UNITED CAPITAL FINANCIAL LIFE MANAGEMENT Trademark

Trademark Overview


On Monday, August 17, 2015, a trademark application was filed for UNITED CAPITAL FINANCIAL LIFE MANAGEMENT with the United States Patent and Trademark Office. The USPTO has given the UNITED CAPITAL FINANCIAL LIFE MANAGEMENT trademark a serial number of 86727573. The federal status of this trademark filing is CANCELLED - SECTION 8 as of Wednesday, June 5, 2024. This trademark is owned by United Capital Financial Partners, Inc.. The UNITED CAPITAL FINANCIAL LIFE MANAGEMENT trademark is filed in the Insurance & Financial Services category with the following description:

financial services, namely, financial analysis, advice and consultation, capital and funds investment consultation, fund investments, securities investments, financial portfolio management, investment management, investment of funds for others; financial planning and research
united capital financial life management

General Information


Serial Number86727573
Word MarkUNITED CAPITAL FINANCIAL LIFE MANAGEMENT
Filing DateMonday, August 17, 2015
Status710 - CANCELLED - SECTION 8
Status DateWednesday, June 5, 2024
Registration Number5337823
Registration DateTuesday, November 21, 2017
Mark Drawing3 - Illustration: Drawing or design which also includes word(s) / letter(s) / number(s)
Published for Opposition DateTuesday, September 5, 2017

Trademark Statements


Description of MarkThe mark consists of a blue circle containing three interlocking ovals in white to the left of the words "UNITED CAPITAL FINANCIAL LIFE MANAGEMENT" in gray.
Goods and Servicesfinancial services, namely, financial analysis, advice and consultation, capital and funds investment consultation, fund investments, securities investments, financial portfolio management, investment management, investment of funds for others; financial planning and research
Indication of Colors claimedThe color(s) blue, gray and white is/are claimed as a feature of the mark.
NOT AVAILABLE"CAPITAL" AND "FINANCIAL LIFE MANAGEMENT"

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 DateWednesday, June 5, 2024
Primary Code036
First Use Anywhere DateSunday, March 1, 2015
First Use In Commerce DateSunday, March 1, 2015

Trademark Owner History


Party NameUNITED CAPITAL FINANCIAL PARTNERS, LLC
Party Type31 - New Owner After Registration
Legal Entity Type16 - Limited Liability Company
AddressIRVING, TX 75062

Party NameUnited Capital Financial Partners, Inc.
Party Type30 - Original Registrant
Legal Entity Type03 - Corporation
AddressNewport Beach, CA 92660

Party NameUnited Capital Financial Partners, Inc.
Party Type20 - Owner at Publication
Legal Entity Type03 - Corporation
AddressNewport Beach, CA 92660

Party NameUnited Capital Financial Partners, Inc.
Party Type10 - Original Applicant
Legal Entity Type03 - Corporation
AddressNewport Beach, CA 92660

Trademark Events


Event DateEvent Description
Wednesday, May 25, 2016ASSIGNED TO LIE
Thursday, August 20, 2015NEW APPLICATION ENTERED
Thursday, August 20, 2015NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Friday, August 21, 2015NOTICE OF DESIGN SEARCH CODE E-MAILED
Tuesday, December 1, 2015ASSIGNED TO EXAMINER
Tuesday, December 8, 2015NON-FINAL ACTION WRITTEN
Tuesday, December 8, 2015NON-FINAL ACTION E-MAILED
Tuesday, December 8, 2015NOTIFICATION OF NON-FINAL ACTION E-MAILED
Friday, May 13, 2016TEAS RESPONSE TO OFFICE ACTION RECEIVED
Monday, July 31, 2017TEAS REQUEST FOR RECONSIDERATION RECEIVED
Thursday, June 2, 2016CORRESPONDENCE RECEIVED IN LAW OFFICE
Thursday, June 2, 2016TEAS/EMAIL CORRESPONDENCE ENTERED
Wednesday, June 22, 2016SUSPENSION LETTER WRITTEN
Wednesday, June 22, 2016LETTER OF SUSPENSION E-MAILED
Wednesday, June 22, 2016NOTIFICATION OF LETTER OF SUSPENSION E-MAILED
Wednesday, January 4, 2017SUSPENSION CHECKED - TO ATTORNEY FOR ACTION
Sunday, January 29, 2017FINAL REFUSAL WRITTEN
Sunday, January 29, 2017FINAL REFUSAL E-MAILED
Sunday, January 29, 2017NOTIFICATION OF FINAL REFUSAL EMAILED
Tuesday, August 1, 2017APPROVED FOR PUB - PRINCIPAL REGISTER
Tuesday, November 21, 2017REGISTERED-PRINCIPAL REGISTER
Friday, August 9, 2019TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Friday, August 9, 2019ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Monday, September 30, 2019TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Monday, September 30, 2019ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Monday, July 31, 2017CORRESPONDENCE RECEIVED IN LAW OFFICE
Tuesday, August 1, 2017TEAS/EMAIL CORRESPONDENCE ENTERED
Wednesday, August 16, 2017NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Tuesday, September 5, 2017PUBLISHED FOR OPPOSITION
Tuesday, September 5, 2017OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Thursday, May 23, 2024ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY
Monday, November 21, 2022COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
Wednesday, November 8, 2023AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
Wednesday, June 5, 2024CANCELLED SEC. 8 (6-YR)
Thursday, July 11, 2024ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY