| 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 | 4000 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | Tuesday, January 10, 2012 |
| Goods and Services | [ Educational services, namely, conducting employee seminars on the subject of group health insurance ] |
| 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 | Business planning services, namely, succession planning, executive benefits, executive compensation, family transfer issues, buyout agreement funding, carveout programs |
| Disclaimer with Predetermined Text | "ADVISORS" |
| 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 |
| 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 |
| Thursday, September 22, 2022 | NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED |
| Thursday, September 22, 2022 | REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS) |
| Thursday, September 22, 2022 | REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED |
| Thursday, September 22, 2022 | CASE ASSIGNED TO POST REGISTRATION PARALEGAL |
| Monday, March 28, 2022 | TEAS SECTION 8 & 9 RECEIVED |
| Saturday, March 27, 2021 | COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED |
| Thursday, April 5, 2018 | NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED |
| Thursday, April 5, 2018 | REGISTERED - PARTIAL SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK. |
| Thursday, April 5, 2018 | CASE ASSIGNED TO POST REGISTRATION PARALEGAL |
| Tuesday, March 27, 2018 | TEAS SECTION 8 & 15 RECEIVED |
| Monday, March 27, 2017 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED |
| Wednesday, February 8, 2017 | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |
| Wednesday, February 8, 2017 | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
| Wednesday, January 25, 2017 | ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY |
| Wednesday, July 10, 2013 | ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY |
| Thursday, March 29, 2012 | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |
| Thursday, March 29, 2012 | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
| Tuesday, March 27, 2012 | REGISTERED-PRINCIPAL REGISTER |
| Tuesday, January 10, 2012 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, January 10, 2012 | PUBLISHED FOR OPPOSITION |
| Wednesday, December 21, 2011 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Tuesday, December 6, 2011 | LAW OFFICE PUBLICATION REVIEW COMPLETED |
| Tuesday, December 6, 2011 | ASSIGNED TO LIE |
| Wednesday, November 16, 2011 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Monday, September 12, 2011 | NOTIFICATION OF FINAL REFUSAL EMAILED |
| Monday, September 12, 2011 | FINAL REFUSAL E-MAILED |
| Monday, September 12, 2011 | FINAL REFUSAL WRITTEN |
| Thursday, August 18, 2011 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Wednesday, August 17, 2011 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Wednesday, August 17, 2011 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Saturday, June 18, 2011 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Saturday, June 18, 2011 | NON-FINAL ACTION E-MAILED |
| Saturday, June 18, 2011 | NON-FINAL ACTION WRITTEN |
| Wednesday, June 15, 2011 | ASSIGNED TO EXAMINER |
| Monday, March 21, 2011 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED IN TRAM |
| Saturday, March 19, 2011 | NEW APPLICATION ENTERED IN TRAM |