THE 7 BIGGEST MISTAKES TRUSTEES OFTEN MAKE Trademark

Trademark Overview

On Wednesday, March 26, 2003, a trademark application was filed for THE 7 BIGGEST MISTAKES TRUSTEES OFTEN MAKE with the United States Patent and Trademark Office. The USPTO has given the THE 7 BIGGEST MISTAKES TRUSTEES OFTEN MAKE trademark a serial number of 78230164. The federal status of this trademark filing is REGISTERED AND RENEWED as of Tuesday, July 21, 2015. The THE 7 BIGGEST MISTAKES TRUSTEES OFTEN MAKE trademark is filed in the Insurance & Financial Services and Education & Entertainment Services categories with the following description:

Conducting workshops and seminars in the field of financial services, namely, life insurance, key-man insurance, health insurance, and long-term health care insurance, variable annuities, equities, stocks, bonds, mutual funds, estate planning, charitable trusts, advanced trust planning, asset management, and investment strategies; and educational services, namely, conducting seminars, conferences, and workshops in the field of financial services, namely, life insurance, key-man insurance, health insurance, and long-term health care insurance, variable annuities, equities, stocks, bonds, mutual funds, estate planning, charitable trusts, advanced trust planning, asset management, and investment strategies and distributing informational materials in connection therewith

Financial services, namely, brokerage for life insurance, key-man insurance, health insurance, and long-term health care insurance; sales of variable annuities, equities, stocks, bonds, mutual funds, estate planning, charitable and advanced trust planning; asset management; and investment advice
the 7 biggest mistakes trustees often make

General Information

Serial Number78230164
Word MarkTHE 7 BIGGEST MISTAKES TRUSTEES OFTEN MAKE
Filing DateWednesday, March 26, 2003
Status800 - REGISTERED AND RENEWED
Status DateTuesday, July 21, 2015
Registration Number2966221
Registration DateTuesday, July 12, 2005
Mark Drawing1 - Typeset: Word(s) / letter(s) / number(s)
Published for Opposition DateTuesday, April 19, 2005

Trademark Statements

Goods and ServicesConducting workshops and seminars in the field of financial services, namely, life insurance, key-man insurance, health insurance, and long-term health care insurance, variable annuities, equities, stocks, bonds, mutual funds, estate planning, charitable trusts, advanced trust planning, asset management, and investment strategies; and educational services, namely, conducting seminars, conferences, and workshops in the field of financial services, namely, life insurance, key-man insurance, health insurance, and long-term health care insurance, variable annuities, equities, stocks, bonds, mutual funds, estate planning, charitable trusts, advanced trust planning, asset management, and investment strategies and distributing informational materials in connection therewith
Goods and ServicesFinancial services, namely, brokerage for life insurance, key-man insurance, health insurance, and long-term health care insurance; sales of variable annuities, equities, stocks, bonds, mutual funds, estate planning, charitable and advanced trust planning; asset management; and investment advice

Classification Information

International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateFriday, April 4, 2003
Primary Code036
First Use Anywhere DateFriday, June 30, 1995
First Use In Commerce DateFriday, November 19, 2004
International Class041 - Education; providing of training; entertainment; sporting and cultural activities.
US Class Codes100, 101, 107
Class Status Code6 - Active
Class Status DateFriday, April 4, 2003
Primary Code041
First Use Anywhere DateFriday, June 30, 1995
First Use In Commerce DateFriday, October 29, 2004

Trademark Owner History

Party NameNOT AVAILABLE
Party Type30 - Original Registrant
Legal Entity Type01 - Individual
AddressSan Diego, CA 92121
Party NameNOT AVAILABLE
Party Type20 - Owner at Publication
Legal Entity Type01 - Individual
AddressSan Diego, CA 92121
Party NameNOT AVAILABLE
Party Type10 - Original Applicant
Legal Entity Type01 - Individual
AddressSan Diego, CA 92121

Trademark Events

Event DateEvent Description
Thursday, September 25, 2003NON-FINAL ACTION MAILED
Wednesday, March 24, 2004SEC. 1(A) CLAIM DELETED
Saturday, September 13, 2003ASSIGNED TO EXAMINER
Wednesday, March 24, 2004CORRESPONDENCE RECEIVED IN LAW OFFICE
Wednesday, March 24, 2004Sec. 1(B) CLAIM ADDED
Friday, November 19, 2004TEAS AMENDMENT OF USE RECEIVED
Friday, November 19, 2004TEAS RESPONSE TO OFFICE ACTION RECEIVED
Friday, November 19, 2004USE AMENDMENT FILED
Monday, November 29, 2004AMENDMENT TO USE PROCESSING COMPLETE
Friday, January 14, 2005ASSIGNED TO LIE
Friday, January 14, 2005LAW OFFICE PUBLICATION REVIEW COMPLETED
Wednesday, March 30, 2005NOTICE OF PUBLICATION
Friday, May 21, 2004NON-FINAL ACTION MAILED
Monday, December 20, 2004USE AMENDMENT ACCEPTED
Monday, December 20, 2004APPROVED FOR PUB - PRINCIPAL REGISTER
Tuesday, April 19, 2005PUBLISHED FOR OPPOSITION
Tuesday, July 12, 2011TEAS SECTION 8 & 15 RECEIVED
Sunday, August 21, 2011CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Wednesday, March 13, 2013TEAS CHANGE OF CORRESPONDENCE RECEIVED
Tuesday, July 12, 2005REGISTERED-PRINCIPAL REGISTER
Monday, May 19, 2008TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Monday, May 19, 2008ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Monday, August 22, 2011REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
Monday, August 22, 2011NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
Thursday, February 20, 2014TEAS CHANGE OF OWNER ADDRESS RECEIVED
Thursday, February 20, 2014APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
Friday, June 26, 2015TEAS SECTION 8 & 9 RECEIVED
Tuesday, July 21, 2015CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Tuesday, July 21, 2015REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
Tuesday, July 21, 2015REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
Tuesday, July 21, 2015NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
Friday, February 19, 2016TEAS CHANGE OF CORRESPONDENCE RECEIVED
Monday, May 21, 2018TEAS CHANGE OF OWNER ADDRESS RECEIVED
Monday, May 21, 2018APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
Thursday, October 31, 2024TEAS CHANGE OF OWNER ADDRESS RECEIVED
Thursday, October 31, 2024TEAS CHANGE OF CORRESPONDENCE RECEIVED
Thursday, October 31, 2024APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
Friday, November 1, 2024WITHDRAWAL OF ATTORNEY GRANTED
Friday, November 1, 2024TEAS WITHDRAWAL OF ATTORNEY RECEIVED
Friday, July 12, 2024COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
Friday, June 26, 2015TEAS CHANGE OF CORRESPONDENCE RECEIVED
Monday, February 14, 2022TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Monday, February 14, 2022ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Monday, February 14, 2022TEAS CHANGE OF CORRESPONDENCE RECEIVED

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