FLI REPORT Trademark

Trademark Overview


On Monday, October 10, 2016, a trademark application was filed for FLI REPORT with the United States Patent and Trademark Office. The USPTO has given the FLI REPORT trademark a serial number of 87198407. The federal status of this trademark filing is CANCELLED - SECTION 8 as of Friday, March 15, 2024. This trademark is owned by PACIFIC CAPITAL WEALTH ADVISORS INC. The FLI REPORT trademark is filed in the Insurance & Financial Services category with the following description:

Credit and financial consultation; Financial advice; Financial advice and consultancy services; Financial advice, namely, budget planning; Financial advisory and consultancy services, namely, the creation of personalized strategies to achieve financial independence; Financial advisory and consultancy services, namely, creating personalized strategies for achieving financial independence; Financial advisory and consultancy services; Financial affairs and monetary affairs, namely, financial information, management and analysis services; Financial analyses; Financial analysis; Financial analysis and research services; Financial analysis and consultation; Financial analysis, namely, compiling and analyzing statistics, data and other sources of information for financial purposes; Financial and investment services, namely, asset and investment acquisition, consultation, advisory and development; Financial and investment services, namely, management and brokerage in the fields of stocks, bond...
fli report

General Information


Serial Number87198407
Word MarkFLI REPORT
Filing DateMonday, October 10, 2016
Status710 - CANCELLED - SECTION 8
Status DateFriday, March 15, 2024
Registration Number5274625
Registration DateTuesday, August 29, 2017
Mark Drawing4000 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateTuesday, June 13, 2017

Trademark Statements


Pseudo MarkFINANCIAL LIFE INSPECTION REPORT
Goods and ServicesCredit and financial consultation; Financial advice; Financial advice and consultancy services; Financial advice, namely, budget planning; Financial advisory and consultancy services, namely, the creation of personalized strategies to achieve financial independence; Financial advisory and consultancy services, namely, creating personalized strategies for achieving financial independence; Financial advisory and consultancy services; Financial affairs and monetary affairs, namely, financial information, management and analysis services; Financial analyses; Financial analysis; Financial analysis and research services; Financial analysis and consultation; Financial analysis, namely, compiling and analyzing statistics, data and other sources of information for financial purposes; Financial and investment services, namely, asset and investment acquisition, consultation, advisory and development; Financial and investment services, namely, management and brokerage in the fields of stocks, bonds, options, commodities, futures and other securities, and the investment of funds of others; Financial asset management; Financial consultancy; Financial consultancy and insurance consultancy; Financial consultation; Financial consulting; Financial consulting services, namely, expert analysis in finance; Financial counseling services, namely, helping others build a better working relationship with their money; Financial due diligence; Financial evaluation, tracking, analysis, forecasting, consultancy, advisory and research services relating to securities and other financial instruments; Financial evaluation for insurance purposes; Financial forecasting; Financial information; Financial information and evaluations; Financial information and advisory services; Financial information provided by electronic means; Financial investment analysis and stock research; Financial loan consultation; Financial management; 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 planning, namely, creating personalized strategies for achieving financial independence; Financial planning, namely, the creation of personalized strategies to achieve financial independence; Financial portfolio analysis services; Financial portfolio management; Financial research; Financial research and information services; Financial retirement plan consulting services; Financial risk assessment services; Financial risk management; Financial risk management consultation; Financial services, namely, wealth management services; Financial services, namely, providing an investment option available for variable annuity and variable life insurance products; 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, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; Financial services, namely, mortgage planning; Financial trust planning; Insurance and financial information and consultancy services; Monitoring financial markets for investment purposes; On-line financial planning services; Providing financial services with respect to securities and other financial instruments and products, namely, money management services; Providing financial services with respect to securities and other financial instruments and products, namely, providing financial market news and commentary; Providing financial information; Providing financial information via a web site; Providing information in the field of financial stock and equity markets; Providing information and research in the field of finance and financial investments; 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; Providing investors with financial information; Provision of financial information; Strategic financial advisory services
Disclaimer with Predetermined Text"REPORT"

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, March 15, 2024
Primary Code036
First Use Anywhere DateThursday, September 1, 2016
First Use In Commerce DateThursday, September 1, 2016

Trademark Owner History


Party NamePACIFIC CAPITAL WEALTH ADVISORS INC
Party Type30 - Original Registrant
Legal Entity Type03 - Corporation
AddressCorona, CA 92879

Party NamePACIFIC CAPITAL WEALTH ADVISORS INC
Party Type20 - Owner at Publication
Legal Entity Type03 - Corporation
AddressCorona, CA 92879

Party NamePACIFIC CAPITAL WEALTH ADVISORS INC
Party Type10 - Original Applicant
Legal Entity Type03 - Corporation
AddressCorona, CA 92879

Trademark Events


Event DateEvent Description
Friday, March 15, 2024CANCELLED SEC. 8 (6-YR)
Monday, August 29, 2022COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
Tuesday, August 29, 2017REGISTERED-PRINCIPAL REGISTER
Tuesday, June 13, 2017OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Tuesday, June 13, 2017PUBLISHED FOR OPPOSITION
Wednesday, May 24, 2017NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Wednesday, May 10, 2017TEAS CHANGE OF CORRESPONDENCE RECEIVED
Thursday, May 4, 2017APPROVED FOR PUB - PRINCIPAL REGISTER
Thursday, May 4, 2017EXAMINER'S AMENDMENT ENTERED
Thursday, May 4, 2017NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
Thursday, May 4, 2017EXAMINERS AMENDMENT E-MAILED
Thursday, May 4, 2017EXAMINERS AMENDMENT -WRITTEN
Tuesday, January 24, 2017NOTIFICATION OF NON-FINAL ACTION E-MAILED
Tuesday, January 24, 2017NON-FINAL ACTION E-MAILED
Tuesday, January 24, 2017NON-FINAL ACTION WRITTEN
Wednesday, January 18, 2017ASSIGNED TO EXAMINER
Saturday, October 15, 2016NOTICE OF PSEUDO MARK E-MAILED
Friday, October 14, 2016NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Thursday, October 13, 2016NEW APPLICATION ENTERED