THE HEALTHCARE CFO Trademark

Trademark Overview


On Friday, February 26, 2021, a trademark application was filed for THE HEALTHCARE CFO with the United States Patent and Trademark Office. The USPTO has given the THE HEALTHCARE CFO trademark a serial number of 90549705. The federal status of this trademark filing is REGISTERED as of Tuesday, January 17, 2023. This trademark is owned by The Energy CFO, LLC.. The THE HEALTHCARE CFO trademark is filed in the Advertising, Business and Retail Services and Insurance & Financial Services categories with the following description:

Outsourced Chief Financial Officer Services, namely, advisory and consulting related to financial planning and analysis, investor relations, namely, providing investors with financial information, corporate finance services, namely, consultation in the field of capital structure and the field of asset sales; Startup Chief Financial Officer Services, namely, advisory and consulting related to financial services, namely, raising debt and equity capital for others, financial forecasting, financial modeling in the nature of financial analysis, financial analysis, namely, calculating burn rates, analysis and advisory of financial services, namely, business fundraising for other, financial forecasting; Outsourced Financial Planning and Analysis (FPandA) services, namely, advisory and consulting related to financial planning and analysis, Financial advice, namely, budget planning, financial forecasting, financial analysis and research services, financial data analysis, financial analysis, fin...

Outsourced Chief Financial Officer Services, namely, advisory and consulting related to outsourced, virtual, part-time, fractional, on-demand, contract, temporary, and interim Chief Financial Officer, Controller services namely, preparing financial reports, public relations in the field of investor relations, business advice and information relating to loans, finance, credit, and sources and uses of cash flow from the business, corporate planning, namely business planning, accounting, cost accounting, financial accounting, business administration, and human resources, namely consulting services in the fields of business management, human resources, and business organizational design; Startup Chief Financial Officer Services, namely, advisory and consulting related to business planning, commercialization of new products and services, economic forecasting, business planning, business information services, namely, preparation of executive summaries, public relations concerning investors, ...
the healthcare cfo

General Information


Serial Number90549705
Word MarkTHE HEALTHCARE CFO
Filing DateFriday, February 26, 2021
Status700 - REGISTERED
Status DateTuesday, January 17, 2023
Registration Number6952260
Registration DateTuesday, January 17, 2023
Mark Drawing3000 - Illustration: Drawing or design which also includes word(s) / letter(s) / number(s)
Published for Opposition DateTuesday, November 1, 2022

Trademark Statements


Description of MarkThe mark consists of the word "THE" written sideways appearing in the color grey" on the side of the wording "HEALTHCARECFO" with the words "HEALTHCARE" appearing in the color blue and the word" CFO" appearing in the color black. All of the wording is underlined with a wave like line that straightens out which appears in the color black. All of the foregoing is set against a white background.
Goods and ServicesOutsourced Chief Financial Officer Services, namely, advisory and consulting related to financial planning and analysis, investor relations, namely, providing investors with financial information, corporate finance services, namely, consultation in the field of capital structure and the field of asset sales; Startup Chief Financial Officer Services, namely, advisory and consulting related to financial services, namely, raising debt and equity capital for others, financial forecasting, financial modeling in the nature of financial analysis, financial analysis, namely, calculating burn rates, analysis and advisory of financial services, namely, business fundraising for other, financial forecasting; Outsourced Financial Planning and Analysis (FPandA) services, namely, advisory and consulting related to financial planning and analysis, Financial advice, namely, budget planning, financial forecasting, financial analysis and research services, financial data analysis, financial analysis, financial data analysis; Advisory and consulting related to asset management services, namely, Corporate finance services, namely, consultation in the field of asset sales and consultation in the field of capital structure; Cash Flow Forecasting Services, namely, advisory and consulting related to financial forecasting, cash management, financial services, namely, raising debt and equity capital for others; Business advisory and consulting related to financial management; Transaction Advisory services, namely, financial consulting and advising in the field of mergers and acquisitions, financial due diligence; Board Advisory Services, namely, financial consulting
Indication of Colors claimedThe color(s) black, white, blue and grey is/are claimed as a feature of the mark.
Goods and ServicesOutsourced Chief Financial Officer Services, namely, advisory and consulting related to outsourced, virtual, part-time, fractional, on-demand, contract, temporary, and interim Chief Financial Officer, Controller services namely, preparing financial reports, public relations in the field of investor relations, business advice and information relating to loans, finance, credit, and sources and uses of cash flow from the business, corporate planning, namely business planning, accounting, cost accounting, financial accounting, business administration, and human resources, namely consulting services in the fields of business management, human resources, and business organizational design; Startup Chief Financial Officer Services, namely, advisory and consulting related to business planning, commercialization of new products and services, economic forecasting, business planning, business information services, namely, preparation of executive summaries, public relations concerning investors, namely, preparation of investor pitch decks, business intermediary services relating to the matching of potential private investors with entrepreneurs needing funding, new product and service pricing, namely new product commercialization services, estimating breakeven costs, namely, cost analyses, product and service cost structure, namely, cost accounting, new product or service commercialization services, negotiations of business contracts for others; Outsourced Financial Planning and Analysis (FPandA) services, namely, advisory and consulting related to preparing financial reports, management reporting, namely, preparing business reports, preparing financial reports, regional performance reporting, namely, preparing business reports, providing business intelligence services, business data analysis, business performance reporting, namely, preparing business reports, business information services, namely, identifying key performance indicators (KPI) and setting targets, advisory services relating to business management and business operations, sales forecasting, namely, financial forecasting, marketing analysis services, analysis of business data, business data analysis, preparing financial reports for others; Business Consulting services, namely, advisory and consulting related to advising how to build out and improve client accounting services, namely, accounting advisory services, developing processes and staff role responsibilities, namely, personnel management consultancy, business consulting in the field of business processes improvement, supply chain management services, inventory management, business project management; Cash Flow Forecasting Services, namely, advisory and consulting related to economic forecasting services, accounts receivable management, namely, business management advice and consulting regarding customer invoicing, billing, accounts payable management, namely, business management advice and consulting regarding cost price analysis, economic forecasting and analysis, inventory management; Business Profitability Consulting Services, namely, business advisory and consulting related to operating margin and profitability improvement, revenue enhancement, identifying new sources of revenue, cost price analyses, cost accounting, pricing strategies for products and services, namely, cost price analysis, customer profitability analysis, customer profitability analysis, analyzing and compiling business product sales, quantity, cost data by products to determine gross margins and which products to keep or discontinue, cost accounting, project cost accounting, namely, cost management for construction projects, specialized equipment or devices, manufacturing, and intellectual property development projects, breakeven cost analysis, accounts receivable management, namely, business management advice and consulting regarding customer invoicing, billing, accounts payable management, namely, business management advice and consulting regarding how to forecast payables and make decisions what vendor and/or services to pay, when and how much to pay, and how to pay them using working capital; Strategic Advisory Services, namely, advisory and consulting related to providing business management information in connection with consulting and advisory services in the field of business strategic planning services, business risk management services, business planning, and business succession planning; Transaction Advisory services, namely, business acquisition and merger consultation, accounting services for mergers and acquisition; Board Advisory Services, namely, business management consultancy and advisory services, Consultancy and advisory services in the field of business strategy; and Executive Search and Staffing Services, namely, developing role descriptions, assisting with screening, and temporary staffing and/or permanent placement of finance and accounting executives, managers, and staff
Disclaimer with Predetermined Text"HEALTHCARE CFO"

