PERSONAL CFO Trademark

Trademark Overview


On Friday, February 18, 2000, a trademark application was filed for PERSONAL CFO with the United States Patent and Trademark Office. The USPTO has given the PERSONAL CFO trademark a serial number of 75928820. The federal status of this trademark filing is CANCELLED - SECTION 8 as of Sunday, March 14, 2010. This trademark is owned by Assante Capital Management Inc. The PERSONAL CFO trademark is filed in the Advertising, Business and Retail Services and Insurance & Financial Services categories with the following description:

Tax consultation, contract negotiation and business management

Financial advisory, namely, forecasting and exchange, investment management, asset allocation, portfolio management, insurance brokerage, estate planning, succession planning, cash management, wealth management and personal support services, namely, personal financial planning
personal cfo

General Information


Serial Number75928820
Word MarkPERSONAL CFO
Filing DateFriday, February 18, 2000
Status710 - CANCELLED - SECTION 8
Status DateSunday, March 14, 2010
Registration Number2749162
Registration DateTuesday, August 12, 2003
Mark Drawing1000 - Typeset: Word(s) / letter(s) / number(s)
Published for Opposition DateTuesday, May 20, 2003

Trademark Statements


Goods and ServicesTax consultation, contract negotiation and business management
Goods and ServicesFinancial advisory, namely, forecasting and exchange, investment management, asset allocation, portfolio management, insurance brokerage, estate planning, succession planning, cash management, wealth management and personal support services, namely, personal financial planning

Classification Information


International Class035 - Advertising; business management; business administration; office functions.
US Class Codes100, 101, 102
Class Status Code2 - Sec. 8 - Entire Registration
Class Status DateSunday, March 14, 2010
Primary Code035
First Use Anywhere DateThursday, August 1, 1996
First Use In Commerce DateFriday, January 31, 1997

International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code2 - Sec. 8 - Entire Registration
Class Status DateSunday, March 14, 2010
Primary Code036
First Use Anywhere DateThursday, August 1, 1996
First Use In Commerce DateFriday, January 31, 1997

Trademark Owner History


Party NameLORING WARD GROUP, INC.
Party Type31 - New Owner After Registration
Legal Entity Type03 - Corporation
AddressNew York, NY 10017

Party NameASSANTE HOLDINGS INC.
Party Type30 - Original Registrant
Legal Entity Type03 - Corporation
AddressLOS ANGELES, CA 90067

Party NameASSANTE HOLDINGS INC.
Party Type20 - Owner at Publication
Legal Entity Type03 - Corporation
AddressLOS ANGELES, CA 90067

Party NameASSANTE HOLDINGS INC.
Party Type11 - New Owner Before Publication
Legal Entity Type03 - Corporation
AddressLOS ANGELES, CA 90067

Party NameAssante Capital Management Inc
Party Type10 - Original Applicant
Legal Entity Type03 - Corporation
AddressSan Jose, CA 95129

Trademark Events


Event DateEvent Description
Sunday, March 14, 2010CANCELLED SEC. 8 (6-YR)
Thursday, July 17, 2008CASE FILE IN TICRS
Wednesday, May 23, 2007ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY
Friday, September 22, 2006APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
Friday, September 22, 2006TEAS CHANGE OF OWNER ADDRESS RECEIVED
Tuesday, August 12, 2003REGISTERED-PRINCIPAL REGISTER
Tuesday, May 20, 2003PUBLISHED FOR OPPOSITION
Wednesday, April 30, 2003NOTICE OF PUBLICATION
Tuesday, March 18, 2003APPROVED FOR PUB - PRINCIPAL REGISTER
Monday, February 24, 2003CORRESPONDENCE RECEIVED IN LAW OFFICE
Monday, February 24, 2003PAPER RECEIVED
Saturday, August 24, 2002TEAS CHANGE OF CORRESPONDENCE RECEIVED
Friday, June 29, 2001LETTER OF SUSPENSION MAILED
Tuesday, February 20, 2001CORRESPONDENCE RECEIVED IN LAW OFFICE
Friday, August 18, 2000NON-FINAL ACTION MAILED
Tuesday, August 15, 2000ASSIGNED TO EXAMINER
Thursday, August 10, 2000ASSIGNED TO EXAMINER