WEALTH MANAGEMENT FOR THE LONG RUN Trademark

Trademark Overview


On Thursday, September 28, 2006, a trademark application was filed for WEALTH MANAGEMENT FOR THE LONG RUN with the United States Patent and Trademark Office. The USPTO has given the WEALTH MANAGEMENT FOR THE LONG RUN trademark a serial number of 76666701. The federal status of this trademark filing is CANCELLED - SECTION 8 as of Friday, May 4, 2018. This trademark is owned by STRATEGIC INVESTMENT ADVISORS, INC.. The WEALTH MANAGEMENT FOR THE LONG RUN trademark is filed in the Insurance & Financial Services category with the following description:

Financial services in the nature of investment of funds for others; financial investment advisory and management services; financial investment consultation; financial investment research services; financial planning services; trust and estate planning services; financial investment in the nature of derivative securities; risk management services
wealth management for the long run

General Information


Serial Number76666701
Word MarkWEALTH MANAGEMENT FOR THE LONG RUN
Filing DateThursday, September 28, 2006
Status710 - CANCELLED - SECTION 8
Status DateFriday, May 4, 2018
Registration Number3300557
Registration DateTuesday, October 2, 2007
Mark Drawing4000 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateTuesday, July 17, 2007

Trademark Statements


Disclaimer with Predetermined Text"WEALTH MANAGEMENT"
Goods and ServicesFinancial services in the nature of investment of funds for others; financial investment advisory and management services; financial investment consultation; financial investment research services; financial planning services; trust and estate planning services; financial investment in the nature of derivative securities; risk management services

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, May 4, 2018
Primary Code036
First Use Anywhere DateThursday, December 16, 2004
First Use In Commerce DateThursday, March 3, 2005

Trademark Owner History


Party NameKENFIELD CAPITAL STRATEGIES
Party Type31 - New Owner After Registration
Legal Entity Type03 - Corporation
AddressLOS ANGELES, CA 90064

Party NameSTRATEGIC INVESTMENT ADVISORS, INC.
Party Type30 - Original Registrant
Legal Entity Type03 - Corporation
AddressSanta Monica, CA 90405

Party NameSTRATEGIC INVESTMENT ADVISORS, INC.
Party Type20 - Owner at Publication
Legal Entity Type03 - Corporation
AddressSanta Monica, CA 90405

Party NameSTRATEGIC INVESTMENT ADVISORS, INC.
Party Type10 - Original Applicant
Legal Entity Type03 - Corporation
AddressSanta Monica, CA 90405

Trademark Events


Event DateEvent Description
Friday, May 4, 2018CANCELLED SEC. 8 (10-YR)/EXPIRED SECTION 9
Thursday, June 6, 2013NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - MAILED
Thursday, June 6, 2013REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
Friday, May 17, 2013REGISTERED - SEC. 8 (6-YR) & SEC. 15 FILED
Thursday, June 6, 2013CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Friday, May 17, 2013PAPER RECEIVED
Wednesday, March 13, 2013AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
Tuesday, October 2, 2007REGISTERED-PRINCIPAL REGISTER
Tuesday, July 17, 2007PUBLISHED FOR OPPOSITION
Wednesday, June 27, 2007NOTICE OF PUBLICATION
Monday, May 7, 2007LAW OFFICE PUBLICATION REVIEW COMPLETED
Monday, May 7, 2007APPROVED FOR PUB - PRINCIPAL REGISTER
Tuesday, May 1, 2007AMENDMENT FROM APPLICANT ENTERED
Tuesday, May 1, 2007CORRESPONDENCE RECEIVED IN LAW OFFICE
Tuesday, May 1, 2007ASSIGNED TO LIE
Tuesday, April 3, 2007PAPER RECEIVED
Wednesday, February 21, 2007NON-FINAL ACTION MAILED
Tuesday, February 20, 2007NON-FINAL ACTION WRITTEN
Friday, February 16, 2007ASSIGNED TO EXAMINER
Tuesday, October 10, 2006APPLICATION FILING RECEIPT MAILED
Wednesday, October 4, 2006NEW APPLICATION ENTERED IN TRAM