CRYSTAL BROOK ADVISORS Trademark

Trademark Overview


On Tuesday, July 1, 2014, a trademark application was filed for CRYSTAL BROOK ADVISORS with the United States Patent and Trademark Office. The USPTO has given the CRYSTAL BROOK ADVISORS trademark a serial number of 86326181. The federal status of this trademark filing is SECTION 8 - ACCEPTED as of Friday, January 29, 2021. This trademark is owned by CRYSTAL BROOK ADVISORS. The CRYSTAL BROOK ADVISORS 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 information provided by electronic means in the field of financial planning; financial investment brokerage services; financial investment in the field of financial planning; 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; 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, providing an investment option available for variable a...
crystal brook advisors

General Information


Serial Number86326181
Word MarkCRYSTAL BROOK ADVISORS
Filing DateTuesday, July 1, 2014
Status701 - SECTION 8 - ACCEPTED
Status DateFriday, January 29, 2021
Registration Number4796559
Registration DateTuesday, August 18, 2015
Mark Drawing4000 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateTuesday, December 2, 2014

Trademark Statements


Disclaimer with Predetermined Text"ADVISORS"
Goods and ServicesAdvice relating to investments; financial and investment services, namely, asset and investment acquisition, consultation, advisory and development; financial information provided by electronic means in the field of financial planning; financial investment brokerage services; financial investment in the field of financial planning; 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; 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, providing an investment option available for variable annuity and variable life insurance products; fund investment consultation; investment advice; investment advisory services; investment consultation; investment management; investment management of and distribution of annuities; investment management of and distribution of variable annuities; investment of funds for others; investment services, namely, asset acquisition, consultation, development and management services; mutual fund investment; mutual funds and capital 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, commentary and advice in the field of finance, financial investments and financial valuations; trust services, namely, investment and trust company services

Classification Information


International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateTuesday, July 8, 2014
Primary Code036
First Use Anywhere DateFriday, July 4, 2014
First Use In Commerce DateFriday, July 4, 2014

Trademark Owner History


Party NameCRYSTAL BROOK ADVISORS
Party Type30 - Original Registrant
Legal Entity Type16 - Limited Liability Company
AddressMOUNT SINAI, NY 11766

Party NameCRYSTAL BROOK ADVISORS
Party Type20 - Owner at Publication
Legal Entity Type16 - Limited Liability Company
AddressMOUNT SINAI, NY 11766

Party NameCRYSTAL BROOK ADVISORS
Party Type10 - Original Applicant
Legal Entity Type16 - Limited Liability Company
AddressMOUNT SINAI, NY 11766

Trademark Events


Event DateEvent Description
Saturday, January 30, 2021NOTICE OF ACCEPTANCE OF SEC. 8 - E-MAILED
Friday, January 29, 2021REGISTERED - SEC. 8 (6-YR) ACCEPTED
Friday, January 29, 2021CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Tuesday, December 15, 2020TEAS SECTION 8 RECEIVED
Tuesday, August 18, 2020COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
Tuesday, August 18, 2015REGISTERED-PRINCIPAL REGISTER
Friday, July 17, 2015NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
Thursday, July 16, 2015ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
Tuesday, July 7, 2015STATEMENT OF USE PROCESSING COMPLETE
Friday, June 5, 2015USE AMENDMENT FILED
Saturday, July 4, 2015CASE ASSIGNED TO INTENT TO USE PARALEGAL
Friday, June 5, 2015TEAS STATEMENT OF USE RECEIVED
Tuesday, January 27, 2015NOA E-MAILED - SOU REQUIRED FROM APPLICANT
Tuesday, December 2, 2014OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Tuesday, December 2, 2014PUBLISHED FOR OPPOSITION
Wednesday, November 12, 2014NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Thursday, October 30, 2014LAW OFFICE PUBLICATION REVIEW COMPLETED
Thursday, October 30, 2014ASSIGNED TO LIE
Friday, October 10, 2014APPROVED FOR PUB - PRINCIPAL REGISTER
Friday, October 10, 2014EXAMINER'S AMENDMENT ENTERED
Friday, October 10, 2014NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
Friday, October 10, 2014EXAMINERS AMENDMENT E-MAILED
Friday, October 10, 2014EXAMINERS AMENDMENT -WRITTEN
Thursday, October 9, 2014ASSIGNED TO EXAMINER
Tuesday, July 8, 2014NEW APPLICATION OFFICE SUPPLIED DATA ENTERED IN TRAM
Friday, July 4, 2014NEW APPLICATION ENTERED IN TRAM