CROSS-BORDER FINANCIAL ADVISOR Trademark

Trademark Overview


On Friday, July 20, 2012, a trademark application was filed for CROSS-BORDER FINANCIAL ADVISOR with the United States Patent and Trademark Office. The USPTO has given the CROSS-BORDER FINANCIAL ADVISOR trademark a serial number of 85683189. The federal status of this trademark filing is ABANDONED - FAILURE TO RESPOND OR LATE RESPONSE as of Friday, January 3, 2014. This trademark is owned by Cardinal Point Wealth Management, LLC. The CROSS-BORDER FINANCIAL ADVISOR trademark is filed in the Insurance & Financial Services category with the following description:

Advice relating to investments; 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 investment analysis and stock research; Financial planning and investment advisory services; Financial services, namely, a total portfolio offering for high net worth clients consisting of both separate accounts and mutual funds for equity and fixed income investments; Financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; Fund investment consultation; Investment advice; Investment advisory services; Investment consultation; Investment management; Investment of funds for others; Mutual fund investment; Providing financial services with respec...
cross-border financial advisor

General Information


Serial Number85683189
Word MarkCROSS-BORDER FINANCIAL ADVISOR
Filing DateFriday, July 20, 2012
Status602 - ABANDONED - FAILURE TO RESPOND OR LATE RESPONSE
Status DateFriday, January 3, 2014
Registration Number0000000
Registration DateNOT AVAILABLE
Mark Drawing4000 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateNOT AVAILABLE

Trademark Statements


Goods and ServicesAdvice relating to investments; 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 investment analysis and stock research; Financial planning and investment advisory services; Financial services, namely, a total portfolio offering for high net worth clients consisting of both separate accounts and mutual funds for equity and fixed income investments; Financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; Fund investment consultation; Investment advice; Investment advisory services; Investment consultation; Investment management; Investment of funds for others; Mutual fund investment; Providing financial services with respect to securities and other financial instruments and products, namely, trading of and investments in securities and financial instruments and products for others; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement; Providing information and research in the field of finance and financial investments; Securities trading and investing services for others via the internet

Classification Information


International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateFriday, July 27, 2012
Primary Code036
First Use Anywhere DateNOT AVAILABLE
First Use In Commerce DateNOT AVAILABLE

Trademark Owner History


Party NameCardinal Point Wealth Management, LLC
Party Type10 - Original Applicant
Legal Entity Type16 - Limited Liability Company
AddressIrvine, CA 92612

Trademark Events


Event DateEvent Description
Friday, January 3, 2014ABANDONMENT NOTICE MAILED - FAILURE TO RESPOND
Friday, January 3, 2014ABANDONMENT - FAILURE TO RESPOND OR LATE RESPONSE
Friday, November 22, 2013ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Friday, November 22, 2013TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Monday, June 3, 2013NOTIFICATION OF NON-FINAL ACTION E-MAILED
Monday, June 3, 2013NON-FINAL ACTION E-MAILED
Monday, June 3, 2013NON-FINAL ACTION WRITTEN
Monday, May 20, 2013TEAS/EMAIL CORRESPONDENCE ENTERED
Monday, May 20, 2013CORRESPONDENCE RECEIVED IN LAW OFFICE
Monday, May 13, 2013ASSIGNED TO LIE
Wednesday, May 8, 2013TEAS RESPONSE TO OFFICE ACTION RECEIVED
Monday, November 26, 2012NOTIFICATION OF NON-FINAL ACTION E-MAILED
Monday, November 26, 2012NON-FINAL ACTION E-MAILED
Monday, November 26, 2012NON-FINAL ACTION WRITTEN
Wednesday, November 14, 2012ASSIGNED TO EXAMINER
Monday, July 30, 2012TEAS AMENDMENT ENTERED BEFORE ATTORNEY ASSIGNED
Monday, July 30, 2012TEAS VOLUNTARY AMENDMENT RECEIVED
Friday, July 27, 2012NEW APPLICATION OFFICE SUPPLIED DATA ENTERED IN TRAM
Tuesday, July 24, 2012NEW APPLICATION ENTERED IN TRAM