NEW IDEAS. SOUND ADVICE. MAKING IT HAPPEN. Trademark

Trademark Overview

On Thursday, April 16, 2009, a trademark application was filed for NEW IDEAS. SOUND ADVICE. MAKING IT HAPPEN. with the United States Patent and Trademark Office. The USPTO has given the NEW IDEAS. SOUND ADVICE. MAKING IT HAPPEN. trademark a serial number of 77714990. The federal status of this trademark filing is CANCELLED - SECTION 8 as of Friday, January 27, 2017. This trademark is owned by Convergent Wealth Advisors, LLC. The NEW IDEAS. SOUND ADVICE. MAKING IT HAPPEN. trademark is filed in the Insurance & Financial Services category with the following description:

Financial services, namely, portfolio analysis, financial advisory and consultancy services, financial planning services, and the investment of funds of others
new ideas. sound advice. making it happen.

General Information

Serial Number77714990
Word MarkNEW IDEAS. SOUND ADVICE. MAKING IT HAPPEN.
Filing DateThursday, April 16, 2009
Status710 - CANCELLED - SECTION 8
Status DateFriday, January 27, 2017
Registration Number3808199
Registration DateTuesday, June 22, 2010
Mark Drawing4000 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateTuesday, August 18, 2009

Trademark Statements

Goods and ServicesFinancial services, namely, portfolio analysis, financial advisory and consultancy services, financial planning services, and the investment of funds of others

Classification Information

International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code2 - Sec. 8 - Entire Registration
Class Status DateFriday, January 27, 2017
Primary Code036
First Use Anywhere DateFriday, July 31, 2009
First Use In Commerce DateFriday, July 31, 2009

Trademark Owner History

Party NameConvergent Wealth Advisors, LLC
Party Type30 - Original Registrant
Legal Entity Type16 - Limited Liability Company
AddressPotomac, MD 20854
Party NameConvergent Wealth Advisors, LLC
Party Type20 - Owner at Publication
Legal Entity Type16 - Limited Liability Company
AddressRockville, MD 208524246
Party NameConvergent Wealth Advisors, LLC
Party Type10 - Original Applicant
Legal Entity Type16 - Limited Liability Company
AddressRockville, MD 208524246

Trademark Events

Event DateEvent Description
Friday, January 27, 2017CANCELLED SEC. 8 (6-YR)
Tuesday, January 24, 2017TEAS CHANGE OF CORRESPONDENCE RECEIVED
Tuesday, January 24, 2017TEAS CHANGE OF CORRESPONDENCE RECEIVED
Thursday, October 24, 2013APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
Thursday, October 24, 2013TEAS CHANGE OF OWNER ADDRESS RECEIVED
Thursday, July 22, 2010REVIEW OF CORRESPONDENCE COMPLETE
Thursday, July 22, 2010CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Thursday, July 8, 2010TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS
Tuesday, June 22, 2010REGISTERED-PRINCIPAL REGISTER
Tuesday, May 18, 2010NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
Saturday, May 15, 2010LAW OFFICE REGISTRATION REVIEW COMPLETED
Thursday, May 13, 2010ASSIGNED TO LIE
Wednesday, May 5, 2010ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
Wednesday, May 5, 2010NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED
Tuesday, May 4, 2010STATEMENT OF USE PROCESSING COMPLETE
Tuesday, April 13, 2010USE AMENDMENT FILED
Tuesday, May 4, 2010EXTENSION 1 GRANTED
Tuesday, April 13, 2010EXTENSION 1 FILED
Tuesday, May 4, 2010CASE ASSIGNED TO INTENT TO USE PARALEGAL
Tuesday, April 13, 2010TEAS EXTENSION RECEIVED
Tuesday, April 13, 2010TEAS STATEMENT OF USE RECEIVED
Tuesday, November 10, 2009NOA MAILED - SOU REQUIRED FROM APPLICANT
Tuesday, August 18, 2009PUBLISHED FOR OPPOSITION
Wednesday, July 29, 2009NOTICE OF PUBLICATION
Wednesday, July 15, 2009LAW OFFICE PUBLICATION REVIEW COMPLETED
Wednesday, July 15, 2009ASSIGNED TO LIE
Monday, July 6, 2009APPROVED FOR PUB - PRINCIPAL REGISTER
Monday, July 6, 2009ASSIGNED TO EXAMINER
Monday, April 20, 2009NEW APPLICATION OFFICE SUPPLIED DATA ENTERED IN TRAM
Monday, April 20, 2009NEW APPLICATION ENTERED IN TRAM

Related Keywords

happen making advice sound ideas financial services investment others planning funds advisory namely portfolio analysis