INDIVIDUAL SOLUTIONS FOR INDEPENDENT ADVISORS Trademark

Trademark Overview

On Tuesday, July 12, 2005, a trademark application was filed for INDIVIDUAL SOLUTIONS FOR INDEPENDENT ADVISORS with the United States Patent and Trademark Office. The USPTO has given the INDIVIDUAL SOLUTIONS FOR INDEPENDENT ADVISORS trademark a serial number of 78668504. The federal status of this trademark filing is REGISTERED AND RENEWED as of Tuesday, May 8, 2018. This trademark is owned by Raymond James Financial, Inc.. The INDIVIDUAL SOLUTIONS FOR INDEPENDENT ADVISORS trademark is filed in the Advertising, Business and Retail Services, Insurance & Financial Services, and Education & Entertainment Services categories with the following description:

Providing an on-line database featuring business information in the fields of attracting and retaining clients, conducting financial interviews and providing quality customer service; business networking

Financial services, namely, clearing and custodial services for financial advisors in the nature of financial planning and investment in the field of securities, investment banking, asset management, and banking and financial and estate trust services

Educational services, namely, providing mentoring to independent financial advisors in the fields of attracting and retaining clients, conducting financial interviews and providing quality customer service
individual solutions for independent advisors

General Information

Serial Number78668504
Word MarkINDIVIDUAL SOLUTIONS FOR INDEPENDENT ADVISORS
Filing DateTuesday, July 12, 2005
Status800 - REGISTERED AND RENEWED
Status DateTuesday, May 8, 2018
Registration Number3514096
Registration DateTuesday, October 7, 2008
Mark Drawing4000 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateTuesday, July 31, 2007

Trademark Statements

Disclaimer with Predetermined Text"INDIVIDUAL" AND "INDEPENDENT ADVISORS"
Goods and ServicesProviding an on-line database featuring business information in the fields of attracting and retaining clients, conducting financial interviews and providing quality customer service; business networking
Goods and ServicesFinancial services, namely, clearing and custodial services for financial advisors in the nature of financial planning and investment in the field of securities, investment banking, asset management, and banking and financial and estate trust services
Goods and ServicesEducational services, namely, providing mentoring to independent financial advisors in the fields of attracting and retaining clients, conducting financial interviews and providing quality customer service

Classification Information

International Class035 - Advertising; business management; business administration; office functions.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateWednesday, August 30, 2006
Primary Code035
First Use Anywhere DateMonday, January 31, 2005
First Use In Commerce DateMonday, January 31, 2005
International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateMonday, July 18, 2005
Primary Code036
First Use Anywhere DateMonday, January 31, 2005
First Use In Commerce DateMonday, January 31, 2005
International Class041 - Education; providing of training; entertainment; sporting and cultural activities.
US Class Codes100, 101, 107
Class Status Code6 - Active
Class Status DateFriday, September 1, 2006
Primary Code041
First Use Anywhere DateMonday, January 31, 2005
First Use In Commerce DateMonday, January 31, 2005

Trademark Owner History

Party NameRaymond James Financial, Inc.
Party Type30 - Original Registrant
Legal Entity Type03 - Corporation
AddressSt. Petersburg, FL 33716
Party NameRaymond James Financial, Inc.
Party Type20 - Owner at Publication
Legal Entity Type03 - Corporation
AddressSt. Petersburg, FL 337332749
Party NameRaymond James Financial, Inc.
Party Type10 - Original Applicant
Legal Entity Type03 - Corporation
AddressSt. Petersburg, FL 337332749

