HELPING YOU MAKE BETTER DECISIONS WITH YOUR MONEY Trademark

Trademark Overview


On Wednesday, November 29, 2017, a trademark application was filed for HELPING YOU MAKE BETTER DECISIONS WITH YOUR MONEY with the United States Patent and Trademark Office. The USPTO has given the HELPING YOU MAKE BETTER DECISIONS WITH YOUR MONEY trademark a serial number of 87701246. The federal status of this trademark filing is REGISTERED as of Tuesday, December 25, 2018. This trademark is owned by USAM LLC. The HELPING YOU MAKE BETTER DECISIONS WITH YOUR MONEY trademark is filed in the Insurance & Financial Services category with the following description:

Gift card transaction processing services; Investment advice; Investment advisory services; Investment banking services; Investment banking services in the field of Employee Stock Ownership Plans (ESOP); Investment brokerage; Investment by electronic means; Investment clubs; Investment consultancy; Investment consultation; Investment management; Investment management of and distribution of annuities; Investment management of and distribution of variable annuities; Investment management services in the field of acquiring joint ventures; Investment of funds; Investment of funds for others; Investment risk assessment services; Investment services, namely, asset acquisition, consultation, development and management services; Management of portfolios comprising securities; Management of portfolios of transferable securities; Management of securities portfolios; Advice relating to investments; Advising others concerning investments in intellectual property assets and intangible business asse...
helping you make better decisions with your money

General Information


Serial Number87701246
Word MarkHELPING YOU MAKE BETTER DECISIONS WITH YOUR MONEY
Filing DateWednesday, November 29, 2017
Status700 - REGISTERED
Status DateTuesday, December 25, 2018
Registration Number5636183
Registration DateTuesday, December 25, 2018
Mark Drawing4000 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateTuesday, October 9, 2018

Trademark Statements


Goods and ServicesGift card transaction processing services; Investment advice; Investment advisory services; Investment banking services; Investment banking services in the field of Employee Stock Ownership Plans (ESOP); Investment brokerage; Investment by electronic means; Investment clubs; Investment consultancy; Investment consultation; Investment management; Investment management of and distribution of annuities; Investment management of and distribution of variable annuities; Investment management services in the field of acquiring joint ventures; Investment of funds; Investment of funds for others; Investment risk assessment services; Investment services, namely, asset acquisition, consultation, development and management services; Management of portfolios comprising securities; Management of portfolios of transferable securities; Management of securities portfolios; Advice relating to investments; Advising others concerning investments in intellectual property assets and intangible business assets, both directly and indirectly through other entities; Advisory services relating to credit and debit control, investment, grants and financing of loans; Annuity services, namely, account and investment administration; Annuity services, namely, account and investment administration and the investment and distribution of annuity funds; Brokerage services for capital investments; Brokerage services in the field of securities and commodities investing; Capital investment; Capital investment consulting; Capital investment services; Charitable foundation services, namely, providing fundraising activities and investment management services to support medical education and research and procedures for those in need; Commodity investment advice; Consultancy of capital investment; Consultation in art as an investment; Equity capital investment; Financial investment analysis and stock research; Financial investment brokerage; Financial investment brokerage services; Financial investment services, namely, administering the issuance, underwriting and distribution of securities; Financial portfolio management; Financial and investment services, namely, asset and investment acquisition, consultation, advisory and development; Financial consultation in the field of environmental management, namely, advising business and individuals on issues of portfolio planning and investment planning; Financial consulting services, namely, advising others regarding intellectual property investments; Financial planning and investment advisory services; Financial services in the nature of an investment security; 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, investment fund transfer and transaction services; Financial services, namely, wealth management services; 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, administration of transactions involving funds drawn from securities, stocks, funds, equities, bonds, cash, or other types of financial investments in retirement plans using a check or negotiable order of withdrawal over a global data network; Financial services, namely, administration of transactions involving funds drawn from securities, stocks, funds, equities, bonds, cash, or other types of financial investments in retirement plans using a credit or debit card over a global data network; Financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; Financial services, namely, issuance and management of certificates backed by loan portfolios which are subsequently managed to insure the integrity of the certificates; Financial services, namely, operation and management of hedge funds, commodity pools and other collective investment vehicles, and trading for others of securities, options, futures, derivatives, debt instruments and commodities; Financial services, namely, providing an investment option available for variable annuity and variable life insurance products; Fund investment consultation; Fund investment services featuring securities offered according to previously established criteria in order to maintain a predetermined level of payments to the account holder; Fund investment services featuring the trading of an account holder's securities according to previously established criteria in order to maintain a predetermined level of payments to the account holder; Funds investment; Global investment research services; Hedge fund investment services; Information, advisory, consultancy and research services relating to finance and investments; Leveraged buy outs and investments in financially distressed or underperforming companies; Maintaining escrow accounts for investments; Management of a capital investment fund; Merchant banking and investment banking services; Monitoring financial markets for investment purposes; Mutual fund investment; Mutual funds and capital investment; Private equity fund investment services; Providing investors with financial information; Providing financial services with respect to securities and other financial instruments and products, namely, trading of and investments in securities and financial instruments and products for others; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement; Providing information and research in the field of finance and financial investments; Providing information, commentary and advice in the field of finance, financial investments and financial valuations; Providing venture capital, development capital, private equity and investment funding; Provision of financial information relating to the finance industry involved in environmentally focused investments; Public equity investment management; Real estate investment services; Real estate investment services in the nature of purchasing and selling of real estate for others; Real estate investment trust advisory services; Real estate investment trust management services; Real estate investment trust services; Real estate funds investment services; Securities trading and investing services for others via the internet; Transfer agency services rendered to issuers of investment securities; Trust services, namely, investment and trust company services

Classification Information


International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateSaturday, December 9, 2017
Primary Code036
First Use Anywhere DateTuesday, July 12, 2016
First Use In Commerce DateTuesday, July 12, 2016

Trademark Owner History


Party NameUSAM LLC
Party Type30 - Original Registrant
Legal Entity Type16 - Limited Liability Company
AddressDuluth, GA 30097

Party NameUSAM LLC
Party Type20 - Owner at Publication
Legal Entity Type16 - Limited Liability Company
AddressDuluth, GA 30097

Party NameUSAM LLC
Party Type10 - Original Applicant
Legal Entity Type16 - Limited Liability Company
AddressDuluth, GA 30097

Trademark Events


Event DateEvent Description
Monday, December 25, 2023COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
Tuesday, December 25, 2018REGISTERED-PRINCIPAL REGISTER
Tuesday, October 9, 2018OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Tuesday, October 9, 2018PUBLISHED FOR OPPOSITION
Wednesday, September 19, 2018NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Thursday, August 30, 2018APPROVED FOR PUB - PRINCIPAL REGISTER
Wednesday, August 29, 2018TEAS/EMAIL CORRESPONDENCE ENTERED
Wednesday, August 29, 2018CORRESPONDENCE RECEIVED IN LAW OFFICE
Wednesday, August 29, 2018TEAS RESPONSE TO OFFICE ACTION RECEIVED
Thursday, March 8, 2018NOTIFICATION OF PRIORITY ACTION E-MAILED
Thursday, March 8, 2018PRIORITY ACTION E-MAILED
Thursday, March 8, 2018PRIORITY ACTION WRITTEN
Thursday, March 8, 2018ASSIGNED TO EXAMINER
Saturday, December 9, 2017NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Saturday, December 2, 2017NEW APPLICATION ENTERED