SITUATIONAL. INVESTMENT BANKING. Trademark

Trademark Overview


On Friday, November 19, 2021, a trademark application was filed for SITUATIONAL. INVESTMENT BANKING. with the United States Patent and Trademark Office. The USPTO has given the SITUATIONAL. INVESTMENT BANKING. trademark a serial number of 97133788. The federal status of this trademark filing is REGISTERED as of Tuesday, August 15, 2023. This trademark is owned by Phoenix Management Holdings, Inc.. The SITUATIONAL. INVESTMENT BANKING. trademark is filed in the Insurance & Financial Services category with the following description:

banking services; investment banking services; financial consulting and advising in the field of mergers and acquisitions; financial services, namely, investment advice, investment consultation, and investment of funds for others in the field of private and public equity debt investment services; financial restructuring services
situational. investment banking.

General Information


Serial Number97133788
Word MarkSITUATIONAL. INVESTMENT BANKING.
Filing DateFriday, November 19, 2021
Status700 - REGISTERED
Status DateTuesday, August 15, 2023
Registration Number7140460
Registration DateTuesday, August 15, 2023
Mark Drawing4000 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateTuesday, November 29, 2022

Trademark Statements


Goods and Servicesbanking services; investment banking services; financial consulting and advising in the field of mergers and acquisitions; financial services, namely, investment advice, investment consultation, and investment of funds for others in the field of private and public equity debt investment services; financial restructuring services
Disclaimer with Predetermined Text"INVESTMENT BANKING"

Classification Information


International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateWednesday, November 24, 2021
Primary Code036
First Use Anywhere DateWednesday, March 30, 2022
First Use In Commerce DateWednesday, March 30, 2022

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
Wednesday, February 21, 2024AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
Friday, November 17, 2023TEAS CHANGE OF CORRESPONDENCE RECEIVED
Friday, November 17, 2023ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Friday, November 17, 2023TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Tuesday, August 15, 2023NOTICE OF REGISTRATION CONFIRMATION EMAILED
Tuesday, August 15, 2023REGISTERED-PRINCIPAL REGISTER
Friday, July 14, 2023NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
Thursday, July 13, 2023ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
Thursday, June 15, 2023STATEMENT OF USE PROCESSING COMPLETE
Tuesday, May 23, 2023USE AMENDMENT FILED
Thursday, June 15, 2023CASE ASSIGNED TO INTENT TO USE PARALEGAL
Tuesday, May 23, 2023TEAS STATEMENT OF USE RECEIVED
Tuesday, January 24, 2023NOA E-MAILED - SOU REQUIRED FROM APPLICANT
Tuesday, November 29, 2022OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Tuesday, November 29, 2022PUBLISHED FOR OPPOSITION
Wednesday, November 9, 2022NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Thursday, October 27, 2022APPROVED FOR PUB - PRINCIPAL REGISTER
Tuesday, October 25, 2022TEAS/EMAIL CORRESPONDENCE ENTERED
Monday, October 24, 2022CORRESPONDENCE RECEIVED IN LAW OFFICE
Monday, October 24, 2022TEAS RESPONSE TO OFFICE ACTION RECEIVED
Thursday, September 1, 2022NOTIFICATION OF NON-FINAL ACTION E-MAILED
Thursday, September 1, 2022NON-FINAL ACTION E-MAILED
Thursday, September 1, 2022NON-FINAL ACTION WRITTEN
Wednesday, August 31, 2022ASSIGNED TO EXAMINER
Wednesday, November 24, 2021NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Tuesday, November 23, 2021NEW APPLICATION ENTERED