TRUE FIDUCIARY ADVISOR Trademark

Trademark Overview

On Friday, March 13, 2015, a trademark application was filed for TRUE FIDUCIARY ADVISOR with the United States Patent and Trademark Office. The USPTO has given the TRUE FIDUCIARY ADVISOR trademark a serial number of 86563033. The federal status of this trademark filing is CANCELLED - SECTION 8 as of Friday, July 26, 2024. This trademark is owned by Odin, Feldman & Pittleman, PC. The TRUE FIDUCIARY ADVISOR trademark is filed in the Insurance & Financial Services category with the following description:

Financial services, namely, advice relating to investments, asset management, cash management, charitable monetary giving through financial and estate planning; financial analysis and consultation, financial planning consultation, financial portfolio management, financial research and financial risk management; investment fund transfer and transaction services; assisting others with the completion of financial transactions for stocks, bonds, securities and equities; investment management; investment services, namely, asset acquisition, consultation, development and management services; financial management and consulting services; providing financial information; financial analysis and consultation; finance consulting; analysis services, namely, financial analysis; financial consulting in the field of financial information management
true fiduciary advisor

General Information

Serial Number86563033
Word MarkTRUE FIDUCIARY ADVISOR
Filing DateFriday, March 13, 2015
Status710 - CANCELLED - SECTION 8
Status DateFriday, July 26, 2024
Registration Number5382655
Registration DateTuesday, January 16, 2018
Mark Drawing4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateNOT AVAILABLE

Trademark Statements

Goods and ServicesFinancial services, namely, advice relating to investments, asset management, cash management, charitable monetary giving through financial and estate planning; financial analysis and consultation, financial planning consultation, financial portfolio management, financial research and financial risk management; investment fund transfer and transaction services; assisting others with the completion of financial transactions for stocks, bonds, securities and equities; investment management; investment services, namely, asset acquisition, consultation, development and management services; financial management and consulting services; providing financial information; financial analysis and consultation; finance consulting; analysis services, namely, financial analysis; financial consulting in the field of financial information management
NOT AVAILABLE"ADVISOR"

Classification Information

International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code2 - Sec. 8 - Entire Registration
Class Status DateFriday, July 26, 2024
Primary Code036
First Use Anywhere DateThursday, July 6, 2017
First Use In Commerce DateThursday, July 6, 2017

Trademark Owner History

Party NamePAGNATO, LLC
Party Type33 - New Owner After Registration
Legal Entity Type16 - Limited Liability Company
AddressFOLLY BEACH, SC 29439
Party NameTRUEFIDUCIARY INSTITUTE
Party Type32 - New Owner After Registration
Legal Entity Type54 - NOT AVAILABLE
AddressRESTON, VA 20190
Party NameTRUEFIDUCIARY INSTITUTE
Party Type31 - New Owner After Registration
Legal Entity Type54 - NOT AVAILABLE
AddressRESTON, VA 20190
Party NamePAGNATOKARP PARTNERS, LLC
Party Type30 - Original Registrant
Legal Entity Type16 - Limited Liability Company
AddressRESTON, VA 20190
Party NamePAGNATOKARP PARTNERS, LLC
Party Type11 - New Owner Before Publication
Legal Entity Type16 - Limited Liability Company
AddressRESTON, VA 20190
Party NameOdin, Feldman & Pittleman, PC
Party Type10 - Original Applicant
Legal Entity Type03 - Corporation
AddressReston, VA 201905159

