| Serial Number | 97446120 |
| Word Mark | PHOENIX INVESTOR SERVICES |
| Filing Date | Tuesday, June 7, 2022 |
| Status | 731 - SECOND EXTENSION - GRANTED |
| Status Date | Tuesday, July 2, 2024 |
| 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, July 4, 2023 |
| Goods and Services | Financial operational integration services, namely planning and implementing operational savings and investment changes and the integration of add-on investment acquisitions; Financial management and consultation services, namely, providing operational financial information and evaluations, quality of earnings financial reviews, financial due diligence services in the field of mergers and acquisitions, strategic financial planning services, and financial management consulting services to others |
| Goods and Services | Business management and consultation services, namely, operational business evaluations, business planning and implementing operational changes and the integration of add-on business acquisitions, profit survey and analysis, namely quality of earnings reviews, business strategic planning services, business plan validation services, business operational strategies, identification of potential business acquisition candidates, and business management consulting services to others |
| NOT AVAILABLE | "INVESTOR SERVICES" |
| International Class | 035 - Advertising; business management; business administration; office functions. |
| US Class Codes | 100, 101, 102 |
| Class Status Code | 6 - Active |
| Class Status Date | Wednesday, June 15, 2022 |
| 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 | Wednesday, June 15, 2022 |
| Primary Code | 036 |
| First Use Anywhere Date | NOT AVAILABLE |
| First Use In Commerce Date | NOT AVAILABLE |
| Party Name | J.S. HELD LLC |
| Party Type | 21 - New Owner After Publication |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | JERICHO, NY 11753 |
| Party Name | Phoenix Management Holdings, Inc. |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 03 - Corporation |
| Address | Chadds Ford, PA 19317 |
| Party Name | Phoenix Management Holdings, Inc. |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 03 - Corporation |
| Address | Chadds Ford, PA 19317 |
| Event Date | Event Description |
| Wednesday, August 31, 2022 | ASSIGNED TO EXAMINER |
| Friday, June 10, 2022 | NEW APPLICATION ENTERED |
| Wednesday, June 15, 2022 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Thursday, September 1, 2022 | NON-FINAL ACTION WRITTEN |
| Thursday, September 1, 2022 | NON-FINAL ACTION E-MAILED |
| Thursday, September 1, 2022 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Thursday, November 3, 2022 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Thursday, November 3, 2022 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Friday, November 4, 2022 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Friday, December 2, 2022 | FINAL REFUSAL WRITTEN |
| Friday, December 2, 2022 | FINAL REFUSAL E-MAILED |
| Friday, December 2, 2022 | NOTIFICATION OF FINAL REFUSAL EMAILED |
| Wednesday, May 24, 2023 | TEAS REQUEST FOR RECONSIDERATION RECEIVED |
| Wednesday, May 24, 2023 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Thursday, May 25, 2023 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Tuesday, May 30, 2023 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Wednesday, June 14, 2023 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Tuesday, July 4, 2023 | PUBLISHED FOR OPPOSITION |
| Tuesday, July 4, 2023 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, August 29, 2023 | NOA E-MAILED - SOU REQUIRED FROM APPLICANT |
| Friday, November 17, 2023 | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
| Friday, November 17, 2023 | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |
| Friday, November 17, 2023 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
| Thursday, February 8, 2024 | SOU EXTENSION 1 FILED |
| Thursday, February 8, 2024 | SOU TEAS EXTENSION RECEIVED |
| Wednesday, February 21, 2024 | AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP |
| Tuesday, February 27, 2024 | CASE ASSIGNED TO INTENT TO USE PARALEGAL |
| Tuesday, February 27, 2024 | SOU EXTENSION 1 GRANTED |
| Tuesday, July 2, 2024 | SOU TEAS EXTENSION RECEIVED |
| Tuesday, July 2, 2024 | NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED |
| Tuesday, July 2, 2024 | SOU EXTENSION 2 FILED |
| Tuesday, July 2, 2024 | SOU EXTENSION 2 GRANTED |
| Wednesday, February 28, 2024 | NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED |