CONTINUUM WEALTH MANAGEMENT Trademark
Trademark Overview
On Friday, December 21, 2007, a trademark application was filed for CONTINUUM WEALTH MANAGEMENT with the United States Patent and Trademark Office. The USPTO has given the CONTINUUM WEALTH MANAGEMENT trademark a serial number of 77358054. The federal status of this trademark filing is CANCELLED - SECTION 8 as of Friday, March 25, 2016. This trademark is owned by Keefe & Associates, Inc.. The CONTINUUM WEALTH MANAGEMENT trademark is filed in the Insurance & Financial Services category with the following description:
Financial planning services, namely, wealth management services that provide private clients with a holistic and integrated lifetime picture of their existing and projected assets, liabilities, income and expenses, and develop and implement investment strategies based on periodic reviews that enable clients to review and change their strategies as they track their progress toward achieving their goals
General Information
| Serial Number | 77358054 |
| Word Mark | CONTINUUM WEALTH MANAGEMENT |
| Filing Date | Friday, December 21, 2007 |
| Status | 710 - CANCELLED - SECTION 8 |
| Status Date | Friday, March 25, 2016 |
| Registration Number | 3668221 |
| Registration Date | Tuesday, August 18, 2009 |
| Mark Drawing | 4000 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | Tuesday, June 2, 2009 |
Trademark Statements
| Disclaimer with Predetermined Text | "WEALTH MANAGEMENT" |
| Goods and Services | Financial planning services, namely, wealth management services that provide private clients with a holistic and integrated lifetime picture of their existing and projected assets, liabilities, income and expenses, and develop and implement investment strategies based on periodic reviews that enable clients to review and change their strategies as they track their progress toward achieving their goals |
Classification Information
| International Class | 036 - Insurance; financial affairs; monetary affairs; real estate affairs. |
| US Class Codes | 100, 101, 102 |
| Class Status Code | 2 - Sec. 8 - Entire Registration |
| Class Status Date | Friday, March 25, 2016 |
| Primary Code | 036 |
| First Use Anywhere Date | Friday, September 15, 2006 |
| First Use In Commerce Date | Friday, September 15, 2006 |
Trademark Owner History
| Party Name | Keefe & Associates, Inc. |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 03 - Corporation |
| Address | San Jose, CA 95124 |
| Party Name | Keefe & Associates, Inc. |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 03 - Corporation |
| Address | San Jose, CA 95124 |
| Party Name | Keefe & Associates, Inc. |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 03 - Corporation |
| Address | San Jose, CA 95124 |
Trademark Events
| Event Date | Event Description |
| Friday, March 25, 2016 | CANCELLED SEC. 8 (6-YR) |
| Tuesday, August 18, 2009 | REGISTERED-PRINCIPAL REGISTER |
| Tuesday, June 2, 2009 | PUBLISHED FOR OPPOSITION |
| Wednesday, May 13, 2009 | NOTICE OF PUBLICATION |
| Friday, April 24, 2009 | LAW OFFICE PUBLICATION REVIEW COMPLETED |
| Friday, April 24, 2009 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Friday, April 24, 2009 | EXAMINER'S AMENDMENT ENTERED |
| Friday, April 24, 2009 | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED |
| Friday, April 24, 2009 | EXAMINERS AMENDMENT E-MAILED |
| Friday, April 24, 2009 | EXAMINERS AMENDMENT -WRITTEN |
| Friday, April 24, 2009 | LIE CHECKED SUSP - TO ATTY FOR ACTION |
| Friday, April 24, 2009 | ASSIGNED TO LIE |
| Friday, October 24, 2008 | NOTIFICATION OF LETTER OF SUSPENSION E-MAILED |
| Friday, October 24, 2008 | LETTER OF SUSPENSION E-MAILED |
| Friday, October 24, 2008 | SUSPENSION LETTER WRITTEN |
| Friday, October 3, 2008 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
| Friday, October 3, 2008 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Friday, October 3, 2008 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Friday, October 3, 2008 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Thursday, April 3, 2008 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Thursday, April 3, 2008 | NON-FINAL ACTION E-MAILED |
| Thursday, April 3, 2008 | NON-FINAL ACTION WRITTEN |
| Thursday, March 27, 2008 | ASSIGNED TO EXAMINER |
| Friday, December 28, 2007 | NEW APPLICATION ENTERED IN TRAM |
