| Serial Number | 90710002 |
| Word Mark | YOUR FINANCIAL CONCIERGE |
| Filing Date | Thursday, May 13, 2021 |
| Status | 700 - REGISTERED |
| Status Date | Tuesday, March 1, 2022 |
| Registration Number | 6661685 |
| Registration Date | Tuesday, March 1, 2022 |
| Mark Drawing | 4000 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | NOT AVAILABLE |
| Goods and Services | Financial services, namely, assisting others with the completion of financial transactions for stocks, bonds, securities and equities; Financial services, namely, providing an investment option available for variable annuity and variable life insurance products; Financial services, namely, wealth management services; Financial advice and consultancy services; Financial advisory and consultancy services; Financial advisory and consultancy services, namely, the creation of personalized strategies to achieve financial independence; Financial affairs and monetary affairs, namely, financial information, management and analysis services; Financial custody services, namely, maintaining possession of financial assets for others for financial management purposes; Financial information and advisory services; Financial investment brokerage services; Financial planning services, namely, developing and managing charitable giving programs on behalf of wealthy individuals or families; Financial portfolio analysis services; Financial retirement plan consulting services; Insurance and financial information and consultancy services; 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, money management services; 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 financial information services to individuals, families and businesses; Strategic financial advisory services |
| Disclaimer with Predetermined Text | "FINANCIAL" |
| International Class | 036 - Insurance; financial affairs; monetary affairs; real estate affairs. |
| US Class Codes | 100, 101, 102 |
| Class Status Code | 6 - Active |
| Class Status Date | Thursday, August 12, 2021 |
| Primary Code | 036 |
| First Use Anywhere Date | Saturday, March 13, 2021 |
| First Use In Commerce Date | Saturday, March 13, 2021 |
| Party Name | NOT AVAILABLE |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 01 - Individual |
| Address | Needham, MA 02492 |
| Party Name | NOT AVAILABLE |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 01 - Individual |
| Address | Needham, MA 02492 |
| Event Date | Event Description |
| Tuesday, March 1, 2022 | REGISTERED-SUPPLEMENTAL REGISTER |
| Saturday, January 22, 2022 | LAW OFFICE PUBLICATION REVIEW COMPLETED |
| Thursday, January 20, 2022 | ASSIGNED TO LIE |
| Thursday, January 20, 2022 | APPROVED FOR REGISTRATION SUPPLEMENTAL REGISTER |
| Thursday, January 20, 2022 | EXAMINER'S AMENDMENT ENTERED |
| Thursday, January 20, 2022 | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED |
| Thursday, January 20, 2022 | EXAMINERS AMENDMENT E-MAILED |
| Thursday, January 20, 2022 | EXAMINERS AMENDMENT -WRITTEN |
| Thursday, January 20, 2022 | ASSIGNED TO EXAMINER |
| Thursday, August 12, 2021 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED IN TRAM |
| Monday, May 17, 2021 | NEW APPLICATION ENTERED IN TRAM |