| Serial Number | 85688723 |
| Word Mark | SWISS FINANCE INSTITUTE |
| Filing Date | Friday, July 27, 2012 |
| Status | 800 - REGISTERED AND RENEWED |
| Status Date | Monday, November 7, 2022 |
| Registration Number | 4301404 |
| Registration Date | Tuesday, March 12, 2013 |
| Mark Drawing | 4000 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | Tuesday, December 25, 2012 |
| Goods and Services | Capital investment services; Corporate finance services, namely, consultation in the field of asset sales; Corporate finance services, namely, consultation in the field of capital structure; financial advisory and financial consultancy services in connection with financial engineering, financial modeling and financial structuring of investment instruments in the nature of securities, options, futures, derivatives, debt instruments and commodities; providing financial due diligence and wealth management for high net worth individuals; providing financial risk management for others; providing investment portfolio management; providing consultation in connection with public and private equity offerings; financial advisory and financial consultancy services in the fields of private banking, corporate banking, commercial banking, investment banking, merchant banking, Swiss banking and offshore banking; financial advisory and wealth management services in connection with tax and insurance planning strategies; Financial affairs and monetary affairs, namely, financial information, management and analysis services; Financial analysis and consultation; Financial analysis and research services; Financial asset management; Financial forecasting; Financial investment analysis and stock research; Financial management; Financial planning for retirement; Financial portfolio management; Financial risk management; Financial risk management consultation; Financial services, namely, operation and management of hedge funds, commodity pools and other collective investment vehicles, and trading for others of securities, options, futures, derivatives, debt instruments and commodities; Financial services, namely, providing information in the fields of foreign currency, commodities, financial derivatives, interest rate products, and equities via the internet and intranet systems; Financial services, namely, the trading of financial instruments, securities, shares, options and other derivative products; Financial services, namely, wealth management services; Financial trust planning; Hedge fund investment services; Providing a web site featuring non-downloadable instructional videos in the field of finance; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement; Providing information and research in the field of finance and financial investments; Providing information in the field of finance; Providing information in the field of personal finance |
| Disclaimer with Predetermined Text | "FINANCE INSTITUTE" |
| 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 | Monday, August 6, 2012 |
| Primary Code | 036 |
| First Use Anywhere Date | Sunday, August 1, 2004 |
| First Use In Commerce Date | Sunday, August 1, 2004 |
| Party Name | Swiss Finance Education GmbH |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 99 - Other |
| Address | Verbier CH-1936 CH |
| Party Name | Swiss Finance Education GmbH |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 99 - Other |
| Address | Baar CH-6340 CH |
| Party Name | Swiss Finance Education GmbH |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 99 - Other |
| Address | Baar CH-6340 CH |
| Event Date | Event Description |
| Monday, November 7, 2022 | NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED |
| Monday, November 7, 2022 | REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS) |
| Monday, November 7, 2022 | REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED |
| Monday, November 7, 2022 | CASE ASSIGNED TO POST REGISTRATION PARALEGAL |
| Friday, May 6, 2022 | TEAS SECTION 8 & 9 RECEIVED |
| Saturday, March 12, 2022 | COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED |
| Monday, April 30, 2018 | NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED |
| Monday, April 30, 2018 | REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK. |
| Wednesday, April 11, 2018 | TEAS RESPONSE TO OFFICE ACTION-POST REG RECEIVED |
| Tuesday, March 20, 2018 | POST REGISTRATION ACTION MAILED - SEC. 8 & 15 |
| Tuesday, March 20, 2018 | CASE ASSIGNED TO POST REGISTRATION PARALEGAL |
| Monday, March 12, 2018 | TEAS SECTION 8 & 15 RECEIVED |
| Monday, March 12, 2018 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
| Monday, March 12, 2018 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED |
| Tuesday, March 12, 2013 | REGISTERED-PRINCIPAL REGISTER |
| Tuesday, December 25, 2012 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, December 25, 2012 | PUBLISHED FOR OPPOSITION |
| Wednesday, December 5, 2012 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Tuesday, November 20, 2012 | LAW OFFICE PUBLICATION REVIEW COMPLETED |
| Monday, November 19, 2012 | ASSIGNED TO LIE |
| Thursday, November 1, 2012 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Wednesday, October 31, 2012 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Wednesday, October 31, 2012 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Wednesday, October 31, 2012 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Wednesday, October 31, 2012 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Wednesday, October 31, 2012 | NON-FINAL ACTION E-MAILED |
| Wednesday, October 31, 2012 | NON-FINAL ACTION WRITTEN |
| Tuesday, October 30, 2012 | ASSIGNED TO EXAMINER |
| Monday, August 6, 2012 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED IN TRAM |
| Tuesday, July 31, 2012 | NEW APPLICATION ENTERED IN TRAM |