DIRECT FIDUCIARY Trademark

Trademark Overview

On Tuesday, January 6, 2015, a trademark application was filed for DIRECT FIDUCIARY with the United States Patent and Trademark Office. The USPTO has given the DIRECT FIDUCIARY trademark a serial number of 86496140. The federal status of this trademark filing is CANCELLED - SECTION 8 as of Friday, May 12, 2023. This trademark is owned by CapFinancial Partners, LLC. The DIRECT FIDUCIARY trademark is filed in the Insurance & Financial Services category with the following description:

investment consulting services, relating to retirement plans for corporations, higher education, public schools, tax-exempt organizations and certain religious institutions
direct fiduciary

General Information

Serial Number86496140
Word MarkDIRECT FIDUCIARY
Filing DateTuesday, January 6, 2015
Status710 - CANCELLED - SECTION 8
Status DateFriday, May 12, 2023
Registration Number5075265
Registration DateTuesday, November 1, 2016
Mark Drawing4000 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateNOT AVAILABLE

Trademark Statements

Goods and Servicesinvestment consulting services, relating to retirement plans for corporations, higher education, public schools, tax-exempt organizations and certain religious institutions
Disclaimer with Predetermined Text"FIDUCIARY"

Classification Information

International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code2 - Sec. 8 - Entire Registration
Class Status DateFriday, May 12, 2023
Primary Code036
First Use Anywhere DateWednesday, December 31, 2014
First Use In Commerce DateWednesday, December 31, 2014

Trademark Owner History

Party NameCapFinancial Partners, LLC
Party Type30 - Original Registrant
Legal Entity Type16 - Limited Liability Company
AddressRaleigh, NC 27609
Party NameCapFinancial Partners, LLC
Party Type10 - Original Applicant
Legal Entity Type16 - Limited Liability Company
AddressRaleigh, NC 27609

Trademark Events

Event DateEvent Description
Friday, May 12, 2023CANCELLED SEC. 8 (6-YR)
Monday, November 1, 2021COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
Wednesday, September 25, 2019ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY
Tuesday, November 1, 2016REGISTERED-SUPPLEMENTAL REGISTER
Monday, September 26, 2016LAW OFFICE PUBLICATION REVIEW COMPLETED
Wednesday, September 21, 2016ASSIGNED TO LIE
Monday, September 5, 2016APPROVED FOR REGISTRATION SUPPLEMENTAL REGISTER
Thursday, August 11, 2016TEAS/EMAIL CORRESPONDENCE ENTERED
Thursday, August 11, 2016CORRESPONDENCE RECEIVED IN LAW OFFICE
Thursday, August 11, 2016TEAS REQUEST FOR RECONSIDERATION RECEIVED
Tuesday, July 26, 2016NOTICE OF ACCEPTANCE OF AMENDMENT TO ALLEGE USE E-MAILED
Monday, July 25, 2016USE AMENDMENT ACCEPTED
Thursday, July 14, 2016AMENDMENT TO USE PROCESSING COMPLETE
Thursday, July 14, 2016USE AMENDMENT FILED
Wednesday, July 13, 2016TEAS AMENDMENT OF USE RECEIVED
Thursday, June 23, 2016NOTIFICATION OF FINAL REFUSAL EMAILED
Thursday, June 23, 2016FINAL REFUSAL E-MAILED
Thursday, June 23, 2016FINAL REFUSAL WRITTEN
Friday, May 13, 2016TEAS/EMAIL CORRESPONDENCE ENTERED
Wednesday, May 11, 2016CORRESPONDENCE RECEIVED IN LAW OFFICE
Wednesday, May 11, 2016TEAS RESPONSE TO OFFICE ACTION RECEIVED
Thursday, November 12, 2015NOTIFICATION OF NON-FINAL ACTION E-MAILED
Thursday, November 12, 2015NON-FINAL ACTION E-MAILED
Thursday, November 12, 2015NON-FINAL ACTION WRITTEN
Thursday, October 15, 2015TEAS/EMAIL CORRESPONDENCE ENTERED
Thursday, October 15, 2015CORRESPONDENCE RECEIVED IN LAW OFFICE
Thursday, October 15, 2015TEAS RESPONSE TO OFFICE ACTION RECEIVED
Friday, April 17, 2015NOTIFICATION OF NON-FINAL ACTION E-MAILED
Friday, April 17, 2015NON-FINAL ACTION E-MAILED
Friday, April 17, 2015NON-FINAL ACTION WRITTEN
Monday, April 13, 2015ASSIGNED TO EXAMINER
Thursday, January 15, 2015NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Friday, January 9, 2015NEW APPLICATION ENTERED

Related Keywords

fiduciary direct exempt schools public organizations certain institutions religious education higher services