PEAK FINANCIAL MANAGEMENT Trademark

Trademark Overview


On Tuesday, August 29, 2006, a trademark application was filed for PEAK FINANCIAL MANAGEMENT with the United States Patent and Trademark Office. The USPTO has given the PEAK FINANCIAL MANAGEMENT trademark a serial number of 78962980. The federal status of this trademark filing is REGISTERED AND RENEWED as of Thursday, August 3, 2017. This trademark is owned by Peak Financial Management, Inc.. The PEAK FINANCIAL MANAGEMENT trademark is filed in the Advertising, Business and Retail Services and Insurance & Financial Services categories with the following description:

Tax and taxation planning, advice, information and consultancy services

Estate planning; Financial analysis and consultation; Financial management; Financial planning; Financial portfolio management; Investment advice; Investment management; Investment services, namely asset acquisition, consultation, development and management services
peak financial management

General Information


Serial Number78962980
Word MarkPEAK FINANCIAL MANAGEMENT
Filing DateTuesday, August 29, 2006
Status800 - REGISTERED AND RENEWED
Status DateThursday, August 3, 2017
Registration Number3352473
Registration DateTuesday, December 11, 2007
Mark Drawing4000 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateTuesday, September 25, 2007

Trademark Statements


Amendment to a Registration/Renewal CertificateIn the statement, Column 2, line 9,"INC". should be deleted. The drawing is amended to appear as follows: PEAK FINANCIAL MANAGEMENT
Disclaimer with Predetermined Text"FINANCIAL MANAGEMENT"
Goods and ServicesTax and taxation planning, advice, information and consultancy services
Goods and ServicesEstate planning; Financial analysis and consultation; Financial management; Financial planning; Financial portfolio management; Investment advice; Investment management; Investment services, namely asset acquisition, consultation, development and management services

Classification Information


International Class035 - Advertising; business management; business administration; office functions.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateWednesday, September 6, 2006
Primary Code035
First Use Anywhere DateWednesday, August 7, 1991
First Use In Commerce DateWednesday, August 7, 1991

International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateWednesday, September 6, 2006
Primary Code036
First Use Anywhere DateWednesday, August 7, 1991
First Use In Commerce DateWednesday, August 7, 1991

Trademark Owner History


Party NamePeak Financial Management, Inc.
Party Type30 - Original Registrant
Legal Entity Type03 - Corporation
AddressWaltham, MA 02451

Party NamePeak Financial Management, Inc.
Party Type20 - Owner at Publication
Legal Entity Type03 - Corporation
AddressWaltham, MA 02451

Party NamePeak Financial Management, Inc.
Party Type10 - Original Applicant
Legal Entity Type03 - Corporation
AddressWaltham, MA 02451

Trademark Events


Event DateEvent Description
Thursday, August 3, 2017NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
Thursday, August 3, 2017REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
Thursday, August 3, 2017REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
Thursday, August 3, 2017CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Monday, June 26, 2017TEAS SECTION 8 & 9 RECEIVED
Tuesday, May 16, 2017AMENDMENT UNDER SECTION 7 ¿ PROCESSED
Friday, May 5, 2017TEAS CHANGE OF CORRESPONDENCE RECEIVED
Friday, May 5, 2017TEAS SECTION 7 REQUEST RECEIVED
Wednesday, March 8, 2017POST REGISTRATION ACTION MAILED - SEC. 7
Monday, February 27, 2017CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Sunday, December 11, 2016COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
Wednesday, December 18, 2013NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
Wednesday, December 18, 2013REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
Friday, December 6, 2013REGISTERED - SEC. 8 (6-YR) & SEC. 15 FILED
Wednesday, December 18, 2013CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Friday, December 6, 2013TEAS SECTION 8 & 15 RECEIVED
Monday, December 2, 2013TEAS SECTION 7 REQUEST RECEIVED
Tuesday, December 11, 2007REGISTERED-PRINCIPAL REGISTER
Tuesday, September 25, 2007PUBLISHED FOR OPPOSITION
Wednesday, September 5, 2007NOTICE OF PUBLICATION
Friday, August 17, 2007LAW OFFICE PUBLICATION REVIEW COMPLETED
Friday, August 17, 2007ASSIGNED TO LIE
Tuesday, July 3, 2007APPROVED FOR PUB - PRINCIPAL REGISTER
Monday, January 29, 2007NON-FINAL ACTION E-MAILED
Monday, January 29, 2007NON-FINAL ACTION WRITTEN
Tuesday, January 23, 2007ASSIGNED TO EXAMINER
Wednesday, September 6, 2006NEW APPLICATION ENTERED IN TRAM