS Financial, Inc.
Party Type30 - Original Registrant
Legal Entity Type03 - Corporation
AddressSan Diego, CA 92121
Party NameAFS Financial, Inc.
Party Type20 - Owner at Publication
Legal Entity Type03 - Corporation
AddressSan Diego, CA 92121
Party NameAFS Financial, Inc.
Party Type10 - Original Applicant
Legal Entity Type03 - Corporation
AddressSan Diego, CA 92121

Trademark Events

Event DateEvent Description
Thursday, August 21, 2003CORRESPONDENCE RECEIVED IN LAW OFFICE
Monday, August 4, 2003ASSIGNED TO EXAMINER
Tuesday, August 5, 2003NON-FINAL ACTION MAILED
Monday, August 18, 2003CORRESPONDENCE RECEIVED IN LAW OFFICE
Thursday, August 21, 2003PAPER RECEIVED
Friday, September 10, 2004SOU EXTENSION 1 FILED
Tuesday, October 28, 2003EXAMINERS AMENDMENT MAILED
Tuesday, November 4, 2003APPROVED FOR PUB - PRINCIPAL REGISTER
Friday, November 21, 2003PAPER RECEIVED
Monday, December 15, 2003PAPER RECEIVED
Wednesday, December 24, 2003NOTICE OF PUBLICATION
Friday, January 9, 2004PAPER RECEIVED
Tuesday, January 13, 2004PUBLISHED FOR OPPOSITION
Tuesday, April 6, 2004NOA MAILED - SOU REQUIRED FROM APPLICANT
Friday, September 10, 2004SOU TEAS EXTENSION RECEIVED
Tuesday, September 21, 2004SOU EXTENSION 1 GRANTED
Monday, April 11, 2005PAPER RECEIVED
Monday, September 13, 2004PAPER RECEIVED
Monday, September 13, 2004USE AMENDMENT FILED
Wednesday, September 29, 2004STATEMENT OF USE PROCESSING COMPLETE
Friday, October 1, 2004ASSIGNED TO EXAMINER
Tuesday, November 2, 2004ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
Friday, November 5, 2004ASSIGNED TO LIE
Wednesday, November 10, 2004LAW OFFICE REGISTRATION REVIEW COMPLETED
Tuesday, March 8, 2005REGISTERED-PRINCIPAL REGISTER
Thursday, February 20, 2014TEAS CHANGE OF OWNER ADDRESS RECEIVED
Thursday, February 20, 2014APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
Monday, March 9, 2015REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
Monday, April 11, 2005SEC 7 REQUEST FILED
Tuesday, June 28, 2005CORRECTION UNDER SECTION 7 - PROCESSED
Tuesday, March 9, 2010TEAS SECTION 8 & 15 RECEIVED
Friday, March 26, 2010CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Friday, March 26, 2010REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
Tuesday, February 24, 2015TEAS SECTION 8 & 9 RECEIVED
Monday, March 9, 2015CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Monday, March 9, 2015REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
Monday, May 21, 2018TEAS CHANGE OF OWNER ADDRESS RECEIVED
Monday, March 9, 2015NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
Monday, May 21, 2018APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
Tuesday, February 15, 2022TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Tuesday, February 15, 2022ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Tuesday, February 15, 2022TEAS CHANGE OF CORRESPONDENCE RECEIVED
Friday, March 8, 2024COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
Friday, March 15, 2024TEAS SECTION 8 & 9 RECEIVED
Monday, June 17, 2024CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Thursday, October 31, 2024TEAS WITHDRAWAL OF ATTORNEY RECEIVED
Thursday, October 31, 2024WITHDRAWAL OF ATTORNEY GRANTED
Monday, June 17, 2024REGISTERED AND RENEWED (SECOND RENEWAL - 10 YRS)
Monday, June 17, 2024REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
Monday, June 17, 2024NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED

Related Keywords

strategies trustee advanced insurance services financial brokerage consultation planning health namely mutual equities