PROVISE Trademark

Trademark Overview

On Monday, August 24, 1992, a trademark application was filed for PROVISE with the United States Patent and Trademark Office. The USPTO has given the PROVISE trademark a serial number of 74306557. The federal status of this trademark filing is REGISTERED AND RENEWED as of Friday, May 3, 2024. This trademark is owned by ProVise Management Group, Inc.. The PROVISE trademark is filed in the Insurance & Financial Services category with the following description:

financial and estate planning services; namely, trust services; namely, acting as trustee, executor, administrator, personal representative, guardian, agent and custodian; investment management and custodial services; estate planning services; and employee benefit planning services; financial services; namely, capital investment and financial management services; providing personal and business financial analysis and planning; stock transfer agent and registrar services; stock brokerage services; administrator of retirement plans in the form of pension, profit sharing and investments; investment management services in the annuity, mutual fund and insurance fields
provise

General Information

Serial Number74306557
Word MarkPROVISE
Filing DateMonday, August 24, 1992
Status800 - REGISTERED AND RENEWED
Status DateFriday, May 3, 2024
Registration Number1767650
Registration DateTuesday, April 27, 1993
Mark Drawing1 - Typeset: Word(s) / letter(s) / number(s)
Published for Opposition DateTuesday, February 2, 1993

Trademark Statements

Goods and Servicesfinancial and estate planning services; namely, trust services; namely, acting as trustee, executor, administrator, personal representative, guardian, agent and custodian; investment management and custodial services; estate planning services; and employee benefit planning services; financial services; namely, capital investment and financial management services; providing personal and business financial analysis and planning; stock transfer agent and registrar services; stock brokerage services; administrator of retirement plans in the form of pension, profit sharing and investments; investment management services in the annuity, mutual fund and insurance fields

Classification Information

International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes101, 102
Class Status Code6 - Active
Class Status DateTuesday, October 6, 1992
Primary Code036
First Use Anywhere DateFriday, August 22, 1986
First Use In Commerce DateFriday, August 22, 1986

Trademark Owner History

Party NamePROVISE MANAGEMENT GROUP, LLC
Party Type31 - New Owner After Registration
Legal Entity Type16 - Limited Liability Company
AddressCLEARWATER, FL 33756
Party NameProVise Management Group, Inc.
Party Type30 - Original Registrant
Legal Entity Type03 - Corporation
AddressClearwater, FL 34616
Party NameProVise Management Group, Inc.
Party Type20 - Owner at Publication
Legal Entity Type03 - Corporation
AddressClearwater, FL 34616
Party NameProVise Management Group, Inc.
Party Type10 - Original Applicant
Legal Entity Type03 - Corporation
AddressClearwater, FL 34616

Trademark Events

Event DateEvent Description
Thursday, October 29, 1992ASSIGNED TO EXAMINER
Tuesday, November 10, 1992EXAMINER'S AMENDMENT MAILED
Tuesday, November 17, 1992APPROVED FOR PUB - PRINCIPAL REGISTER
Monday, January 4, 1993NOTICE OF PUBLICATION
Tuesday, February 2, 1993PUBLISHED FOR OPPOSITION
Tuesday, April 27, 1993REGISTERED-PRINCIPAL REGISTER
Friday, August 7, 1998REGISTERED - SEC. 8 (6-YR) & SEC. 15 FILED
Thursday, October 22, 1998REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
Thursday, April 10, 2003TEAS SECTION 8 & 9 RECEIVED
Thursday, April 10, 2003REGISTERED - COMBINED SECTION 8 (10-YR) & SEC. 9 FILED
Friday, May 2, 2003PAPER RECEIVED
Wednesday, June 18, 2003REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
Wednesday, June 18, 2003REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
Monday, December 20, 2004TEAS CHANGE OF CORRESPONDENCE RECEIVED
Thursday, February 12, 2009CASE FILE IN TICRS
Tuesday, March 19, 2013TEAS SECTION 8 & 9 RECEIVED
Monday, April 1, 2013CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Monday, April 1, 2013REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
Monday, April 1, 2013REGISTERED AND RENEWED (SECOND RENEWAL - 10 YRS)
Monday, April 1, 2013NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
Wednesday, July 10, 2013ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY
Wednesday, July 20, 2016ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY
Thursday, January 3, 2019TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Thursday, January 3, 2019ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Wednesday, January 26, 2022ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY
Wednesday, April 27, 2022COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
Thursday, June 23, 2022ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY
Tuesday, April 25, 2023TEAS SECTION 8 & 9 RECEIVED
Saturday, October 21, 2023CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Thursday, November 2, 2023POST REGISTRATION ACTION MAILED - SEC. 8 & 9
Wednesday, April 10, 2024ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY
Thursday, May 2, 2024TEAS RESPONSE TO OFFICE ACTION-POST REG RECEIVED
Friday, May 3, 2024REGISTERED AND RENEWED (THIRD RENEWAL - 10 YRS)
Friday, May 3, 2024REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
Friday, May 3, 2024NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
Wednesday, November 6, 2024ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY

Related Keywords

provise services financial planning management investment namely personal agent administrator stock