| Serial Number | 76399118 |
| Word Mark | LENOX ADVISORS |
| Filing Date | Tuesday, April 23, 2002 |
| Status | 710 - CANCELLED - SECTION 8 |
| Status Date | Saturday, April 10, 2010 |
| Registration Number | 2758264 |
| Registration Date | Tuesday, September 2, 2003 |
| Mark Drawing | 1000 - Typeset: Word(s) / letter(s) / number(s) |
| Published for Opposition Date | Tuesday, June 10, 2003 |
| Disclaimer with Predetermined Text | "ADVISORS" |
| Goods and Services | Business planning services, namely succession planning, executive benefits, executive compensation, family transfer issues, buyout agreement funding, carveout programs |
| Goods and Services | Financial planning services and brokerage of insurance, mutual funds, annuities and other financial and insurance products, to wit - (1) insurance brokerage of life insurance, namely - survivorship life insurance, term life insurance, universal life insurance, variable universal life insurance, whole life insurance, group universal life insurance, group variable universal life insurance, BOLI/COLI; disability insurance; long term care insurance; property and casualty insurance, namely - automobile and home insurance; group benefits insurance, namely - group health insurance, long term disability insurance, short term disability insurance, dental insurance, flexible spending accounts, life insurance, vision plans, section 125 plans; (2) providing financial planning services, namely - fee based financial planning, asset allocation modeling, cash flow modeling, consolidated balance sheet preparation, deferred compensation elections, estate planning review, stock options planning, wealth management system; (3) brokerage of investment planning, namely - mutual funds, portfolio analysis, performance reporting, hedging strategies, tax efficiency analysis, 529 college savings plans; (4) brokerage of retirement planning, namely - IRA's, 401k's, tax deferred annuities, deferred compensation programs, alternate pension programs; and (5) providing estate planning services, namely - gift and estate tax strategies, multi-generational planning, asset valuation discount techniques, charitable planning, asset protection, trusts |
| Goods and Services | Educational services, namely, conducting employee seminars on the subject of group health insurance |
| International Class | 035 - Advertising; business management; business administration; office functions. |
| US Class Codes | 100, 101, 102 |
| Class Status Code | 2 - Sec. 8 - Entire Registration |
| Class Status Date | Saturday, April 10, 2010 |
| Primary Code | 035 |
| First Use Anywhere Date | Tuesday, October 24, 2000 |
| First Use In Commerce Date | Tuesday, October 24, 2000 |
| International Class | 036 - Insurance; financial affairs; monetary affairs; real estate affairs. |
| US Class Codes | 100, 101, 102 |
| Class Status Code | 2 - Sec. 8 - Entire Registration |
| Class Status Date | Saturday, April 10, 2010 |
| Primary Code | 036 |
| First Use Anywhere Date | Tuesday, October 24, 2000 |
| First Use In Commerce Date | Tuesday, October 24, 2000 |
| International Class | 041 - Education; providing of training; entertainment; sporting and cultural activities. |
| US Class Codes | 100, 101, 107 |
| Class Status Code | 2 - Sec. 8 - Entire Registration |
| Class Status Date | Saturday, April 10, 2010 |
| Primary Code | 041 |
| First Use Anywhere Date | Tuesday, October 24, 2000 |
| First Use In Commerce Date | Tuesday, October 24, 2000 |
| Party Name | Lenox Advisors, Inc. |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 03 - Corporation |
| Address | New York, NY 10036 |
| Party Name | Lenox Advisors, Inc. |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 03 - Corporation |
| Address | New York, NY 10036 |
| Party Name | Lenox Advisors, Inc. |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 03 - Corporation |
| Address | New York, NY 10036 |
| Event Date | Event Description |
| Saturday, April 10, 2010 | CANCELLED SEC. 8 (6-YR) |
| Thursday, July 5, 2007 | CASE FILE IN TICRS |
| Tuesday, September 2, 2003 | REGISTERED-PRINCIPAL REGISTER |
| Tuesday, June 10, 2003 | PUBLISHED FOR OPPOSITION |
| Wednesday, May 21, 2003 | NOTICE OF PUBLICATION |
| Sunday, March 30, 2003 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Friday, February 21, 2003 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Friday, February 21, 2003 | PAPER RECEIVED |
| Thursday, December 12, 2002 | NON-FINAL ACTION MAILED |
| Friday, November 22, 2002 | ASSIGNED TO EXAMINER |
| Tuesday, October 29, 2002 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Tuesday, October 29, 2002 | PAPER RECEIVED |
| Thursday, August 29, 2002 | NON-FINAL ACTION MAILED |
| Wednesday, August 14, 2002 | ASSIGNED TO EXAMINER |