| Serial Number | 86178471 |
| Word Mark | FINANCIAL TRAJECTORY ANALYSIS |
| Filing Date | Wednesday, January 29, 2014 |
| Status | 800 - REGISTERED AND RENEWED |
| Status Date | Thursday, June 13, 2024 |
| Registration Number | 4608943 |
| Registration Date | Tuesday, September 23, 2014 |
| Mark Drawing | 4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | Tuesday, July 8, 2014 |
| Goods and Services | Advisory services in the field of employee benefits for group healthcare and business insurance offered to employees in addition to standard benefits such as medical, dental, life insurance including short term disability, long term disability, cancer insurance, accidental death and dismemberment; 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, assisting others with the completion of financial transactions for stocks, bonds, securities and equities; 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, life insurance settlement services; Financial services, namely, providing an investment option available for variable annuity and variable life insurance products; Financial services, namely, wealth management services; Insurance services, namely, underwriting, issuing and administration of life insurance; Life insurance brokerage; Life insurance underwriting; Providing financial services with respect to securities and other financial instruments and products, namely, money management services |
| NOT AVAILABLE | "FINANCIAL" AND "ANALYSIS" |
| 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 | Monday, February 10, 2014 |
| Primary Code | 036 |
| First Use Anywhere Date | Monday, January 6, 2014 |
| First Use In Commerce Date | Monday, January 6, 2014 |
| Party Name | NOT AVAILABLE |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 01 - Individual |
| Address | Melville, NY 11747 |
| Party Name | NOT AVAILABLE |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 01 - Individual |
| Address | Melville, NY 11747 |
| Party Name | NOT AVAILABLE |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 01 - Individual |
| Address | Melville, NY 11747 |
| Event Date | Event Description |
| Monday, February 10, 2014 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Saturday, February 1, 2014 | NEW APPLICATION ENTERED |
| Wednesday, May 14, 2014 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Thursday, May 15, 2014 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Saturday, May 31, 2014 | LAW OFFICE PUBLICATION REVIEW COMPLETED |
| Monday, May 5, 2014 | ASSIGNED TO EXAMINER |
| Tuesday, May 6, 2014 | NON-FINAL ACTION WRITTEN |
| Tuesday, May 6, 2014 | NON-FINAL ACTION E-MAILED |
| Tuesday, May 6, 2014 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Wednesday, May 14, 2014 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Friday, May 16, 2014 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Friday, May 30, 2014 | ASSIGNED TO LIE |
| Tuesday, September 23, 2014 | REGISTERED-PRINCIPAL REGISTER |
| Monday, September 23, 2019 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED |
| Friday, December 6, 2019 | TEAS SECTION 8 RECEIVED |
| Friday, December 6, 2019 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
| Wednesday, June 18, 2014 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Tuesday, July 8, 2014 | PUBLISHED FOR OPPOSITION |
| Tuesday, July 8, 2014 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, January 14, 2020 | CASE ASSIGNED TO POST REGISTRATION PARALEGAL |
| Tuesday, January 14, 2020 | REGISTERED - SEC. 8 (6-YR) ACCEPTED |
| Tuesday, January 14, 2020 | NOTICE OF ACCEPTANCE OF SEC. 8 - E-MAILED |
| Saturday, September 23, 2023 | COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED |
| Monday, March 11, 2024 | TEAS SECTION 8 & 9 RECEIVED |
| Thursday, June 13, 2024 | NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED |
| Thursday, June 13, 2024 | CASE ASSIGNED TO POST REGISTRATION PARALEGAL |
| Thursday, June 13, 2024 | REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS) |
| Thursday, June 13, 2024 | REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED |