LIFETIME CAPITAL NEEDS Trademark

Trademark Overview

On Monday, June 4, 2018, a trademark application was filed for LIFETIME CAPITAL NEEDS with the United States Patent and Trademark Office. The USPTO has given the LIFETIME CAPITAL NEEDS trademark a serial number of 87947456. The federal status of this trademark filing is REGISTERED as of Tuesday, December 17, 2019. This trademark is owned by PagnatoKarp Partners, LLC. The LIFETIME CAPITAL NEEDS trademark is filed in the Insurance & Financial Services category with the following description:

Financial services, namely, advice relating to investments, asset management, cash management, charitable monetary giving through financial and estate planning; financial analysis and consultation, financial planning consultation, financial portfolio management, financial research and financial risk management; investment fund transfer and transaction services; assisting others with the completion of financial transactions for stocks, bonds, securities and equities; investment management; investment services, namely, asset acquisition, consultation, development and management services; financial management and consulting services; providing financial information; financial analysis and consultation; finance consulting; analysis services, namely, financial analysis; financial consulting in the field of financial information management; mutual fund brokerage, distribution and investment services
lifetime capital needs

General Information

Serial Number87947456
Word MarkLIFETIME CAPITAL NEEDS
Filing DateMonday, June 4, 2018
Status700 - REGISTERED
Status DateTuesday, December 17, 2019
Registration Number5940335
Registration DateTuesday, December 17, 2019
Mark Drawing4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateNOT AVAILABLE

Trademark Statements

Goods and ServicesFinancial services, namely, advice relating to investments, asset management, cash management, charitable monetary giving through financial and estate planning; financial analysis and consultation, financial planning consultation, financial portfolio management, financial research and financial risk management; investment fund transfer and transaction services; assisting others with the completion of financial transactions for stocks, bonds, securities and equities; investment management; investment services, namely, asset acquisition, consultation, development and management services; financial management and consulting services; providing financial information; financial analysis and consultation; finance consulting; analysis services, namely, financial analysis; financial consulting in the field of financial information management; mutual fund brokerage, distribution and investment services

Classification Information

International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateMonday, June 11, 2018
Primary Code036
First Use Anywhere DateFriday, June 1, 2018
First Use In Commerce DateFriday, June 1, 2018

Trademark Owner History

Party NameCRESSET ADMINISTRATIVE SERVICES CORPORATION
Party Type31 - New Owner After Registration
Legal Entity Type03 - Corporation
AddressCHICAGO, IL 60606
Party NamePagnatoKarp Partners, LLC
Party Type30 - Original Registrant
Legal Entity Type16 - Limited Liability Company
AddressReston, VA 20190
Party NamePagnatoKarp Partners, LLC
Party Type10 - Original Applicant
Legal Entity Type16 - Limited Liability Company
AddressReston, VA 20190

Trademark Events

Event DateEvent Description
Tuesday, September 18, 2018NON-FINAL ACTION WRITTEN
Thursday, June 7, 2018NEW APPLICATION ENTERED
Monday, June 11, 2018NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Wednesday, September 12, 2018ASSIGNED TO EXAMINER
Tuesday, September 18, 2018NON-FINAL ACTION E-MAILED
Tuesday, September 18, 2018NOTIFICATION OF NON-FINAL ACTION E-MAILED
Monday, March 18, 2019TEAS RESPONSE TO OFFICE ACTION RECEIVED
Monday, March 18, 2019CORRESPONDENCE RECEIVED IN LAW OFFICE
Tuesday, March 19, 2019TEAS/EMAIL CORRESPONDENCE ENTERED
Tuesday, April 9, 2019FINAL REFUSAL WRITTEN
Tuesday, April 9, 2019FINAL REFUSAL E-MAILED
Tuesday, April 9, 2019NOTIFICATION OF FINAL REFUSAL EMAILED
Wednesday, October 9, 2019TEAS AMENDMENT OF USE RECEIVED
Wednesday, October 9, 2019TEAS REQUEST FOR RECONSIDERATION RECEIVED
Wednesday, October 9, 2019CORRESPONDENCE RECEIVED IN LAW OFFICE
Wednesday, October 9, 2019TEAS/EMAIL CORRESPONDENCE ENTERED
Thursday, October 10, 2019USE AMENDMENT FILED
Thursday, October 10, 2019AMENDMENT TO USE PROCESSING COMPLETE
Monday, November 4, 2019USE AMENDMENT ACCEPTED
Monday, November 4, 2019APPROVED FOR REGISTRATION SUPPLEMENTAL REGISTER
Tuesday, November 5, 2019NOTICE OF ACCEPTANCE OF AMENDMENT TO ALLEGE USE E-MAILED
Thursday, November 7, 2019ASSIGNED TO LIE
Thursday, November 14, 2019LAW OFFICE PUBLICATION REVIEW COMPLETED
Tuesday, December 17, 2019REGISTERED-SUPPLEMENTAL REGISTER
Tuesday, September 15, 2020TEAS WITHDRAWAL OF ATTORNEY RECEIVED
Tuesday, September 15, 2020WITHDRAWAL OF ATTORNEY GRANTED
Thursday, September 17, 2020TEAS CHANGE OF OWNER ADDRESS RECEIVED
Thursday, September 17, 2020ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Thursday, September 17, 2020TEAS CHANGE OF CORRESPONDENCE RECEIVED
Thursday, September 17, 2020APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
Thursday, September 17, 2020TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Wednesday, September 22, 2021ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY
Wednesday, October 13, 2021ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY
Thursday, June 20, 2024ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY
Wednesday, October 7, 2020AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP

Related Keywords

needs capital lifetime financial management services analysis consultation investment namely consulting planning fund