EATING THE FINANCIAL ELEPHANT Trademark

Trademark Overview


On Friday, December 4, 2015, a trademark application was filed for EATING THE FINANCIAL ELEPHANT with the United States Patent and Trademark Office. The USPTO has given the EATING THE FINANCIAL ELEPHANT trademark a serial number of 86839735. The federal status of this trademark filing is CANCELLED - SECTION 8 as of Friday, February 17, 2023. This trademark is owned by Hewins Financial Advisors, LLC. The EATING THE FINANCIAL ELEPHANT trademark is filed in the Insurance & Financial Services and Education & Entertainment Services categories with the following description:

Education services, namely, providing non-downloadable webinars in the field of personal finance and financial planning; Education services, namely, providing on-line non-downloadable webinars and articles in the field of personal finance and financial planning; Education services, namely, providing non-downloadable webinars and articles via the internet in the field of personal finance and financial planning; Educational services, namely, providing continuing professional education courses in the field of personal finance and financial planning; Educational services, namely, providing on-line non-downloadable webinars and articles in the field of personal finance and financial planning; Providing a website featuring non-downloadable videos in the field of financial planning

Financial advice; Financial advice and consultancy services; Financial advice, namely, budget planning; Financial advisory and consultancy services; Financial advisory and consultancy services, namely, the creation of personalized strategies to achieve financial independence; Financial asset management; Financial consultancy and insurance consultancy; Financial consultation; Financial consulting; Financial counseling services, namely, helping others build a better working relationship with their money; Financial information and advisory services; Financial management of employee pension plans; Financial planning; Financial planning and investment advisory services; Financial planning consultation; Financial planning for retirement; Financial planning services, namely, developing and managing charitable giving programs on behalf of wealthy individuals or families; Financial portfolio analysis services; Financial retirement plan consulting services; Financial services, namely, assisting ...
eating the financial elephant

General Information


Serial Number86839735
Word MarkEATING THE FINANCIAL ELEPHANT
Filing DateFriday, December 4, 2015
Status710 - CANCELLED - SECTION 8
Status DateFriday, February 17, 2023
Registration Number5012349
Registration DateTuesday, August 2, 2016
Mark Drawing4000 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateTuesday, May 17, 2016

Trademark Statements


Goods and ServicesEducation services, namely, providing non-downloadable webinars in the field of personal finance and financial planning; Education services, namely, providing on-line non-downloadable webinars and articles in the field of personal finance and financial planning; Education services, namely, providing non-downloadable webinars and articles via the internet in the field of personal finance and financial planning; Educational services, namely, providing continuing professional education courses in the field of personal finance and financial planning; Educational services, namely, providing on-line non-downloadable webinars and articles in the field of personal finance and financial planning; Providing a website featuring non-downloadable videos in the field of financial planning
Goods and ServicesFinancial advice; Financial advice and consultancy services; Financial advice, namely, budget planning; Financial advisory and consultancy services; Financial advisory and consultancy services, namely, the creation of personalized strategies to achieve financial independence; Financial asset management; Financial consultancy and insurance consultancy; Financial consultation; Financial consulting; Financial counseling services, namely, helping others build a better working relationship with their money; Financial information and advisory services; Financial management of employee pension plans; Financial planning; Financial planning and investment advisory services; Financial planning consultation; Financial planning for retirement; Financial planning services, namely, developing and managing charitable giving programs on behalf of wealthy individuals or families; Financial portfolio analysis services; Financial retirement plan consulting services; Financial services, namely, assisting others with the completion of financial transactions for stocks, bonds, securities and equities; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; Investment advice; Investment advisory services; Investment consultancy; Investment consultation; Investment management; Investment of funds; Investment of funds for others; Mutual fund advisory services; Mutual fund investment; Mutual funds and capital investment; Private equity fund investment services; 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; Strategic financial advisory services

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, February 17, 2023
Primary Code036
First Use Anywhere DateMonday, April 29, 2013
First Use In Commerce DateMonday, April 29, 2013

International Class041 - Education; providing of training; entertainment; sporting and cultural activities.
US Class Codes100, 101, 107
Class Status Code2 - Sec. 8 - Entire Registration
Class Status DateFriday, February 17, 2023
Primary Code041
First Use Anywhere DateMonday, April 29, 2013
First Use In Commerce DateMonday, April 29, 2013

Trademark Owner History


Party NameHewins Financial Advisors, LLC
Party Type30 - Original Registrant
Legal Entity Type16 - Limited Liability Company
AddressRedwood City, CA 94065

Party NameHewins Financial Advisors, LLC
Party Type20 - Owner at Publication
Legal Entity Type16 - Limited Liability Company
AddressRedwood City, CA 94065

Party NameHewins Financial Advisors, LLC
Party Type10 - Original Applicant
Legal Entity Type16 - Limited Liability Company
AddressRedwood City, CA 94065

Trademark Events


Event DateEvent Description
Friday, February 17, 2023CANCELLED SEC. 8 (6-YR)
Monday, August 2, 2021COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
Tuesday, August 2, 2016REGISTERED-PRINCIPAL REGISTER
Tuesday, May 17, 2016OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Tuesday, May 17, 2016PUBLISHED FOR OPPOSITION
Wednesday, April 27, 2016NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Thursday, April 14, 2016LAW OFFICE PUBLICATION REVIEW COMPLETED
Monday, April 11, 2016ASSIGNED TO LIE
Wednesday, March 23, 2016APPROVED FOR PUB - PRINCIPAL REGISTER
Wednesday, March 23, 2016EXAMINER'S AMENDMENT ENTERED
Wednesday, March 23, 2016NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
Wednesday, March 23, 2016EXAMINERS AMENDMENT E-MAILED
Wednesday, March 23, 2016EXAMINERS AMENDMENT -WRITTEN
Tuesday, March 22, 2016ASSIGNED TO EXAMINER
Wednesday, December 9, 2015NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Tuesday, December 8, 2015NEW APPLICATION ENTERED