MARCUM GROUP Trademark
Trademark Overview
On Thursday, June 22, 2023, a trademark application was filed for MARCUM GROUP with the United States Patent and Trademark Office. The USPTO has given the MARCUM GROUP trademark a serial number of 98054855. The federal status of this trademark filing is ABANDONED - NO STATEMENT OF USE FILED as of Monday, January 20, 2025. This trademark is owned by Marcum LLP. The MARCUM GROUP trademark is filed in the Advertising, Business and Retail Services, Insurance & Financial Services, Education & Entertainment Services, Computer & Software Services & Scientific Services, Personal, and Legal & Social Services categories with the following description:
Educational services, namely, conducting live and on-line classes, seminars, conferences, and workshops in the fields of accounting, auditing, tax, business, information management, information technology, computers, management training, financial planning and investment strategies; Training services, namely, providing classes, workshops and seminars in the fields of accounting, auditing, tax and business management; publication of texts in the fields of accounting, auditing, tax and business management consulting; organization of educational conferences, seminars, symposia and meetings in the fields of accounting, auditing, tax and business management; provision of technical education courses in the field of tax, namely, classes, workshops, seminars and training including such provided online; provision of educational academic research programs in the fields of accounting, auditing, tax and business management consulting; provision of educational academic residency programs in the fie...
Financial consulting and advisory services; insurance consulting and advisory services; Investment banking consulting and advisory services; consulting services in the field of employee benefit plans concerning insurance and finance; financial valuation services in the areas of business enterprises, inventories, assets, equipment, licensing, real estate and intellectual property; real estate appraisal services; financial risk management services; financial advisory, planning, information, and consultancy services; real estate management services; financing of real estate and of property development; financial consultancy and financial advisory services relating to financial and to taxation matters; financial consultancy services relating to insolvency of businesses; corporate finance services, namely, financial advising on financial affairs, financial evaluation and financial consultancy; corporate finance services, namely, providing business financial advice in the fields of asset and...
Accounting services; bookkeeping services; business auditing services; tax preparation; tax consulting and advisory services; tax compliance services; merger acquisition and divestiture consulting and advisory services; business risk management services; business management and business consulting and advisory services; business administration services; corporate governance advisory services; expert evaluations and reports relating to business matters; business consultation services, namely, business process improvement; business services, namely, providing information on-line or via the internet related to accounting, bookkeeping, financial, auditing, tax preparation and regulatory compliance; mergers, acquisitions and business divestitures; business risk management; business management; business administration; business and individual auditing consultation services, namely, financial auditing advisory, business consulting, business investigation and compliance audits, and tax consult...
Expert witness services in legal matters in the fields of accounting, auditing, tax and business management; tax law consultancy; consulting services in the field of privacy and security laws, regulations, and requirements; intellectual property consultation; litigation support services; security services, namely, providing security assessments of physical locations and working environments; expert witness services in the fields of securities, forensic accounting, intellectual property, cybercrimes, information technology, legal damages assessment, complex business disputes, construction disputes, healthcare fraud and disputes; arbitration services; litigation and alternative dispute resolution support services; Consultation and legal services in the field of privacy and security laws, regulations, and requirements; Forensic accounting, namely, legal investigations for fraud detection and fraud investigation
Security services, namely, providing security assessments of information systems; computer security services for protecting data and information from unauthorized access
General Information
| Serial Number | 98054855 |
| Word Mark | MARCUM GROUP |
| Filing Date | Thursday, June 22, 2023 |
| Status | 606 - ABANDONED - NO STATEMENT OF USE FILED |
| Status Date | Monday, January 20, 2025 |
| Registration Number | 0000000 |
| Registration Date | NOT AVAILABLE |
| Mark Drawing | 4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | Tuesday, April 23, 2024 |
Trademark Statements
| Goods and Services | Educational services, namely, conducting live and on-line classes, seminars, conferences, and workshops in the fields of accounting, auditing, tax, business, information management, information technology, computers, management training, financial planning and investment strategies; Training services, namely, providing classes, workshops and seminars in the fields of accounting, auditing, tax and business management; publication of texts in the fields of accounting, auditing, tax and business management consulting; organization of educational conferences, seminars, symposia and meetings in the fields of accounting, auditing, tax and business management; provision of technical education courses in the field of tax, namely, classes, workshops, seminars and training including such provided online; provision of educational academic research programs in the fields of accounting, auditing, tax and business management consulting; provision of educational academic residency programs in the fields of accounting, auditing, tax and management consulting; provision of online information for purposes of training in the fields of information technology and management training; providing information about live and on-line education and training classes, seminars, conferences, and workshops in the fields of accounting, auditing, tax, business, information management, information technology, computers, management training, financial planning and investment strategies; educational conferences, seminars, symposia and meetings in the fields of accounting, auditing, tax and business management; technical education courses in the field of tax, namely, classes, workshops, seminars and training including such provided online; educational academic research programs in the fields of accounting, auditing, tax and business management consulting; and educational academic residency programs in the fields of accounting, auditing, tax and management consulting |
| Section 2(f) Limitation Statement | As to "MARCUM" |
