| Serial Number | 85268006 |
| Word Mark | LENOX ADVISORS |
| Filing Date | Wednesday, March 16, 2011 |
| Status | 800 - REGISTERED AND RENEWED |
| Status Date | Thursday, September 22, 2022 |
| Registration Number | 4117333 |
| Registration Date | Tuesday, March 27, 2012 |
| Mark Drawing | 4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | Tuesday, January 10, 2012 |
| 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 |
| NOT AVAILABLE | "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 | [ 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 | 6 - Active |
| Class Status Date | Monday, March 21, 2011 |
| 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 | 6 - Active |
| Class Status Date | Monday, March 21, 2011 |
| 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 | B - Sec. 8 - Class(es) in a Multiple Class registration |
| Class Status Date | Thursday, April 5, 2018 |
| 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 US |
| Party Name | Lenox Advisors, Inc. |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 03 - Corporation |
| Address | New York, NY 10036 US |
| Party Name | Lenox Advisors, Inc. |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 03 - Corporation |
| Address | New York, NY 10036 US |
| Event Date | Event Description |
| Saturday, March 19, 2011 | NEW APPLICATION ENTERED |
| Monday, March 21, 2011 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Wednesday, June 15, 2011 | ASSIGNED TO EXAMINER |
| Saturday, June 18, 2011 | NON-FINAL ACTION WRITTEN |
| Saturday, June 18, 2011 | NON-FINAL ACTION E-MAILED |
| Saturday, June 18, 2011 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Wednesday, August 17, 2011 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Wednesday, August 17, 2011 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Thursday, August 18, 2011 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Monday, September 12, 2011 | FINAL REFUSAL WRITTEN |
| Monday, September 12, 2011 | FINAL REFUSAL E-MAILED |
| Monday, September 12, 2011 | NOTIFICATION OF FINAL REFUSAL EMAILED |
| Wednesday, November 16, 2011 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Tuesday, December 6, 2011 | ASSIGNED TO LIE |
| Tuesday, December 6, 2011 | LAW OFFICE PUBLICATION REVIEW COMPLETED |
| Wednesday, December 21, 2011 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Tuesday, January 10, 2012 | PUBLISHED FOR OPPOSITION |
| Tuesday, January 10, 2012 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, March 27, 2012 | REGISTERED-PRINCIPAL REGISTER |
| Thursday, March 29, 2012 | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
| Thursday, March 29, 2012 | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |
| Wednesday, July 10, 2013 | ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY |
| Wednesday, January 25, 2017 | ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY |
| Wednesday, February 8, 2017 | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
| Wednesday, February 8, 2017 | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |
| Monday, March 27, 2017 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED |
| Tuesday, March 27, 2018 | TEAS SECTION 8 & 15 RECEIVED |
| Thursday, April 5, 2018 | CASE ASSIGNED TO POST REGISTRATION PARALEGAL |
| Thursday, April 5, 2018 | REGISTERED - PARTIAL SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK. |
| Thursday, April 5, 2018 | NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED |
| Saturday, March 27, 2021 | COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED |
| Monday, March 28, 2022 | TEAS SECTION 8 & 9 RECEIVED |
| Thursday, September 22, 2022 | CASE ASSIGNED TO POST REGISTRATION PARALEGAL |
| Thursday, September 22, 2022 | REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED |
| Thursday, September 22, 2022 | REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS) |
| Thursday, September 22, 2022 | NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED |
| Thursday, June 25, 2026 | TEAS CHANGE OF OWNER ADDRESS RECEIVED |
| Thursday, June 25, 2026 | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED |
| Thursday, June 25, 2026 | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
| Thursday, June 25, 2026 | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |
| Thursday, June 25, 2026 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |