CONCURRENT Trademark

Trademark Overview

On Wednesday, September 20, 2023, a trademark application was filed for CONCURRENT with the United States Patent and Trademark Office. The USPTO has given the CONCURRENT trademark a serial number of 98189174. The federal status of this trademark filing is NON-FINAL ACTION - MAILED as of Friday, May 24, 2024. This trademark is owned by Concurrent Investment Advisors, LLC. The CONCURRENT trademark is filed in the Insurance & Financial Services category with the following description:

Investment advisory services, namely, Registered Investment Advisor (RIA) services; financial planning and consulting services; wealth management services; retirement plan advisory services
concurrent

General Information

Serial Number98189174
Word MarkCONCURRENT
Filing DateWednesday, September 20, 2023
Status641 - NON-FINAL ACTION - MAILED
Status DateFriday, May 24, 2024
Registration Number0000000
Registration DateNOT AVAILABLE
Mark Drawing4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateNOT AVAILABLE

Trademark Statements

Goods and ServicesInvestment advisory services, namely, Registered Investment Advisor (RIA) services; financial planning and consulting services; wealth management services; retirement plan advisory services

Classification Information

International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateFriday, October 6, 2023
Primary Code036
First Use Anywhere DateFriday, March 31, 2023
First Use In Commerce DateFriday, March 31, 2023

Trademark Owner History

Party NameConcurrent Investment Advisors, LLC
Party Type10 - Original Applicant
Legal Entity Type16 - Limited Liability Company
AddressTampa, FL 33602

Trademark Events

Event DateEvent Description
Saturday, September 23, 2023NEW APPLICATION ENTERED
Friday, October 6, 2023NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Tuesday, May 14, 2024ASSIGNED TO EXAMINER
Friday, May 24, 2024NON-FINAL ACTION E-MAILED
Friday, May 24, 2024NOTIFICATION OF NON-FINAL ACTION E-MAILED
Friday, May 24, 2024NON-FINAL ACTION WRITTEN

Related Keywords

concurrent services advisory investment management wealth plan consulting retirement financial namely