| Serial Number | 97195069 |
| Word Mark | FINANCIAL SYNERGISTICS |
| Filing Date | Wednesday, December 29, 2021 |
| Status | 760 - EX PARTE APPEAL PENDING |
| Status Date | Wednesday, March 6, 2024 |
| Registration Number | 0000000 |
| Registration Date | NOT AVAILABLE |
| Mark Drawing | 4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | NOT AVAILABLE |
| Goods and Services | Financial advisory and consultancy services; Financial analysis and research services; Financial consultancy and insurance consultancy; Financial counseling services, namely, helping others build a better working relationship with their money; Financial evaluation for insurance purposes; Financial planning and investment advisory services; Financial research and information services; Financial retirement plan consulting services; Financial risk assessment services; Financial services in the nature of an investment security; 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, investment fund transfer and transaction services; Financial services, namely, providing an investment option available for variable annuity and variable life insurance products; Financial services, namely, wealth management services; Financial consulting services, namely, expert analysis in finance; Financial portfolio analysis services; Insurance and financial information and consultancy services; Insurance brokerage in the field of life, disability, and long term care; Insurance information and consultancy; Insurance underwriting consultation; Life insurance brokerage; Providing financial assessment services to individuals, families, business owners, and businesses; Providing financial consultation services to individuals, families, business owners, and businesses; Providing financial information services to individuals, families, business owners, and businesses; Providing financial services with respect to securities and other financial instruments and products, namely, money management services; Providing information in insurance matters; Strategic financial advisory services; Strategic corporate financial advisory services |
| NOT AVAILABLE | "FINANCIAL" |
| International Class | 036 - Insurance; financial affairs; monetary affairs; real estate affairs. |
| US Class Codes | 100, 101, 102 |
| Class Status Code | 6 - Active |
| Class Status Date | Wednesday, January 5, 2022 |
| Primary Code | 036 |
| First Use Anywhere Date | Saturday, March 1, 1986 |
| First Use In Commerce Date | Tuesday, January 2, 2018 |
| Party Name | Financial Synergistics Group, Inc. |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 03 - Corporation |
| Address | Tustin, CA 92780 |
| Event Date | Event Description |
| Saturday, January 1, 2022 | NEW APPLICATION ENTERED |
| Wednesday, January 5, 2022 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Saturday, October 1, 2022 | ASSIGNED TO EXAMINER |
| Tuesday, October 4, 2022 | NON-FINAL ACTION WRITTEN |
| Tuesday, October 4, 2022 | NON-FINAL ACTION E-MAILED |
| Tuesday, October 4, 2022 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Friday, March 31, 2023 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Friday, March 31, 2023 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Friday, March 31, 2023 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Wednesday, April 19, 2023 | FINAL REFUSAL WRITTEN |
| Wednesday, April 19, 2023 | FINAL REFUSAL E-MAILED |
| Wednesday, April 19, 2023 | NOTIFICATION OF FINAL REFUSAL EMAILED |
| Friday, July 14, 2023 | APPLICATION EXTENSION TO RESPONSE PERIOD - RECEIVED |
| Friday, July 14, 2023 | APPLICATION EXTENSION GRANTED/RECEIPT PROVIDED |
| Friday, July 14, 2023 | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
| Friday, July 14, 2023 | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |
| Friday, July 14, 2023 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
| Thursday, October 19, 2023 | EXPARTE APPEAL RECEIVED AT TTAB |
| Thursday, October 19, 2023 | JURISDICTION RESTORED TO EXAMINING ATTORNEY |
| Thursday, October 19, 2023 | EX PARTE APPEAL-INSTITUTED |
| Wednesday, November 8, 2023 | ACTION DENYING REQ FOR RECON E-MAILED |
| Thursday, October 19, 2023 | TEAS REQUEST FOR RECONSIDERATION RECEIVED |
| Wednesday, November 8, 2023 | ACTION CONTINUING FINAL - COMPLETED |
| Wednesday, November 8, 2023 | NOTIFICATION OF ACTION DENYING REQ FOR RECON E-MAILED |
| Tuesday, January 9, 2024 | JURISDICTION RESTORED TO EXAMINING ATTORNEY |
| Wednesday, March 6, 2024 | NOTIFICATION OF EXAMINERS STATEMENT E-MAILED |
| Wednesday, March 6, 2024 | EXAMINERS STATEMENT - COMPLETED |
| Wednesday, March 6, 2024 | EXAMINERS STATEMENT E-MAILED |
| Tuesday, March 26, 2024 | REPLY BRIEF FILED - CHECK TTAB FILES |
| Monday, August 12, 2024 | EX PARTE APPEAL-REFUSAL AFFIRMED |