COLORADO FINANCIAL MANAGEMENT Trademark
Trademark Overview
On Tuesday, December 16, 2014, a trademark application was filed for COLORADO FINANCIAL MANAGEMENT with the United States Patent and Trademark Office. The USPTO has given the COLORADO FINANCIAL MANAGEMENT trademark a serial number of 86482076. The federal status of this trademark filing is SECTION 8 & 15 - ACCEPTED AND ACKNOWLEDGED as of Friday, August 13, 2021. This trademark is owned by Colorado Financial Management, Inc.. The COLORADO FINANCIAL MANAGEMENT trademark is filed in the Insurance & Financial Services category with the following description:
Trust services, namely, investment and trust company services; financial trust planning; estate planning; financial services, namely, wealth management services; financial asset management; investment services, namely, consultation, development and management services; financial planning and investment advisory services; financial planning consultation; retirement planning services; social security claims consulting services rendered to individuals comprising analysis and maximization of social security claims
General Information
| Serial Number | 86482076 |
| Word Mark | COLORADO FINANCIAL MANAGEMENT |
| Filing Date | Tuesday, December 16, 2014 |
| Status | 702 - SECTION 8 & 15 - ACCEPTED AND ACKNOWLEDGED |
| Status Date | Friday, August 13, 2021 |
| Registration Number | 4793913 |
| Registration Date | Tuesday, August 18, 2015 |
| Mark Drawing | 4000 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | Tuesday, June 2, 2015 |
Trademark Statements
| Goods and Services | Trust services, namely, investment and trust company services; financial trust planning; estate planning; financial services, namely, wealth management services; financial asset management; investment services, namely, consultation, development and management services; financial planning and investment advisory services; financial planning consultation; retirement planning services; social security claims consulting services rendered to individuals comprising analysis and maximization of social security claims |
| Disclaimer with Predetermined Text | "FINANCIAL MANAGEMENT" |
Classification Information
| International Class | 036 - Insurance; financial affairs; monetary affairs; real estate affairs. |
| US Class Codes | 100, 101, 102 |
| Class Status Code | 6 - Active |
| Class Status Date | Saturday, December 20, 2014 |
| Primary Code | 036 |
| First Use Anywhere Date | Friday, June 21, 1991 |
| First Use In Commerce Date | Sunday, December 31, 1995 |
Trademark Owner History
| Party Name | LIDO ADVISORS, LLC |
| Party Type | 31 - New Owner After Registration |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | LOS ANGELES, CA 90067 |
| Party Name | Colorado Financial Management, Inc. |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 03 - Corporation |
| Address | Johnstown, CO 80534 |
| Party Name | Colorado Financial Management, Inc. |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 03 - Corporation |
| Address | Johnstown, CO 80534 |
| Party Name | Colorado Financial Management, Inc. |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 03 - Corporation |
| Address | Johnstown, CO 80534 |
Trademark Events
| Event Date | Event Description |
| Wednesday, May 3, 2023 | AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP |
| Friday, August 13, 2021 | NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED |
| Friday, August 13, 2021 | REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK. |
| Friday, August 13, 2021 | CASE ASSIGNED TO POST REGISTRATION PARALEGAL |
| Thursday, April 15, 2021 | TEAS SECTION 8 & 15 RECEIVED |
| Tuesday, August 18, 2020 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED |
| Tuesday, August 18, 2015 | REGISTERED-PRINCIPAL REGISTER |
| Tuesday, June 2, 2015 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, June 2, 2015 | PUBLISHED FOR OPPOSITION |
| Wednesday, May 13, 2015 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Tuesday, April 28, 2015 | LAW OFFICE PUBLICATION REVIEW COMPLETED |
| Tuesday, April 28, 2015 | ASSIGNED TO LIE |
| Thursday, April 2, 2015 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Wednesday, April 1, 2015 | EXAMINER'S AMENDMENT ENTERED |
| Wednesday, April 1, 2015 | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED |
| Wednesday, April 1, 2015 | EXAMINERS AMENDMENT E-MAILED |
| Wednesday, April 1, 2015 | EXAMINERS AMENDMENT -WRITTEN |
| Friday, March 27, 2015 | PRELIMINARY/VOLUNTARY AMENDMENT - ENTERED |
| Friday, March 27, 2015 | TEAS VOLUNTARY AMENDMENT RECEIVED |
| Thursday, March 26, 2015 | ASSIGNED TO EXAMINER |
| Saturday, December 20, 2014 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Friday, December 19, 2014 | NEW APPLICATION ENTERED |