Classification Information


International Class035 - Advertising; business management; business administration; office functions.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateFriday, May 28, 2021
Primary Code035
First Use Anywhere DateThursday, January 21, 2021
First Use In Commerce DateThursday, January 21, 2021

International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateThursday, April 7, 2022
Primary Code036
First Use Anywhere DateThursday, January 21, 2021
First Use In Commerce DateThursday, January 21, 2021

Trademark Owner History


Party NameThe Energy CFO, LLC.
Party Type30 - Original Registrant
Legal Entity Type16 - Limited Liability Company
AddressSan Antonio, TX 78216

Party NameThe Energy CFO, LLC.
Party Type20 - Owner at Publication
Legal Entity Type16 - Limited Liability Company
AddressSan Antonio, TX 78216

Party NameThe Energy CFO, LLC.
Party Type10 - Original Applicant
Legal Entity Type16 - Limited Liability Company
AddressSan Antonio, TX 78216

Trademark Events


Event DateEvent Description
Tuesday, January 17, 2023NOTICE OF REGISTRATION CONFIRMATION EMAILED
Tuesday, January 17, 2023REGISTERED-PRINCIPAL REGISTER
Tuesday, November 1, 2022OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Tuesday, November 1, 2022PUBLISHED FOR OPPOSITION
Wednesday, October 12, 2022NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Wednesday, September 28, 2022APPROVED FOR PUB - PRINCIPAL REGISTER
Wednesday, August 17, 2022TEAS/EMAIL CORRESPONDENCE ENTERED
Tuesday, August 16, 2022CORRESPONDENCE RECEIVED IN LAW OFFICE
Tuesday, August 16, 2022TEAS REQUEST FOR RECONSIDERATION RECEIVED
Monday, May 9, 2022NOTIFICATION OF FINAL REFUSAL EMAILED
Monday, May 9, 2022FINAL REFUSAL E-MAILED
Monday, May 9, 2022FINAL REFUSAL WRITTEN
Thursday, April 7, 2022TEAS/EMAIL CORRESPONDENCE ENTERED
Wednesday, April 6, 2022CORRESPONDENCE RECEIVED IN LAW OFFICE
Wednesday, April 6, 2022TEAS RESPONSE TO OFFICE ACTION RECEIVED
Thursday, October 7, 2021NOTIFICATION OF NON-FINAL ACTION E-MAILED
Thursday, October 7, 2021NON-FINAL ACTION E-MAILED
Thursday, October 7, 2021NON-FINAL ACTION WRITTEN
Tuesday, September 21, 2021ASSIGNED TO EXAMINER
Saturday, May 29, 2021NOTICE OF DESIGN SEARCH CODE E-MAILED
Friday, May 28, 2021NEW APPLICATION OFFICE SUPPLIED DATA ENTERED IN TRAM
Tuesday, March 2, 2021NEW APPLICATION ENTERED IN TRAM