| Goods and Services | Financial consulting and advisory services; insurance consulting and advisory services; Investment banking consulting and advisory services; consulting services in the field of employee benefit plans concerning insurance and finance; financial valuation services in the areas of business enterprises, inventories, assets, equipment, licensing, real estate and intellectual property; real estate appraisal services; financial risk management services; financial advisory, planning, information, and consultancy services; real estate management services; financing of real estate and of property development; financial consultancy and financial advisory services relating to financial and to taxation matters; financial consultancy services relating to insolvency of businesses; corporate finance services, namely, financial advising on financial affairs, financial evaluation and financial consultancy; corporate finance services, namely, providing business financial advice in the fields of asset and business sales and acquisitions; provision of online information in the fields of financial planning and investment strategies to educate, inform and assist clients to achieve financial goals |
| Goods and Services | Accounting services; bookkeeping services; business auditing services; tax preparation; tax consulting and advisory services; tax compliance services; merger acquisition and divestiture consulting and advisory services; business risk management services; business management and business consulting and advisory services; business administration services; corporate governance advisory services; expert evaluations and reports relating to business matters; business consultation services, namely, business process improvement; business services, namely, providing information on-line or via the internet related to accounting, bookkeeping, financial, auditing, tax preparation and regulatory compliance; mergers, acquisitions and business divestitures; business risk management; business management; business administration; business and individual auditing consultation services, namely, financial auditing advisory, business consulting, business investigation and compliance audits, and tax consulting and advisory services related to corporate governance; expert evaluation relating to business matters; business consulting services in the field of business process improvement; business consulting and advisory services relating to mergers, acquisitions, divestitures, business management and process improvement, tax, business risk management, business administration, corporate governance, expert evaluation relating to business matters; Forensic accounting, namely, in the fields of accounting, financial auditing, tax and business management; provision of online information in the fields of business financial auditing and individual financial auditing services, namely, consulting, investigation and compliance audits, accounting, tax consulting, business, and business information management; Accounting, business auditing and individual financial auditing services, namely, consulting, business investigation and compliance audits, and tax consulting services in the field of data theft and identity theft; Tax and taxation planning, advice, information and consultancy services |
| Goods and Services | Expert witness services in legal matters in the fields of accounting, auditing, tax and business management; tax law consultancy; consulting services in the field of privacy and security laws, regulations, and requirements; intellectual property consultation; litigation support services; security services, namely, providing security assessments of physical locations and working environments; expert witness services in the fields of securities, forensic accounting, intellectual property, cybercrimes, information technology, legal damages assessment, complex business disputes, construction disputes, healthcare fraud and disputes; arbitration services; litigation and alternative dispute resolution support services; Consultation and legal services in the field of privacy and security laws, regulations, and requirements; Forensic accounting, namely, legal investigations for fraud detection and fraud investigation |
| NOT AVAILABLE | "GROUP" |
| Goods and Services | Security services, namely, providing security assessments of information systems; computer security services for protecting data and information from unauthorized access |
Classification Information
| International Class | 035 - Advertising; business management; business administration; office functions. |
| US Class Codes | 100, 101, 102 |
| Class Status Code | 6 - Active |
| Class Status Date | Friday, June 30, 2023 |
| Primary Code | 035 |
| First Use Anywhere Date | NOT AVAILABLE |
| First Use In Commerce Date | NOT AVAILABLE |
| 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 | Friday, June 30, 2023 |
| Primary Code | 036 |
| First Use Anywhere Date | NOT AVAILABLE |
| First Use In Commerce Date | NOT AVAILABLE |
| International Class | 041 - Education; providing of training; entertainment; sporting and cultural activities. |
| US Class Codes | 100, 101, 107 |
| Class Status Code | 6 - Active |
| Class Status Date | Friday, June 30, 2023 |
| Primary Code | 041 |
| First Use Anywhere Date | NOT AVAILABLE |
| First Use In Commerce Date | NOT AVAILABLE |
| International Class | 042 - Scientific and technological services and research and design relating thereto; industrial analysis and research services; design and development of computer hardware and software. |
| US Class Codes | 100, 101 |
| Class Status Code | 6 - Active |
| Class Status Date | Friday, June 30, 2023 |
| Primary Code | 042 |
| First Use Anywhere Date | NOT AVAILABLE |
| First Use In Commerce Date | NOT AVAILABLE |
| International Class | 045 - Legal services; security services for the protection of property and individuals; personal and social services rendered by others to meet the needs of individuals. |
| US Class Codes | 100, 101 |
| Class Status Code | 6 - Active |
| Class Status Date | Friday, June 30, 2023 |
| Primary Code | 045 |
| First Use Anywhere Date | NOT AVAILABLE |
| First Use In Commerce Date | NOT AVAILABLE |
Trademark Owner History
| Party Name | MARCUM ADVISORY GROUP LLC |
| Party Type | 21 - New Owner After Publication |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | CLEVELAND, OH 44131 |
| Party Name | Marcum LLP |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 99 - Other |
| Address | Melville, NY 11747 |
| Party Name | Marcum LLP |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 99 - Other |
| Address | Melville, NY 11747 |
Trademark Events
| Event Date | Event Description |
| Monday, June 26, 2023 | NEW APPLICATION ENTERED |
| Friday, June 30, 2023 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Sunday, March 10, 2024 | ASSIGNED TO EXAMINER |
| Friday, March 15, 2024 | EXAMINERS AMENDMENT -WRITTEN |
| Friday, March 15, 2024 | EXAMINERS AMENDMENT E-MAILED |
| Friday, March 15, 2024 | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED |
| Friday, March 15, 2024 | EXAMINER'S AMENDMENT ENTERED |
| Friday, March 15, 2024 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Wednesday, April 3, 2024 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Tuesday, April 23, 2024 | PUBLISHED FOR OPPOSITION |
| Tuesday, April 23, 2024 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Monday, January 20, 2025 | ABANDONMENT - NO USE STATEMENT FILED |
| Monday, January 20, 2025 | ABANDONMENT NOTICE E-MAILED - NO USE STATEMENT FILED |
| Tuesday, June 18, 2024 | NOA E-MAILED - SOU REQUIRED FROM APPLICANT |
| Wednesday, November 6, 2024 | AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP |
