| Serial Number | 86659792 |
| Word Mark | SUCCESS IS A WELL SERVED CLIENT |
| Filing Date | Thursday, June 11, 2015 |
| Status | 702 - SECTION 8 & 15 - ACCEPTED AND ACKNOWLEDGED |
| Status Date | Wednesday, June 22, 2022 |
| Registration Number | 4889072 |
| Registration Date | Tuesday, January 19, 2016 |
| Mark Drawing | 4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | Tuesday, November 3, 2015 |
| Goods and Services | Providing financial advisory services, namely, investment consultation, strategic asset allocation, cashflow planning, financial planning, retirement planning, liquidity and tax planning, risk management and asset protection, wealth transfer services, integrated asset allocation and portfolio design, customized asset management programs, diversification strategies, alternative investments, debt management, estate planning, education planning and multigenerational financial planning; financial services, namely, wealth management services; consulting and information concerning insurance; financial consultancy and insurance consultancy; financial advice |
| International Class | 036 - Insurance; financial affairs; monetary affairs; real estate affairs. |
| US Class Codes | 100, 101, 102 |
| Class Status Code | 6 - Active |
| Class Status Date | Tuesday, June 16, 2015 |
| Primary Code | 036 |
| First Use Anywhere Date | Sunday, July 1, 2001 |
| First Use In Commerce Date | Sunday, July 1, 2001 |
| Party Name | NOT AVAILABLE |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 01 - Individual |
| Address | Melville, NY 11747 |
| Party Name | NOT AVAILABLE |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 01 - Individual |
| Address | Melville, NY 11747 |
| Party Name | NOT AVAILABLE |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 01 - Individual |
| Address | Melville, NY 11747 |
| Event Date | Event Description |
| Monday, September 21, 2015 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Monday, June 15, 2015 | NEW APPLICATION ENTERED |
| Tuesday, June 16, 2015 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Monday, September 21, 2015 | ASSIGNED TO EXAMINER |
| Wednesday, October 14, 2015 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Tuesday, November 3, 2015 | PUBLISHED FOR OPPOSITION |
| Tuesday, November 3, 2015 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, January 19, 2021 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED |
| Tuesday, January 19, 2016 | REGISTERED-PRINCIPAL REGISTER |
| Wednesday, January 19, 2022 | TEAS SECTION 8 & 15 RECEIVED |
| Wednesday, June 22, 2022 | CASE ASSIGNED TO POST REGISTRATION PARALEGAL |
| Wednesday, June 22, 2022 | NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED |
| Wednesday, June 22, 2022 | REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK. |
| Sunday, January 19, 2025 | COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED |