| Serial Number | 86593876 |
| Word Mark | WE MAKE FINANCIAL PLANNING CRYSTAL CLEAR |
| Filing Date | Friday, April 10, 2015 |
| Status | 710 - CANCELLED - SECTION 8 |
| Status Date | Tuesday, September 26, 2023 |
| Registration Number | 4952846 |
| Registration Date | Tuesday, May 3, 2016 |
| Mark Drawing | 4000 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | Tuesday, September 29, 2015 |
| Goods and Services | Newsletters, brochures, and magazines in the fields of securities, options, bonds and other financial instruments; Printed matter, namely, newspapers, photographs, magazines, books, printed periodicals, newsletters, and brochures all in the fields of securities, options and other financial instruments; Printed plans |
| Goods and Services | Administration of employee benefit plans concerning insurance and finance; Administration of employee benefit plans concerning insurance and finance; Conducting financial feasibility studies; Estate planning; Estate trust planning; Financial administration of employee pension plans; Financial administration of retirement plans; Financial advice; Financial advice and consultancy services; Financial advice, namely, budget planning; Financial advisory and consultancy services, namely, the creation of personalized strategies to achieve financial independence; Financial advisory and consultancy services, namely, wealth management; Financial analyses; Financial analysis and consultation; Financial analysis and research services; Financial analysis, namely, compiling and analyzing statistics, data and other sources of information for financial purposes; Financial and investment services, namely, management and brokerage in the fields of stocks, bonds, options, commodities, futures and other securities, and the investment of funds of others; Financial consultancy; Financial consultancy and insurance consultancy; Financial consultation; Financial consultation in the field of environmental management, namely, advising business and individuals on issues of portfolio planning and investment planning; Financial consulting; Financial information; Financial information and advisory services; Financial information and evaluations; Financial information processing; Financial information provided by electronic means; Financial information services provided on-line from a computer database or a global computer network, namely, providing information in the field of financial classification of companies and securities; Financial investment brokerage; Financial investment brokerage services; Financial investment in the field of financial planning; Financial management; Financial management of employee pension plans; Financial management via the Internet; Financial planning; Financial planning and investment advisory services; Financial planning consultation; Financial planning for retirement; Financial planning, namely, the creation of personalized strategies to achieve financial independence; Financial portfolio analysis services; Financial portfolio management; Financial research and information services; Financial retirement plan consulting services; Financial risk management; Financial risk management consultation; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; Financial services, namely, providing an investment option available for variable annuity and variable life insurance products; Financial services, namely, the trading of financial instruments, securities, shares, options and other derivative products; Financial services, namely, wealth management services; Financial trust planning; Insurance and financial information and consultancy services; Mutual fund planning services; On-line financial planning services; Providing a web site featuring personal financial information and financial advice; Providing a web site that assists financial professionals in the management of retirement accounts; Providing financial information; Providing financial information via a web site; Providing financial services with respect to securities and other financial instruments and products, namely, providing financial market news and commentary; Providing financial services with respect to securities and other financial instruments and products, namely, trading of and investments in securities and financial instruments and products for others; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement; Providing information in the field of employee financial benefit plans; Providing information, commentary and advice in the field of finance, financial investments and financial valuations; Providing investors with financial information; Providing on-line financial calculators; Strategic corporate financial advisory services; Strategic financial advisory services |
| Goods and Services | Analyzing and compiling data for measuring the performance of financial markets; Assistance, advisory services and consultancy with regard to business planning, business analysis, business management, and business organization; Assistance, advisory services and consultancy with regard to business planning, business analysis, business management, business organization, marketing and customer analysis; Business management planning; Business planning; Business strategic planning services; Business succession planning; Financial record-keeping for Individual and Business for the purposes of insurance risk management, regulatory compliance purposes. Financial statement preparation and analysis for businesses; Marketing plan development; Preparation of financial statements; Preparing financial reports for others; Providing an on-line computer web site that provides commercial financial transaction data, account management, financial reporting, accounting features and related reference information; Tax and taxation planning, advice, information and consultancy services |
| International Class | 016 - Paper, cardboard and goods made from these materials, not included in other classes; printed matter; bookbinding material; photographs; stationery; adhesives for stationery or household purposes; artists' materials; paint brushes; typewriters and office requisites (except furniture); instructional and teaching material (except apparatus); plastic materials for packaging (not included in other classes); printers' type; printing blocks. |
| US Class Codes | 002, 005, 022, 023, 029, 037, 038, 050 |
| Class Status Code | 2 - Sec. 8 - Entire Registration |
| Class Status Date | Tuesday, September 26, 2023 |
| Primary Code | 016 |
| First Use Anywhere Date | Saturday, September 5, 2015 |
| First Use In Commerce Date | Saturday, September 5, 2015 |
| International Class | 035 - Advertising; business management; business administration; office functions. |
| US Class Codes | 100, 101, 102 |
| Class Status Code | 2 - Sec. 8 - Entire Registration |
| Class Status Date | Tuesday, September 26, 2023 |
| Primary Code | 035 |
| First Use Anywhere Date | Saturday, September 5, 2015 |
| First Use In Commerce Date | Saturday, September 5, 2015 |
| International Class | 036 - Insurance; financial affairs; monetary affairs; real estate affairs. |
| US Class Codes | 100, 101, 102 |
| Class Status Code | 2 - Sec. 8 - Entire Registration |
| Class Status Date | Tuesday, September 26, 2023 |
| Primary Code | 036 |
| First Use Anywhere Date | Saturday, September 5, 2015 |
| First Use In Commerce Date | Saturday, September 5, 2015 |
| Party Name | Crystal Brook Advisors |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Mount Sinai, NY 11766 |
| Party Name | Crystal Brook Advisors |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Mount Sinai, NY 11766 |
| Party Name | Crystal Brook Advisors |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Mount Sinai, NY 11766 |
| Event Date | Event Description |
| Wednesday, September 27, 2023 | NOTICE OF CANCELLATION SEC. 8 EMAILED |
| Tuesday, September 26, 2023 | CANCELLED SEC. 8 (6-YR) |
| Wednesday, March 8, 2023 | OFFICE ACTION ISSUED POU3 |
| Wednesday, December 28, 2022 | TEAS RESPONSE TO OFFICE ACTION-POST REG RECEIVED |
| Tuesday, December 13, 2022 | OFFICE ACTION ISSUED POU2 |
| Wednesday, September 28, 2022 | TEAS RESPONSE TO OFFICE ACTION-POST REG RECEIVED |
| Wednesday, June 8, 2022 | OFFICE ACTION ISSUED POU1 |
| Wednesday, May 11, 2022 | CASE ASSIGNED TO POST REGISTRATION PARALEGAL |
| Tuesday, April 26, 2022 | TEAS SECTION 8 RECEIVED |
| Monday, May 3, 2021 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED |
| Tuesday, May 3, 2016 | REGISTERED-PRINCIPAL REGISTER |
| Friday, April 1, 2016 | NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED |
| Thursday, March 31, 2016 | ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED |
| Tuesday, March 29, 2016 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Monday, March 28, 2016 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Monday, March 28, 2016 | TEAS REQUEST FOR RECONSIDERATION RECEIVED |
| Friday, February 5, 2016 | NOTIFICATION OF FINAL REFUSAL EMAILED |
| Friday, February 5, 2016 | FINAL REFUSAL E-MAILED |
| Friday, February 5, 2016 | SU - FINAL REFUSAL - WRITTEN |
| Monday, January 25, 2016 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Monday, January 25, 2016 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Friday, January 22, 2016 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Tuesday, January 19, 2016 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Tuesday, January 19, 2016 | NON-FINAL ACTION E-MAILED |
| Tuesday, January 19, 2016 | SU - NON-FINAL ACTION - WRITTEN |
| Tuesday, January 19, 2016 | STATEMENT OF USE PROCESSING COMPLETE |
| Friday, December 4, 2015 | USE AMENDMENT FILED |
| Sunday, January 17, 2016 | CASE ASSIGNED TO INTENT TO USE PARALEGAL |
| Friday, December 4, 2015 | TEAS STATEMENT OF USE RECEIVED |
| Tuesday, November 24, 2015 | NOA E-MAILED - SOU REQUIRED FROM APPLICANT |
| Tuesday, September 29, 2015 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, September 29, 2015 | PUBLISHED FOR OPPOSITION |
| Wednesday, September 9, 2015 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Friday, August 21, 2015 | LAW OFFICE PUBLICATION REVIEW COMPLETED |
| Friday, August 21, 2015 | ASSIGNED TO LIE |
| Wednesday, August 5, 2015 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Friday, July 31, 2015 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Thursday, July 30, 2015 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Thursday, July 30, 2015 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Monday, July 20, 2015 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Monday, July 20, 2015 | NON-FINAL ACTION E-MAILED |
| Monday, July 20, 2015 | NON-FINAL ACTION WRITTEN |
| Monday, July 20, 2015 | ASSIGNED TO EXAMINER |
| Monday, April 20, 2015 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Tuesday, April 14, 2015 | NEW APPLICATION ENTERED |