Trademark Events

Event DateEvent Description
Tuesday, May 8, 2018NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
Tuesday, May 8, 2018REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
Tuesday, May 8, 2018REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
Monday, May 7, 2018CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Friday, April 27, 2018TEAS SECTION 8 & 9 RECEIVED
Saturday, October 7, 2017COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
Monday, June 8, 2015TEAS CHANGE OF CORRESPONDENCE RECEIVED
Friday, October 10, 2014NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
Friday, October 10, 2014REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
Friday, October 10, 2014CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Monday, October 6, 2014TEAS SECTION 8 & 15 RECEIVED
Thursday, March 26, 2009ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Thursday, March 26, 2009TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Tuesday, October 7, 2008REGISTERED-PRINCIPAL REGISTER
Tuesday, September 2, 2008LAW OFFICE REGISTRATION REVIEW COMPLETED
Friday, August 29, 2008ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
Tuesday, August 12, 2008AMENDMENT FROM APPLICANT ENTERED
Tuesday, August 12, 2008CORRESPONDENCE RECEIVED IN LAW OFFICE
Monday, July 28, 2008PAPER RECEIVED
Wednesday, July 30, 2008AMENDMENT FROM APPLICANT ENTERED
Wednesday, July 30, 2008CORRESPONDENCE RECEIVED IN LAW OFFICE
Monday, July 28, 2008PAPER RECEIVED
Tuesday, February 19, 2008EXTENSION 1 GRANTED
Monday, February 11, 2008EXTENSION 1 FILED
Monday, February 11, 2008TEAS EXTENSION RECEIVED
Monday, January 28, 2008NON-FINAL ACTION MAILED
Friday, January 25, 2008SU - NON-FINAL ACTION - WRITTEN
Friday, January 18, 2008STATEMENT OF USE PROCESSING COMPLETE
Monday, December 10, 2007USE AMENDMENT FILED
Monday, December 10, 2007PAPER RECEIVED
Tuesday, October 23, 2007NOA MAILED - SOU REQUIRED FROM APPLICANT
Tuesday, July 31, 2007PUBLISHED FOR OPPOSITION
Wednesday, July 11, 2007NOTICE OF PUBLICATION
Thursday, May 10, 2007LAW OFFICE PUBLICATION REVIEW COMPLETED
Thursday, May 10, 2007ASSIGNED TO LIE
Friday, April 20, 2007APPROVED FOR PUB - PRINCIPAL REGISTER
Wednesday, April 18, 2007TEAS/EMAIL CORRESPONDENCE ENTERED
Tuesday, April 17, 2007CORRESPONDENCE RECEIVED IN LAW OFFICE
Tuesday, April 17, 2007TEAS RESPONSE TO OFFICE ACTION RECEIVED
Thursday, November 9, 2006ACTION DENYING REQ FOR RECON MAILED
Thursday, November 9, 2006ACTION CONTINUING FINAL - COMPLETED
Thursday, October 19, 2006TEAS/EMAIL CORRESPONDENCE ENTERED
Wednesday, October 18, 2006CORRESPONDENCE RECEIVED IN LAW OFFICE
Wednesday, October 18, 2006TEAS RESPONSE TO OFFICE ACTION RECEIVED
Wednesday, October 4, 2006FINAL REFUSAL MAILED
Tuesday, October 3, 2006FINAL REFUSAL WRITTEN
Friday, September 1, 2006TEAS/EMAIL CORRESPONDENCE ENTERED
Tuesday, August 22, 2006CORRESPONDENCE RECEIVED IN LAW OFFICE
Wednesday, August 30, 2006TEAS/EMAIL CORRESPONDENCE ENTERED
Tuesday, August 15, 2006CORRESPONDENCE RECEIVED IN LAW OFFICE
Tuesday, August 22, 2006TEAS RESPONSE TO OFFICE ACTION RECEIVED
Tuesday, August 15, 2006TEAS RESPONSE TO OFFICE ACTION RECEIVED
Wednesday, February 15, 2006NON-FINAL ACTION MAILED
Wednesday, February 15, 2006NON-FINAL ACTION WRITTEN
Wednesday, February 1, 2006ASSIGNED TO EXAMINER
Monday, July 18, 2005NEW APPLICATION ENTERED IN TRAM

Related Keywords

advisors independent solutions individual financial providing services customer quality service banking investment interviews