CHEQUERS FINANCIAL MANAGEMENT Trademark

Trademark Overview


On Friday, March 15, 2024, a trademark application was filed for CHEQUERS FINANCIAL MANAGEMENT with the United States Patent and Trademark Office. The USPTO has given the CHEQUERS FINANCIAL MANAGEMENT trademark a serial number of 98451440. The federal status of this trademark filing is PUBLISHED FOR OPPOSITION as of Tuesday, November 5, 2024. This trademark is owned by Chequers Financial Management, LLC. The CHEQUERS FINANCIAL MANAGEMENT trademark is filed in the Advertising, Business and Retail Services and Insurance & Financial Services categories with the following description:

Estate planning; Financial advisory and consultancy services, namely, charitable planning advice; Financial planning; Financial planning consultation; Financial planning for retirement; Financial planning, namely, in the form of charitable planning, namely, developing customized charitable giving programs for making donations to others while optimizing available tax benefits;; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; Financial services, namely, wealth management services; Financial and investment services, namely, asset and investment acquisition, consultation, advisory and development; Financial and investment services, namely, management and brokerage in the fields of stocks, bonds, options, commodities, futures and other securities, and the investment of funds of others; Financial planning services, namely, developing and managing...

Business management consultancy services; Business management consultancy and advisory services; Tax consultation; Tax consulting services; Tax preparation; Tax preparation services provided via telephone, the Internet, and in-person; Tax and taxation planning, advice, information and consultancy services; Income tax consultation; Income tax preparation
chequers financial management

General Information


Serial Number98451440
Word MarkCHEQUERS FINANCIAL MANAGEMENT
Filing DateFriday, March 15, 2024
Status686 - PUBLISHED FOR OPPOSITION
Status DateTuesday, November 5, 2024
Registration Number0000000
Registration DateNOT AVAILABLE
Mark Drawing4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateTuesday, November 5, 2024

Trademark Statements


Goods and ServicesEstate planning; Financial advisory and consultancy services, namely, charitable planning advice; Financial planning; Financial planning consultation; Financial planning for retirement; Financial planning, namely, in the form of charitable planning, namely, developing customized charitable giving programs for making donations to others while optimizing available tax benefits;; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; Financial services, namely, wealth management services; Financial and investment services, namely, asset and investment acquisition, consultation, advisory and development; Financial and investment services, namely, management and brokerage in the fields of stocks, bonds, options, commodities, futures and other securities, and the investment of funds of others; Financial planning services, namely, developing and managing charitable giving programs on behalf of wealthy individuals or families; Financial trust planning; Providing financial services with respect to securities and other financial instruments and products, namely, money management services; Providing information in the field of estate planning; Providing on-line information in the field of charitable monetary giving through financial and estate planning
Goods and ServicesBusiness management consultancy services; Business management consultancy and advisory services; Tax consultation; Tax consulting services; Tax preparation; Tax preparation services provided via telephone, the Internet, and in-person; Tax and taxation planning, advice, information and consultancy services; Income tax consultation; Income tax preparation
NOT AVAILABLEFINANCIAL MANAGEMENT

Classification Information


International Class035 - Advertising; business management; business administration; office functions.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateFriday, March 15, 2024
Primary Code035
First Use Anywhere DateFriday, February 20, 2015
First Use In Commerce DateFriday, March 6, 2015

International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateFriday, March 15, 2024
Primary Code036
First Use Anywhere DateFriday, February 20, 2015
First Use In Commerce DateFriday, March 6, 2015

Trademark Owner History


Party NameChequers Financial Management, LLC
Party Type20 - Owner at Publication
Legal Entity Type16 - Limited Liability Company
AddressPacific Palisades, CA 90272

Party NameChequers Financial Management, LLC
Party Type10 - Original Applicant
Legal Entity Type16 - Limited Liability Company
AddressPacific Palisades, CA 90272

Trademark Events


Event DateEvent Description
Sunday, March 17, 2024NEW APPLICATION ENTERED
Thursday, August 8, 2024NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Wednesday, September 25, 2024ASSIGNED TO EXAMINER
Wednesday, September 25, 2024NON-FINAL ACTION WRITTEN
Wednesday, September 25, 2024NOTIFICATION OF NON-FINAL ACTION E-MAILED
Wednesday, September 25, 2024CORRESPONDENCE RECEIVED IN LAW OFFICE
Wednesday, September 25, 2024NON-FINAL ACTION E-MAILED
Wednesday, September 25, 2024TEAS/EMAIL CORRESPONDENCE ENTERED
Wednesday, September 25, 2024TEAS RESPONSE TO OFFICE ACTION RECEIVED
Thursday, September 26, 2024APPROVED FOR PUB - PRINCIPAL REGISTER
Wednesday, October 16, 2024NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Tuesday, November 5, 2024PUBLISHED FOR OPPOSITION
Tuesday, November 5, 2024OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED