IDEAL LIFE INDEX Trademark

Trademark Overview

On Tuesday, January 26, 2016, a trademark application was filed for IDEAL LIFE INDEX with the United States Patent and Trademark Office. The USPTO has given the IDEAL LIFE INDEX trademark a serial number of 86886621. The federal status of this trademark filing is REGISTERED as of Tuesday, October 30, 2018. This trademark is owned by United Capital Financial Partners, Inc.. The IDEAL LIFE INDEX trademark is filed in the Insurance & Financial Services category with the following description:

Financial and investment analyses, namely, providing benchmarks and investment portfolio analytics services; Financial benchmarking services, namely, performing financial analyses for investment advisory, wealth management, and financial planning services
ideal life index

General Information

Serial Number86886621
Word MarkIDEAL LIFE INDEX
Filing DateTuesday, January 26, 2016
Status700 - REGISTERED
Status DateTuesday, October 30, 2018
Registration Number5596076
Registration DateTuesday, October 30, 2018
Mark Drawing4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateTuesday, June 28, 2016

Trademark Statements

Goods and ServicesFinancial and investment analyses, namely, providing benchmarks and investment portfolio analytics services; Financial benchmarking services, namely, performing financial analyses for investment advisory, wealth management, and financial planning services
NOT AVAILABLE"INDEX"

Classification Information

International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateSaturday, January 30, 2016
Primary Code036
First Use Anywhere DateWednesday, January 11, 2017
First Use In Commerce DateWednesday, January 11, 2017

Trademark Owner History

Party NameUNITED CAPITAL FINANCIAL PARTNERS, LLC
Party Type31 - New Owner After Registration
Legal Entity Type16 - Limited Liability Company
AddressIRVING, TX 75062
Party NameUnited Capital Financial Partners, Inc.
Party Type30 - Original Registrant
Legal Entity Type03 - Corporation
AddressNewport Beach, CA 92660
Party NameUnited Capital Financial Partners, Inc.
Party Type20 - Owner at Publication
Legal Entity Type03 - Corporation
AddressNewport Beach, CA 92660
Party NameUnited Capital Financial Partners, Inc.
Party Type10 - Original Applicant
Legal Entity Type03 - Corporation
AddressNewport Beach, CA 92660

Trademark Events

Event DateEvent Description
Monday, May 16, 2016EXAMINERS AMENDMENT E-MAILED
Friday, January 29, 2016NEW APPLICATION ENTERED
Saturday, January 30, 2016NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Wednesday, May 11, 2016ASSIGNED TO EXAMINER
Monday, May 16, 2016EXAMINERS AMENDMENT -WRITTEN
Monday, May 16, 2016NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
Wednesday, February 22, 2017SOU EXTENSION 1 GRANTED
Monday, May 16, 2016EXAMINER'S AMENDMENT ENTERED
Monday, May 16, 2016APPROVED FOR PUB - PRINCIPAL REGISTER
Wednesday, June 8, 2016NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Tuesday, June 28, 2016PUBLISHED FOR OPPOSITION
Tuesday, June 28, 2016OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Tuesday, August 23, 2016NOA E-MAILED - SOU REQUIRED FROM APPLICANT
Wednesday, February 22, 2017SOU TEAS EXTENSION RECEIVED
Wednesday, February 22, 2017SOU EXTENSION 1 FILED
Thursday, August 23, 2018TEAS STATEMENT OF USE RECEIVED
Friday, February 24, 2017NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED
Wednesday, August 23, 2017SOU TEAS EXTENSION RECEIVED
Wednesday, August 23, 2017SOU EXTENSION 2 FILED
Wednesday, August 23, 2017SOU EXTENSION 2 GRANTED
Friday, August 25, 2017NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED
Friday, February 23, 2018SOU TEAS EXTENSION RECEIVED
Friday, February 23, 2018SOU EXTENSION 3 FILED
Friday, February 23, 2018SOU EXTENSION 3 GRANTED
Tuesday, February 27, 2018NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED
Friday, August 9, 2019TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Monday, September 30, 2019TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Monday, September 30, 2019ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Monday, October 30, 2023COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
Thursday, August 23, 2018USE AMENDMENT FILED
Tuesday, September 18, 2018CASE ASSIGNED TO INTENT TO USE PARALEGAL
Tuesday, September 18, 2018STATEMENT OF USE PROCESSING COMPLETE
Thursday, September 27, 2018ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
Friday, September 28, 2018NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
Tuesday, October 30, 2018REGISTERED-PRINCIPAL REGISTER
Friday, August 9, 2019ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Wednesday, November 8, 2023AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
Thursday, July 11, 2024ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY
Thursday, May 23, 2024ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY

Related Keywords

index life ideal financial investment services analyses namely advisory planning performing management wealth