LIFEPHASE INVESTING Trademark

Trademark Overview

On Wednesday, March 15, 2017, a trademark application was filed for LIFEPHASE INVESTING with the United States Patent and Trademark Office. The USPTO has given the LIFEPHASE INVESTING trademark a serial number of 87372116. The federal status of this trademark filing is SECTION 8 - ACCEPTED as of Thursday, January 2, 2025. This trademark is owned by Halbert Hargrove Global Advisors, LLC. The LIFEPHASE INVESTING trademark is filed in the Insurance & Financial Services category with the following description:

Investment management and financial planning services provided through an online, digitally-based computer platform and in-person
lifephase investing

General Information

Serial Number87372116
Word MarkLIFEPHASE INVESTING
Filing DateWednesday, March 15, 2017
Status701 - SECTION 8 - ACCEPTED
Status DateThursday, January 2, 2025
Registration Number5450338
Registration DateTuesday, April 17, 2018
Mark Drawing4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateNOT AVAILABLE

Trademark Statements

Pseudo MarkLIFE PHASE INVESTING
Goods and ServicesInvestment management and financial planning services provided through an online, digitally-based computer platform and in-person

Classification Information

International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateTuesday, March 21, 2017
Primary Code036
First Use Anywhere DateThursday, March 9, 2017
First Use In Commerce DateThursday, March 9, 2017

Trademark Owner History

Party NameHalbert Hargrove Global Advisors, LLC
Party Type30 - Original Registrant
Legal Entity Type16 - Limited Liability Company
AddressLong Beach, CA 90802
Party NameHalbert Hargrove Global Advisors, LLC
Party Type10 - Original Applicant
Legal Entity Type16 - Limited Liability Company
AddressLong Beach, CA 90802

Trademark Events

Event DateEvent Description
Saturday, March 18, 2017NEW APPLICATION ENTERED
Tuesday, March 21, 2017NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Wednesday, March 22, 2017NOTICE OF PSEUDO MARK MAILED
Thursday, June 8, 2017ASSIGNED TO EXAMINER
Monday, June 19, 2017NON-FINAL ACTION WRITTEN
Monday, June 19, 2017NON-FINAL ACTION MAILED
Tuesday, November 28, 2017TEAS RESPONSE TO OFFICE ACTION RECEIVED
Tuesday, November 28, 2017CORRESPONDENCE RECEIVED IN LAW OFFICE
Wednesday, November 29, 2017TEAS/EMAIL CORRESPONDENCE ENTERED
Tuesday, February 20, 2018APPROVED FOR REGISTRATION SUPPLEMENTAL REGISTER
Tuesday, February 27, 2018ASSIGNED TO LIE
Monday, March 12, 2018LAW OFFICE PUBLICATION REVIEW COMPLETED
Tuesday, April 17, 2018REGISTERED-SUPPLEMENTAL REGISTER
Wednesday, April 10, 2024TEAS SECTION 8 RECEIVED
Wednesday, October 2, 2024ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Wednesday, October 2, 2024TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS
Wednesday, October 2, 2024TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Wednesday, October 2, 2024TEAS CHANGE OF CORRESPONDENCE RECEIVED
Thursday, January 2, 2025CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Thursday, January 2, 2025REGISTERED - SEC. 8 (6-YR) ACCEPTED
Thursday, January 2, 2025NOTICE OF ACCEPTANCE OF SEC. 8 - E-MAILED

Related Keywords

investing lifephase based digitally computer platform person online through financial management planning