PHOENIX TRANSACTION ADVISORY SERVICES Trademark

Trademark Overview


On Thursday, May 14, 2015, a trademark application was filed for PHOENIX TRANSACTION ADVISORY SERVICES with the United States Patent and Trademark Office. The USPTO has given the PHOENIX TRANSACTION ADVISORY SERVICES trademark a serial number of 86629978. The federal status of this trademark filing is SECTION 8 & 15 - ACCEPTED AND ACKNOWLEDGED as of Monday, April 10, 2023. This trademark is owned by Phoenix Management Holdings, Inc.. The PHOENIX TRANSACTION ADVISORY SERVICES trademark is filed in the Advertising, Business and Retail Services and Insurance & Financial Services categories with the following description:

Financial management and consultation services, namely, providing financial operational reviews, financial operational integration services, 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

Business management and consultation services, namely, providing financial operational reviews, operational integration services, quality of earnings reviews, business strategic planning services, business plan validation services, operational strategies, transaction sourcing, and business management consulting services to others
phoenix transaction advisory services

General Information


Serial Number86629978
Word MarkPHOENIX TRANSACTION ADVISORY SERVICES
Filing DateThursday, May 14, 2015
Status702 - SECTION 8 & 15 - ACCEPTED AND ACKNOWLEDGED
Status DateMonday, April 10, 2023
Registration Number4925807
Registration DateTuesday, March 29, 2016
Mark Drawing4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateTuesday, January 12, 2016

Trademark Statements


Goods and ServicesFinancial management and consultation services, namely, providing financial operational reviews, financial operational integration services, 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 ServicesBusiness management and consultation services, namely, providing financial operational reviews, operational integration services, quality of earnings reviews, business strategic planning services, business plan validation services, operational strategies, transaction sourcing, and business management consulting services to others
NOT AVAILABLE"TRANSACTION ADVISORY SERVICES"

Classification Information


International Class035 - Advertising; business management; business administration; office functions.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateFriday, May 22, 2015
Primary Code035
First Use Anywhere DateMonday, July 28, 2014
First Use In Commerce DateMonday, July 28, 2014

International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateWednesday, November 4, 2015
Primary Code036
First Use Anywhere DateMonday, July 28, 2014
First Use In Commerce DateMonday, July 28, 2014

Trademark Owner History


Party NameJ.S. HELD LLC
Party Type31 - New Owner After Registration
Legal Entity Type16 - Limited Liability Company
AddressJERICHO, NY 11753

Party NamePhoenix Management Holdings, Inc.
Party Type30 - Original Registrant
Legal Entity Type03 - Corporation
AddressChadds Ford, PA 19317

Party NamePhoenix Management Holdings, Inc.
Party Type20 - Owner at Publication
Legal Entity Type03 - Corporation
AddressChadds Ford, PA 19317

Party NamePhoenix Management Holdings, Inc.
Party Type10 - Original Applicant
Legal Entity Type03 - Corporation
AddressChadds Ford, PA 19317

Trademark Events


Event DateEvent Description
Monday, May 18, 2015NEW APPLICATION ENTERED
Friday, May 22, 2015NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Thursday, December 24, 2015NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Tuesday, January 12, 2016PUBLISHED FOR OPPOSITION
Tuesday, January 12, 2016OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Tuesday, March 29, 2016REGISTERED-PRINCIPAL REGISTER
Monday, March 29, 2021COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
Thursday, September 29, 2022TEAS SECTION 8 & 15 RECEIVED
Tuesday, August 25, 2015ASSIGNED TO EXAMINER
Wednesday, August 26, 2015NON-FINAL ACTION WRITTEN
Wednesday, August 26, 2015NON-FINAL ACTION E-MAILED
Wednesday, August 26, 2015NOTIFICATION OF NON-FINAL ACTION E-MAILED
Wednesday, November 4, 2015TEAS RESPONSE TO OFFICE ACTION RECEIVED
Wednesday, November 4, 2015CORRESPONDENCE RECEIVED IN LAW OFFICE
Wednesday, November 4, 2015TEAS/EMAIL CORRESPONDENCE ENTERED
Thursday, November 5, 2015APPROVED FOR PUB - PRINCIPAL REGISTER
Saturday, April 8, 2023CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Friday, November 17, 2023TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Monday, April 10, 2023REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
Monday, April 10, 2023NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
Friday, November 17, 2023TEAS CHANGE OF CORRESPONDENCE RECEIVED
Friday, November 17, 2023ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Saturday, March 29, 2025COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
Wednesday, February 21, 2024AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP