FINANCIAL CONTROL SCORECARD Trademark

Trademark Overview

On Tuesday, August 22, 2006, a trademark application was filed for FINANCIAL CONTROL SCORECARD with the United States Patent and Trademark Office. The USPTO has given the FINANCIAL CONTROL SCORECARD trademark a serial number of 78957821. The federal status of this trademark filing is REGISTERED AND RENEWED as of Thursday, January 12, 2017. This trademark is owned by United Capital Financial Partners, Inc.. The FINANCIAL CONTROL SCORECARD trademark is filed in the Insurance & Financial Services category with the following description:

FINANCIAL SERVICES, namely, FINANCIAL ANALYSIS AND [ CONSULATION ] * CONSULTATION *, CAPITAL AND FUNDS INVESTMENT CONSULTATION, FUNDS INVESTMENTS, SECURITIES INVESTMENTS, FINANCIAL PORTFOLIO MANAGEMENT, INVESTMENT MANAGEMENT, INVESTMENT OF FUNDS FOR OTHERS; FINANCIAL PLANNING AND RESEARCH
financial control scorecard

General Information

Serial Number78957821
Word MarkFINANCIAL CONTROL SCORECARD
Filing DateTuesday, August 22, 2006
Status800 - REGISTERED AND RENEWED
Status DateThursday, January 12, 2017
Registration Number3302570
Registration DateTuesday, October 2, 2007
Mark Drawing4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateTuesday, July 17, 2007

Trademark Statements

Certificate of Correction for RegistrationIn the statement, column 1, line 6 "consulation" should be deleted and "consultation" should be inserted.
Pseudo MarkFINANCIAL CONTROL SCORE CARD
Goods and ServicesFINANCIAL SERVICES, namely, FINANCIAL ANALYSIS AND [ CONSULATION ] * CONSULTATION *, CAPITAL AND FUNDS INVESTMENT CONSULTATION, FUNDS INVESTMENTS, SECURITIES INVESTMENTS, FINANCIAL PORTFOLIO MANAGEMENT, INVESTMENT MANAGEMENT, INVESTMENT OF FUNDS FOR OTHERS; FINANCIAL PLANNING AND RESEARCH
NOT AVAILABLE"FINANCIAL CONTROL"

Classification Information

International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateMonday, August 28, 2006
Primary Code036
First Use Anywhere DateWednesday, September 28, 2005
First Use In Commerce DateWednesday, September 28, 2005

Trademark Owner History

Party NameUNITED CAPITAL FINANCIAL PARTNERS, LLC
Party Type32 - New Owner After Registration
Legal Entity Type16 - Limited Liability Company
AddressIRVING, TX 75062
Party NameUNITED CAPITAL FINANCIAL PARTNERS, INC.
Party Type31 - New Owner After Registration
Legal Entity Type03 - Corporation
AddressNewport Beach, CA 92660
Party NameUnited Capital Financial Partners, Inc.
Party Type30 - Original Registrant
Legal Entity Type03 - Corporation
AddressNewport Beach, CA 92660
Party NameUnited Capital Financial Partners, Inc.
Party Type20 - Owner at Publication
Legal Entity Type03 - Corporation
AddressNewport Beach, CA 92660
Party NameUnited Capital Financial Partners, Inc.
Party Type10 - Original Applicant
Legal Entity Type03 - Corporation
AddressNewport Beach, CA 92660

Trademark Events

Event DateEvent Description
Friday, December 22, 2006ASSIGNED TO EXAMINER
Monday, August 28, 2006NEW APPLICATION ENTERED
Tuesday, August 29, 2006NOTICE OF PSEUDO MARK MAILED
Tuesday, July 17, 2007PUBLISHED FOR OPPOSITION
Wednesday, January 3, 2007NON-FINAL ACTION WRITTEN
Wednesday, January 3, 2007NON-FINAL ACTION E-MAILED
Wednesday, April 25, 2007TEAS RESPONSE TO OFFICE ACTION RECEIVED
Wednesday, April 25, 2007CORRESPONDENCE RECEIVED IN LAW OFFICE
Thursday, April 26, 2007TEAS/EMAIL CORRESPONDENCE ENTERED
Thursday, May 17, 2007APPROVED FOR PUB - PRINCIPAL REGISTER
Monday, June 11, 2007ASSIGNED TO LIE
Monday, June 11, 2007LAW OFFICE PUBLICATION REVIEW COMPLETED
Wednesday, June 27, 2007NOTICE OF PUBLICATION
Tuesday, June 25, 2013TEAS SECTION 7 REQUEST RECEIVED
Tuesday, October 2, 2007REGISTERED-PRINCIPAL REGISTER
Wednesday, July 20, 2011ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY
Sunday, June 24, 2012TEAS CHANGE OF CORRESPONDENCE RECEIVED
Friday, September 7, 2012TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Friday, September 7, 2012ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Monday, September 10, 2012TEAS CHANGE OF OWNER ADDRESS RECEIVED
Monday, September 10, 2012APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
Friday, June 21, 2013TEAS SECTION 8 & 15 RECEIVED
Friday, June 21, 2013REGISTERED - SEC. 8 (6-YR) & SEC. 15 FILED
Saturday, November 16, 2013CORRECTION UNDER SECTION 7 - PROCESSED
Saturday, November 16, 2013REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
Saturday, November 16, 2013NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
Monday, December 2, 2013OTQR WITHDRAWAL FROM PUBLICATION
Tuesday, June 25, 2013SEC 7 REQUEST FILED
Thursday, August 22, 2013POST REGISTRATION ACTION MAILED - SEC. 7
Wednesday, July 3, 2013CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Wednesday, July 3, 2013CORRECTION UNDER SECTION 7 - PROCESSED
Monday, July 15, 2013OTQR WITHDRAWAL FROM PUBLICATION
Tuesday, September 24, 2013POST REGISTRATION ACTION MAILED - SEC. 7
Thursday, November 14, 2013PAPER RECEIVED
Thursday, January 12, 2017CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Friday, December 13, 2013CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Saturday, December 14, 2013POST REGISTRATION ACTION MAILED - SEC. 7
Friday, December 12, 2014REGISTERED - SEC. 7 REQUEST ABANDONED
Wednesday, July 29, 2015ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY
Monday, October 12, 2015TEAS CHANGE OF OWNER ADDRESS RECEIVED
Monday, October 12, 2015APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
Sunday, October 2, 2016COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
Thursday, November 3, 2016TEAS SECTION 8 & 9 RECEIVED
Monday, September 30, 2019TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Thursday, January 12, 2017REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
Thursday, January 12, 2017REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
Thursday, January 12, 2017NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
Friday, August 9, 2019TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Friday, August 9, 2019ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Monday, September 30, 2019ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Wednesday, November 8, 2023AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
Thursday, May 23, 2024ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY
Thursday, July 11, 2024ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY

Related Keywords

scorecard control financial investment funds management consultation investments consulation others planning research