STRATEGIC ALLOCATION FOR INCOME & LONGEVITY SAIL Trademark

Trademark Overview


On Friday, December 18, 2009, a trademark application was filed for STRATEGIC ALLOCATION FOR INCOME & LONGEVITY SAIL with the United States Patent and Trademark Office. The USPTO has given the STRATEGIC ALLOCATION FOR INCOME & LONGEVITY SAIL trademark a serial number of 77897441. The federal status of this trademark filing is REGISTERED AND RENEWED as of Wednesday, June 10, 2020. This trademark is owned by FMB Wealth Management. The STRATEGIC ALLOCATION FOR INCOME & LONGEVITY SAIL trademark is filed in the Insurance & Financial Services category with the following description:

Financial planning for retirement
strategic allocation for income & longevity sail

General Information


Serial Number77897441
Word MarkSTRATEGIC ALLOCATION FOR INCOME & LONGEVITY SAIL
Filing DateFriday, December 18, 2009
Status800 - REGISTERED AND RENEWED
Status DateWednesday, June 10, 2020
Registration Number3933453
Registration DateTuesday, March 22, 2011
Mark Drawing3000 - Illustration: Drawing or design which also includes word(s) / letter(s) / number(s)
Published for Opposition DateTuesday, January 4, 2011

Trademark Statements


Indication of Colors claimedColor is not claimed as a feature of the mark.
Disclaimer with Predetermined Text"STRATEGIC ALLOCATION FOR INCOME & LONGEVITY"
Description of MarkThe mark consists of the word "SAIL" in all capital letters where the "A" is the shape of a sail boat with water lines under it. To the right of the word "SAIL" are the words "Strategic Allocation" and below that and also to the right of "SAIL" are the words "for Income & Longevity".
Goods and ServicesFinancial planning for retirement

Classification Information


International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateSunday, December 27, 2009
Primary Code036
First Use Anywhere DateWednesday, February 18, 2009
First Use In Commerce DateWednesday, February 18, 2009

Trademark Owner History


Party NameFMB Wealth Management
Party Type30 - Original Registrant
Legal Entity Type03 - Corporation
AddressWestlake Village, CA 91362

Party NameFMB Wealth Management
Party Type20 - Owner at Publication
Legal Entity Type03 - Corporation
AddressWestlake Village, CA 91361

Party NameFMB Wealth Management
Party Type10 - Original Applicant
Legal Entity Type03 - Corporation
AddressWestlake Village, CA 91361

Trademark Events


Event DateEvent Description
Wednesday, June 10, 2020NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
Wednesday, June 10, 2020REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
Wednesday, June 10, 2020REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
Wednesday, June 10, 2020CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Thursday, March 26, 2020TEAS SECTION 8 & 9 RECEIVED
Sunday, March 22, 2020COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
Saturday, March 25, 2017NOTICE OF ACCEPTANCE OF SEC. 8 - E-MAILED
Saturday, March 25, 2017REGISTERED - SEC. 8 (6-YR) ACCEPTED
Friday, March 24, 2017CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Monday, February 13, 2017TEAS SECTION 8 RECEIVED
Monday, February 13, 2017TEAS CHANGE OF CORRESPONDENCE RECEIVED
Tuesday, March 22, 2016COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
Tuesday, March 22, 2011REGISTERED-PRINCIPAL REGISTER
Tuesday, January 4, 2011OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Tuesday, January 4, 2011PUBLISHED FOR OPPOSITION
Wednesday, December 1, 2010LAW OFFICE PUBLICATION REVIEW COMPLETED
Wednesday, December 1, 2010ASSIGNED TO LIE
Sunday, November 7, 2010APPROVED FOR PUB - PRINCIPAL REGISTER
Friday, May 7, 2010NOTIFICATION OF LETTER OF SUSPENSION E-MAILED
Friday, May 7, 2010LETTER OF SUSPENSION E-MAILED
Friday, May 7, 2010SUSPENSION LETTER WRITTEN
Friday, May 7, 2010EXAMINER'S AMENDMENT ENTERED
Friday, May 7, 2010NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
Friday, May 7, 2010EXAMINERS AMENDMENT E-MAILED
Friday, May 7, 2010EXAMINERS AMENDMENT -WRITTEN
Friday, March 19, 2010NOTIFICATION OF NON-FINAL ACTION E-MAILED
Friday, March 19, 2010NON-FINAL ACTION E-MAILED
Friday, March 19, 2010NON-FINAL ACTION WRITTEN
Friday, March 19, 2010ASSIGNED TO EXAMINER
Tuesday, December 29, 2009NOTICE OF DESIGN SEARCH CODE MAILED
Sunday, December 27, 2009NEW APPLICATION OFFICE SUPPLIED DATA ENTERED IN TRAM
Tuesday, December 22, 2009NEW APPLICATION ENTERED IN TRAM