STRATEGIC AIM Trademark

Trademark Overview


On Wednesday, March 20, 2019, a trademark application was filed for STRATEGIC AIM with the United States Patent and Trademark Office. The USPTO has given the STRATEGIC AIM trademark a serial number of 88349064. The federal status of this trademark filing is REGISTERED as of Tuesday, October 1, 2019. This trademark is owned by Chapel Street Advisors LLC. The STRATEGIC AIM trademark is filed in the Insurance & Financial Services category with the following description:

Financial services, namely, a total portfolio offering for high net worth clients consisting of both separate accounts and mutual funds for equity and fixed income investments; Financial services, namely, assisting others with the completion of financial transactions for stocks, bonds, securities and equities; Financial services, namely, wealth management services; Financial advice and consultancy services; Financial advisory and consultancy services; Financial advisory and consultancy services, namely, the creation of personalized strategies to achieve financial independence; Financial and investment services, namely, asset and investment acquisition, consultation, advisory and development; Financial planning and investment advisory services; Financial risk assessment services; Providing financial services with respect to securities and other financial instruments and products, namely, providing financial market news and commentary; Strategic financial advisory services
strategic aim

General Information


Serial Number88349064
Word MarkSTRATEGIC AIM
Filing DateWednesday, March 20, 2019
Status700 - REGISTERED
Status DateTuesday, October 1, 2019
Registration Number5872790
Registration DateTuesday, October 1, 2019
Mark Drawing4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateTuesday, July 16, 2019

Trademark Statements


Goods and ServicesFinancial services, namely, a total portfolio offering for high net worth clients consisting of both separate accounts and mutual funds for equity and fixed income investments; Financial services, namely, assisting others with the completion of financial transactions for stocks, bonds, securities and equities; Financial services, namely, wealth management services; Financial advice and consultancy services; Financial advisory and consultancy services; Financial advisory and consultancy services, namely, the creation of personalized strategies to achieve financial independence; Financial and investment services, namely, asset and investment acquisition, consultation, advisory and development; Financial planning and investment advisory services; Financial risk assessment services; Providing financial services with respect to securities and other financial instruments and products, namely, providing financial market news and commentary; Strategic financial advisory services

Classification Information


International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateMonday, April 8, 2019
Primary Code036
First Use Anywhere DateTuesday, September 15, 2015
First Use In Commerce DateTuesday, September 15, 2015

Trademark Owner History


Party NameChapel Street Advisors LLC
Party Type30 - Original Registrant
Legal Entity Type16 - Limited Liability Company
AddressPerrysburg, OH 43551

Party NameChapel Street Advisors LLC
Party Type20 - Owner at Publication
Legal Entity Type16 - Limited Liability Company
AddressPerrysburg, OH 43551

Party NameChapel Street Advisors LLC
Party Type10 - Original Applicant
Legal Entity Type16 - Limited Liability Company
AddressPerrysburg, OH 43551

Trademark Events


Event DateEvent Description
Monday, April 8, 2019NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Saturday, March 23, 2019NEW APPLICATION ENTERED
Thursday, May 30, 2019ASSIGNED TO EXAMINER
Thursday, June 6, 2019APPROVED FOR PUB - PRINCIPAL REGISTER
Tuesday, July 16, 2019PUBLISHED FOR OPPOSITION
Tuesday, July 16, 2019OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Tuesday, October 1, 2019REGISTERED-PRINCIPAL REGISTER
Tuesday, October 1, 2024COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
Wednesday, June 26, 2019NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED