HELPING CLIENTS ACHIEVE AND MAINTAIN FINANCIAL INDEPENDENCE Trademark

Trademark Overview

On Wednesday, April 19, 2006, a trademark application was filed for HELPING CLIENTS ACHIEVE AND MAINTAIN FINANCIAL INDEPENDENCE with the United States Patent and Trademark Office. The USPTO has given the HELPING CLIENTS ACHIEVE AND MAINTAIN FINANCIAL INDEPENDENCE trademark a serial number of 78864740. The federal status of this trademark filing is REGISTERED AND RENEWED as of Saturday, June 24, 2017. This trademark is owned by Zdenek Financial Planning, LLC. The HELPING CLIENTS ACHIEVE AND MAINTAIN FINANCIAL INDEPENDENCE trademark is filed in the Insurance & Financial Services category with the following description:

Financial planning, namely the creation of personalized strategies to achieve financial independence
helping clients achieve and maintain financial independence

General Information

Serial Number78864740
Word MarkHELPING CLIENTS ACHIEVE AND MAINTAIN FINANCIAL INDEPENDENCE
Filing DateWednesday, April 19, 2006
Status800 - REGISTERED AND RENEWED
Status DateSaturday, June 24, 2017
Registration Number3211139
Registration DateTuesday, February 20, 2007
Mark Drawing4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateTuesday, December 5, 2006

Trademark Statements

Goods and ServicesFinancial planning, namely the creation of personalized strategies to achieve financial independence
NOT AVAILABLE"financial independence"

Classification Information

International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateWednesday, April 26, 2006
Primary Code036
First Use Anywhere DateSaturday, April 1, 2006
First Use In Commerce DateWednesday, April 19, 2006

Trademark Owner History

Party NameMERCER ADVISORS INC.
Party Type33 - New Owner After Registration
Legal Entity Type03 - Corporation
AddressDENVER, CO 80202
Party NameTRAUST SOLLUS WEALTH MANAGEMENT, LLC
Party Type32 - New Owner After Registration
Legal Entity Type16 - Limited Liability Company
AddressPRINCETON, NJ 08540
Party NameTRAUST SOLLUS WEALTH MANAGEMENT, LLC
Party Type31 - New Owner After Registration
Legal Entity Type16 - Limited Liability Company
AddressPRINCETON, NJ 08540
Party NameZdenek Financial Planning, LLC
Party Type30 - Original Registrant
Legal Entity Type03 - Corporation
AddressFlemington, NJ 08822
Party NameZdenek Financial Planning, LLC
Party Type20 - Owner at Publication
Legal Entity Type03 - Corporation
AddressFlemington, NJ 08822
Party NameZdenek Financial Planning, LLC
Party Type10 - Original Applicant
Legal Entity Type03 - Corporation
AddressFlemington, NJ 08822

Trademark Events

Event DateEvent Description
Wednesday, April 26, 2006NEW APPLICATION ENTERED
Monday, September 25, 2006ASSIGNED TO EXAMINER
Monday, September 25, 2006APPROVED FOR PUB - PRINCIPAL REGISTER
Monday, October 2, 2006ASSIGNED TO LIE
Monday, October 9, 2006LAW OFFICE PUBLICATION REVIEW COMPLETED
Wednesday, November 15, 2006NOTICE OF PUBLICATION
Tuesday, December 5, 2006PUBLISHED FOR OPPOSITION
Tuesday, February 20, 2007REGISTERED-PRINCIPAL REGISTER
Wednesday, September 1, 2010AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
Friday, December 3, 2010AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
Wednesday, February 20, 2013TEAS SECTION 8 RECEIVED
Monday, March 11, 2013CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Monday, March 11, 2013REGISTERED - SEC. 8 (6-YR) ACCEPTED
Monday, March 11, 2013NOTICE OF ACCEPTANCE OF SEC. 8 - E-MAILED
Saturday, February 20, 2016COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
Friday, May 12, 2017TEAS SECTION 8 & 9 RECEIVED
Saturday, June 24, 2017CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Saturday, June 24, 2017REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
Saturday, June 24, 2017REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
Saturday, June 24, 2017NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
Wednesday, October 9, 2019AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
Wednesday, May 17, 2023TEAS CHANGE OF OWNER ADDRESS RECEIVED
Wednesday, May 17, 2023TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Wednesday, May 17, 2023ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Wednesday, May 17, 2023TEAS CHANGE OF CORRESPONDENCE RECEIVED
Wednesday, May 17, 2023APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
Monday, November 18, 2024TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Monday, November 18, 2024ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Monday, November 18, 2024TEAS CHANGE OF CORRESPONDENCE RECEIVED

Related Keywords

financial independence maintain achieve clients helping strategies creation planning namely personalized