Trademark Events

Event DateEvent Description
Wednesday, June 24, 2015NON-FINAL ACTION WRITTEN
Tuesday, March 17, 2015NEW APPLICATION ENTERED
Tuesday, March 24, 2015NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Thursday, June 18, 2015ASSIGNED TO EXAMINER
Thursday, June 25, 2015NON-FINAL ACTION MAILED
Monday, December 21, 2015TEAS CHANGE OF CORRESPONDENCE RECEIVED
Monday, December 21, 2015TEAS RESPONSE TO OFFICE ACTION RECEIVED
Monday, December 21, 2015CORRESPONDENCE RECEIVED IN LAW OFFICE
Tuesday, December 22, 2015TEAS/EMAIL CORRESPONDENCE ENTERED
Monday, January 11, 2016NOTIFICATION OF FINAL REFUSAL EMAILED
Monday, January 11, 2016FINAL REFUSAL E-MAILED
Monday, January 11, 2016FINAL REFUSAL WRITTEN
Monday, July 11, 2016TEAS REQUEST FOR RECONSIDERATION RECEIVED
Monday, July 11, 2016EXPARTE APPEAL RECEIVED AT TTAB
Monday, July 11, 2016EX PARTE APPEAL-INSTITUTED
Monday, July 11, 2016JURISDICTION RESTORED TO EXAMINING ATTORNEY
Friday, July 15, 2016ASSIGNED TO LIE
Friday, July 15, 2016TEAS/EMAIL CORRESPONDENCE ENTERED
Friday, July 15, 2016CORRESPONDENCE RECEIVED IN LAW OFFICE
Tuesday, August 2, 2016SUSPENSION LETTER WRITTEN
Wednesday, March 8, 2017SUSPENSION LETTER WRITTEN
Tuesday, August 2, 2016NOTIFICATION OF LETTER OF SUSPENSION E-MAILED
Tuesday, August 2, 2016LETTER OF SUSPENSION E-MAILED
Thursday, February 16, 2017SUSPENSION CHECKED - TO ATTORNEY FOR ACTION
Wednesday, March 8, 2017LETTER OF SUSPENSION E-MAILED
Monday, May 1, 2017TEAS/EMAIL CORRESPONDENCE ENTERED
Wednesday, March 8, 2017NOTIFICATION OF LETTER OF SUSPENSION E-MAILED
Thursday, April 20, 2017TEAS RESPONSE TO SUSPENSION INQUIRY RECEIVED
Monday, May 1, 2017CORRESPONDENCE RECEIVED IN LAW OFFICE
Thursday, May 18, 2017SUBSEQUENT FINAL REFUSAL WRITTEN
Thursday, May 18, 2017NOTIFICATION OF SUBSEQUENT FINAL EMAILED
Thursday, May 18, 2017SUBSEQUENT FINAL EMAILED
Wednesday, June 28, 2017AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
Saturday, July 22, 2017JURISDICTION RESTORED TO EXAMINING ATTORNEY
Tuesday, August 8, 2017USE AFFIDAVIT FAILED FORMALITIES
Tuesday, August 8, 2017TEAS AMENDMENT OF USE RECEIVED
Tuesday, August 8, 2017USE AMENDMENT FILED
Tuesday, August 8, 2017USE AMENDMENT FILED
Wednesday, August 9, 2017TEAS REQUEST FOR RECONSIDERATION RECEIVED
Wednesday, August 16, 2017USE AFFIDAVIT FAILED FORMALITIES
Wednesday, August 16, 2017TEAS/EMAIL CORRESPONDENCE ENTERED
Wednesday, August 16, 2017CORRESPONDENCE RECEIVED IN LAW OFFICE
Tuesday, August 22, 2017NON-FINAL ACTION E-MAILED
Wednesday, August 16, 2017AMENDMENT TO USE PROCESSING COMPLETE
Tuesday, August 22, 2017NON-FINAL ACTION WRITTEN
Tuesday, August 22, 2017NOTIFICATION OF NON-FINAL ACTION E-MAILED
Friday, November 17, 2017TEAS RESPONSE TO OFFICE ACTION RECEIVED
Friday, November 17, 2017TEAS/EMAIL CORRESPONDENCE ENTERED
Friday, November 17, 2017CORRESPONDENCE RECEIVED IN LAW OFFICE
Monday, November 27, 2017ASSIGNED TO EXAMINER
Tuesday, December 5, 2017TEAS RESPONSE TO OFFICE ACTION RECEIVED
Wednesday, December 13, 2017LAW OFFICE PUBLICATION REVIEW COMPLETED
Wednesday, December 6, 2017TEAS/EMAIL CORRESPONDENCE ENTERED
Wednesday, December 6, 2017CORRESPONDENCE RECEIVED IN LAW OFFICE
Wednesday, December 6, 2017USE AMENDMENT ACCEPTED
Wednesday, December 6, 2017APPROVED FOR REGISTRATION SUPPLEMENTAL REGISTER
Thursday, December 7, 2017NOTICE OF ACCEPTANCE OF AMENDMENT TO ALLEGE USE E-MAILED
Thursday, December 7, 2017EXPARTE APPEAL TERMINATED
Tuesday, January 16, 2018REGISTERED-SUPPLEMENTAL REGISTER
Monday, January 16, 2023COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
Friday, July 26, 2024CANCELLED SEC. 8 (6-YR)
Wednesday, October 28, 2020AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
Wednesday, September 30, 2020AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
Wednesday, October 7, 2020AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP

Related Keywords

advisor fiduciary true financial management services analysis consultation consulting investment namely asset planning