LORING WARD Trademark

Trademark Overview

On Wednesday, October 31, 2001, a trademark application was filed for LORING WARD with the United States Patent and Trademark Office. The USPTO has given the LORING WARD trademark a serial number of 76332700. The federal status of this trademark filing is REGISTERED AND RENEWED as of Thursday, January 22, 2015. This trademark is owned by Loring Ward Investment Counsel Ltd.. The LORING WARD trademark is filed in the Advertising, Business and Retail Services and Insurance & Financial Services categories with the following description:

Investment services, namely, securities investment, capital investment consultation, funds investment; [insurance services, namely, life insurance underwriting services, insurance brokerage;] estate planning services

[ [Tax planning services, namely, tax assessments, tax preparation and income tax consultation;] business management; [contract negotiation services] ]
loring ward

General Information

Serial Number76332700
Word MarkLORING WARD
Filing DateWednesday, October 31, 2001
Status800 - REGISTERED AND RENEWED
Status DateThursday, January 22, 2015
Registration Number2923668
Registration DateTuesday, February 1, 2005
Mark Drawing1 - Typeset: Word(s) / letter(s) / number(s)
Published for Opposition DateTuesday, October 15, 2002

Trademark Statements

Goods and ServicesInvestment services, namely, securities investment, capital investment consultation, funds investment; [insurance services, namely, life insurance underwriting services, insurance brokerage;] estate planning services
Goods and Services[ [Tax planning services, namely, tax assessments, tax preparation and income tax consultation;] business management; [contract negotiation services] ]

Classification Information

International Class035 - Advertising; business management; business administration; office functions.
US Class Codes100, 101, 102
Class Status CodeB - Sec. 8 - Class(es) in a Multiple Class registration
Class Status DateThursday, January 22, 2015
Primary Code035
First Use Anywhere DateFriday, January 30, 2004
First Use In Commerce DateFriday, January 30, 2004
International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateMonday, July 29, 2002
Primary Code036
First Use Anywhere DateFriday, January 30, 2004
First Use In Commerce DateFriday, January 30, 2004

Trademark Owner History

Party NameBAM ADVISOR SERVICES, LLC
Party Type31 - New Owner After Registration
Legal Entity Type16 - Limited Liability Company
AddressST. LOUIS, MO 63105
Party NameLORING WARD GROUP, INC.
Party Type30 - Original Registrant
Legal Entity Type03 - Corporation
AddressSan Jose, CA 95113
Party NameLORING WARD GROUP, INC.
Party Type22 - New Owner After Publication
Legal Entity Type03 - Corporation
AddressMANITOBA R3C 3Z3
CA
Party NameASSANTE ASSET MANAGEMENT LTD.
Party Type21 - New Owner After Publication
Legal Entity Type03 - Corporation
AddressWINNIPEG, MANTIBOA
CA
Party NameLoring Ward Investment Counsel Ltd.
Party Type20 - Owner at Publication
Legal Entity Type03 - Corporation
AddressWinnipeg, Manitoba R3C 3Z3
CA
Party NameLoring Ward Investment Counsel Ltd.
Party Type10 - Original Applicant
Legal Entity Type03 - Corporation
AddressWinnipeg, Manitoba R3C 3Z3
CA

Trademark Events

Event DateEvent Description
Monday, February 11, 2002NON-FINAL ACTION MAILED
Thursday, January 24, 2002ASSIGNED TO EXAMINER
Friday, January 25, 2002ASSIGNED TO EXAMINER
Saturday, August 24, 2002TEAS CHANGE OF CORRESPONDENCE RECEIVED
Thursday, August 7, 2003SOU EXTENSION 1 GRANTED
Friday, July 5, 2002PAPER RECEIVED
Friday, July 5, 2002CORRESPONDENCE RECEIVED IN LAW OFFICE
Tuesday, July 30, 2002APPROVED FOR PUB - PRINCIPAL REGISTER
Wednesday, September 25, 2002NOTICE OF PUBLICATION
Tuesday, October 15, 2002PUBLISHED FOR OPPOSITION
Tuesday, January 7, 2003NOA MAILED - SOU REQUIRED FROM APPLICANT
Monday, July 7, 2003SOU EXTENSION 1 FILED
Thursday, July 10, 2003PAPER RECEIVED
Sunday, November 7, 2004ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
Monday, November 24, 2003PAPER RECEIVED
Monday, December 29, 2003PAPER RECEIVED
Monday, December 29, 2003SOU EXTENSION 2 FILED
Thursday, February 5, 2004SOU EXTENSION 2 GRANTED
Tuesday, July 6, 2004PAPER RECEIVED
Tuesday, July 6, 2004USE AMENDMENT FILED
Wednesday, August 4, 2004STATEMENT OF USE PROCESSING COMPLETE
Thursday, July 22, 2004CASE FILE IN TICRS
Monday, August 9, 2004ASSIGNED TO EXAMINER
Wednesday, June 23, 2010TEAS CHANGE OF OWNER ADDRESS RECEIVED
Wednesday, June 23, 2010APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
Tuesday, February 15, 2011CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Tuesday, November 16, 2004ASSIGNED TO LIE
Monday, November 29, 2004LAW OFFICE REGISTRATION REVIEW COMPLETED
Tuesday, February 1, 2005REGISTERED-PRINCIPAL REGISTER
Friday, September 22, 2006TEAS CHANGE OF OWNER ADDRESS RECEIVED
Friday, September 22, 2006APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
Wednesday, May 23, 2007ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY
Tuesday, February 1, 2011TEAS SECTION 8 & 15 RECEIVED
Wednesday, March 13, 2019AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
Friday, March 4, 2011REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
Monday, January 5, 2015TEAS SECTION 8 & 9 RECEIVED
Thursday, January 22, 2015CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Thursday, January 22, 2015REGISTERED - PARTIAL SEC. 8 (10-YR) ACCEPTED
Thursday, January 22, 2015REGISTERED - SEC. 9 GRANTED/CHECK RECORD FOR SEC. 8
Thursday, January 22, 2015REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
Thursday, January 22, 2015NOTICE OF ACCEPTANCE OF SEC. 8 - E-MAILED
Thursday, February 5, 2015TEAS CHANGE OF OWNER ADDRESS RECEIVED
Thursday, February 5, 2015APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
Wednesday, September 25, 2024ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY
Thursday, February 1, 2024COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
Wednesday, March 20, 2019ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY
Monday, April 29, 2019TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Monday, April 29, 2019ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED

Related Keywords

ward loring services investment insurance namely consultation planning preparation income management negotiation