PRUDENT EXPERT SYSTEM Trademark

Trademark Overview

On Friday, February 28, 2014, a trademark application was filed for PRUDENT EXPERT SYSTEM with the United States Patent and Trademark Office. The USPTO has given the PRUDENT EXPERT SYSTEM trademark a serial number of 86206977. The federal status of this trademark filing is SECTION 8 - ACCEPTED as of Wednesday, September 15, 2021. This trademark is owned by Sequoia Financial Group, LLC. The PRUDENT EXPERT SYSTEM trademark is filed in the Insurance & Financial Services category with the following description:

Wealth management services, namely, financial planning, asset management, estate and insurance planning, corporate 401(k)/retirement plan guidance, and fiduciary representative consulting
prudent expert system

General Information

Serial Number86206977
Word MarkPRUDENT EXPERT SYSTEM
Filing DateFriday, February 28, 2014
Status701 - SECTION 8 - ACCEPTED
Status DateWednesday, September 15, 2021
Registration Number4736881
Registration DateTuesday, May 12, 2015
Mark Drawing4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateNOT AVAILABLE

Trademark Statements

Goods and ServicesWealth management services, namely, financial planning, asset management, estate and insurance planning, corporate 401(k)/retirement plan guidance, and fiduciary representative consulting
NOT AVAILABLE"SYSTEM"

Classification Information

International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateThursday, March 13, 2014
Primary Code036
First Use Anywhere DateThursday, April 1, 2010
First Use In Commerce DateThursday, April 1, 2010

Trademark Owner History

Party NameSequoia Financial Group, LLC
Party Type30 - Original Registrant
Legal Entity Type16 - Limited Liability Company
AddressAkron, OH 44333
Party NameSequoia Financial Group, LLC
Party Type10 - Original Applicant
Legal Entity Type16 - Limited Liability Company
AddressAkron, OH 44333

Trademark Events

Event DateEvent Description
Thursday, March 13, 2014NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Friday, December 12, 2014AMENDMENT TO USE PROCESSING COMPLETE
Friday, June 6, 2014ASSIGNED TO EXAMINER
Friday, June 13, 2014NON-FINAL ACTION WRITTEN
Friday, June 13, 2014NON-FINAL ACTION E-MAILED
Friday, June 13, 2014NOTIFICATION OF NON-FINAL ACTION E-MAILED
Thursday, December 11, 2014TEAS AMENDMENT OF USE RECEIVED
Thursday, December 11, 2014TEAS RESPONSE TO OFFICE ACTION RECEIVED
Thursday, December 11, 2014CORRESPONDENCE RECEIVED IN LAW OFFICE
Thursday, December 11, 2014TEAS/EMAIL CORRESPONDENCE ENTERED
Friday, December 12, 2014USE AMENDMENT FILED
Monday, March 16, 2015EXAMINERS AMENDMENT E-MAILED
Friday, December 19, 2014USE AMENDMENT ACCEPTED
Friday, December 19, 2014NON-FINAL ACTION WRITTEN
Friday, December 19, 2014NON-FINAL ACTION E-MAILED
Friday, December 19, 2014NOTIFICATION OF NON-FINAL ACTION E-MAILED
Saturday, December 20, 2014NOTICE OF ACCEPTANCE OF AMENDMENT TO ALLEGE USE E-MAILED
Friday, March 13, 2015TEAS RESPONSE TO OFFICE ACTION RECEIVED
Friday, March 13, 2015CORRESPONDENCE RECEIVED IN LAW OFFICE
Saturday, March 14, 2015TEAS/EMAIL CORRESPONDENCE ENTERED
Monday, March 16, 2015EXAMINERS AMENDMENT -WRITTEN
Monday, March 16, 2015NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
Monday, March 16, 2015EXAMINER'S AMENDMENT ENTERED
Tuesday, May 12, 2020COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
Tuesday, March 17, 2015APPROVED FOR REGISTRATION SUPPLEMENTAL REGISTER
Monday, April 6, 2015ASSIGNED TO LIE
Monday, April 6, 2015LAW OFFICE PUBLICATION REVIEW COMPLETED
Tuesday, May 12, 2015REGISTERED-SUPPLEMENTAL REGISTER
Wednesday, May 12, 2021TEAS SECTION 8 RECEIVED
Wednesday, September 15, 2021REGISTERED - SEC. 8 (6-YR) ACCEPTED
Wednesday, September 15, 2021CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Sunday, May 12, 2024COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
Wednesday, September 15, 2021NOTICE OF ACCEPTANCE OF SEC. 8 - E-MAILED

Related Keywords

system expert prudent planning management guidance retirement plan fiduciary consulting representative corporate estate