| Serial Number | 88115668 |
| Word Mark | GLASSJACOBSON FINANCIAL GROUP |
| Filing Date | Thursday, September 13, 2018 |
| Status | 700 - REGISTERED |
| Status Date | Tuesday, May 14, 2019 |
| Registration Number | 5750097 |
| Registration Date | Tuesday, May 14, 2019 |
| Mark Drawing | 3 - Illustration: Drawing or design which also includes word(s) / letter(s) / number(s) |
| Published for Opposition Date | Tuesday, February 26, 2019 |
| Description of Mark | The mark consists of "GLASSJACOBSON FINANCIAL GROUP", with "GLASS" in blue capital letters and "JACOBSON" in thicker orange letters, with the first "O" in "JACOBSON" comprised of orange and blue arrows pointing to each other, above "FINANCIAL GROUP" in thin capital gray letters. The white areas in the mark represent background and/or transparency and are not a part of the mark. |
| Goods and Services | Financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; Consulting services in the field of retirement plan administration and fiduciary compliance; Financial administration of retirement plans, Financial planning for retirement; Individual retirement account services; Regulatory compliance consulting in the field of retirement plan administration; Advice relating to investments; Advising others concerning investments in intellectual property assets and intangible business assets, both directly and indirectly through other entities; Annuity services, namely, account and investment administration; Annuity services, namely, account and investment administration and the investment and distribution of annuity funds; Capital investment consulting; Capital investment services; Equity capital investment; Fund investment consultation; Financial services, namely, providing an investment option available for variable annuity and variable life insurance products, Financial services, namely, wealth management services |
| Indication of Colors claimed | The color(s) BLUE, ORANGE AND GRAY is/are claimed as a feature of the mark. |
| Goods and Services | Accounting consultation; Accounting for third parties; Accounting services; Administrative accounting; Business information and accounting advisory services; Business management and consulting services for the health care industry, namely, customer service, accounting services, and web-based advertising and marketing services; Consulting and information concerning accounting; Cost accounting; Audit support services, namely, review and analysis of a company's sales, as well as the preparation, organization and presentation of the documents and data requested by a government body, and advice on government audit processes, policies and strategy; Preparation of reports relating to finance and investments; Income tax consultation; Income tax preparation; Management of tax files; Tax advisory services; Tax and taxation planning, advice, information and consultancy services; Tax assessment; Tax consultation; Tax filing services; tax preparation; Forensic accounting services |
| NOT AVAILABLE | "FINANCIAL GROUP" |
| International Class | 035 - Advertising; business management; business administration; office functions. |
| US Class Codes | 100, 101, 102 |
| Class Status Code | 6 - Active |
| Class Status Date | Thursday, September 20, 2018 |
| Primary Code | 035 |
| First Use Anywhere Date | Friday, March 4, 2016 |
| First Use In Commerce Date | Friday, March 4, 2016 |
| 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 | Thursday, September 20, 2018 |
| Primary Code | 036 |
| First Use Anywhere Date | Friday, March 4, 2016 |
| First Use In Commerce Date | Friday, March 4, 2016 |
| Party Name | Glass Jacobson, P.A. |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 99 - Other |
| Address | Owings Mills, MD 21117 |
| Party Name | Glass Jacobson, P.A. |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 99 - Other |
| Address | Owings Mills, MD 21117 |
| Party Name | Glass Jacobson, P.A. |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 99 - Other |
| Address | Owings Mills, MD 21117 |
| Event Date | Event Description |
| Thursday, September 20, 2018 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Friday, September 21, 2018 | NOTICE OF DESIGN SEARCH CODE E-MAILED |
| Thursday, December 27, 2018 | EXAMINERS AMENDMENT -WRITTEN |
| Thursday, December 27, 2018 | EXAMINER'S AMENDMENT ENTERED |
| Thursday, December 27, 2018 | EXAMINERS AMENDMENT E-MAILED |
| Monday, September 17, 2018 | NEW APPLICATION ENTERED |
| Wednesday, December 26, 2018 | ASSIGNED TO EXAMINER |
| Thursday, December 27, 2018 | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED |
| Thursday, December 27, 2018 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Wednesday, January 16, 2019 | ASSIGNED TO LIE |
| Wednesday, February 6, 2019 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Tuesday, February 26, 2019 | PUBLISHED FOR OPPOSITION |
| Tuesday, February 26, 2019 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, May 14, 2019 | REGISTERED-PRINCIPAL REGISTER |
| Thursday, October 7, 2021 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
| Thursday, October 7, 2021 | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
| Thursday, October 7, 2021 | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |
| Tuesday, May 14, 2024 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED |