YOUR STRATEGIC PARTNER IN WEALTH MANAGEMENT AND LIFE PLANNING Trademark

Trademark Overview

On Tuesday, January 17, 2006, a trademark application was filed for YOUR STRATEGIC PARTNER IN WEALTH MANAGEMENT AND LIFE PLANNING with the United States Patent and Trademark Office. The USPTO has given the YOUR STRATEGIC PARTNER IN WEALTH MANAGEMENT AND LIFE PLANNING trademark a serial number of 78793091. The federal status of this trademark filing is CANCELLATION TERMINATED - SEE TTAB RECORDS as of Tuesday, July 18, 2023. This trademark is owned by Eileen M. Burkhart & Co., LLC. The YOUR STRATEGIC PARTNER IN WEALTH MANAGEMENT AND LIFE PLANNING trademark is filed in the Insurance & Financial Services category with the following description:

Estate planning; Financial planning; Financial planning consultation; Investment advice; Investment advisory services
your strategic partner in wealth management and life planning

General Information

Serial Number78793091
Word MarkYOUR STRATEGIC PARTNER IN WEALTH MANAGEMENT AND LIFE PLANNING
Filing DateTuesday, January 17, 2006
Status780 - CANCELLATION TERMINATED - SEE TTAB RECORDS
Status DateTuesday, July 18, 2023
Registration Number3339447
Registration DateTuesday, November 20, 2007
Mark Drawing4000 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateTuesday, September 4, 2007

Trademark Statements

Goods and ServicesEstate planning; Financial planning; Financial planning consultation; Investment advice; Investment advisory services
Disclaimer with Predetermined Text"WEALTH MANAGEMENT" AND "PLANNING"

Classification Information

International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateTuesday, January 24, 2006
Primary Code036
First Use Anywhere DateWednesday, May 1, 2002
First Use In Commerce DateWednesday, May 1, 2002

Trademark Owner History

Party NameEileen M. Burkhart & Co., LLC
Party Type30 - Original Registrant
Legal Entity Type03 - Corporation
AddressCleveland Heights, OH 44106
Party NameEileen M. Burkhart & Co., LLC
Party Type20 - Owner at Publication
Legal Entity Type03 - Corporation
AddressCleveland Heights, OH 44106
Party NameEileen M. Burkhart & Co., LLC
Party Type10 - Original Applicant
Legal Entity Type03 - Corporation
AddressCleveland Heights, OH 44106

Trademark Events

Event DateEvent Description
Tuesday, July 18, 2023TTAB RELEASE CASE TO TRADEMARKS
Tuesday, July 18, 2023CANCELLATION TERMINATED NO. 999999
Tuesday, July 18, 2023CANCELLATION DENIED NO. 999999
Wednesday, May 24, 2023ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY
Friday, April 14, 2023CANCELLATION INSTITUTED NO. 999999
Saturday, May 6, 2017NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
Saturday, May 6, 2017REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
Saturday, May 6, 2017REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
Saturday, May 6, 2017CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Monday, March 13, 2017TEAS SECTION 8 & 9 RECEIVED
Sunday, November 20, 2016COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
Wednesday, November 13, 2013NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
Wednesday, November 13, 2013REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
Friday, October 25, 2013REGISTERED - SEC. 8 (6-YR) & SEC. 15 FILED
Wednesday, November 13, 2013CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Friday, October 25, 2013TEAS SECTION 8 & 15 RECEIVED
Friday, March 30, 2012APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
Friday, March 30, 2012TEAS CHANGE OF OWNER ADDRESS RECEIVED
Friday, March 30, 2012TEAS CHANGE OF CORRESPONDENCE RECEIVED
Tuesday, November 20, 2007REGISTERED-PRINCIPAL REGISTER
Tuesday, September 4, 2007PUBLISHED FOR OPPOSITION
Thursday, August 23, 2007UNDELIVERABLE MAIL - CORRESP. REMAILED
Wednesday, August 15, 2007NOTICE OF PUBLICATION
Monday, July 30, 2007LAW OFFICE PUBLICATION REVIEW COMPLETED
Monday, July 30, 2007ASSIGNED TO LIE
Monday, June 18, 2007APPROVED FOR PUB - PRINCIPAL REGISTER
Saturday, June 9, 2007TEAS/EMAIL CORRESPONDENCE ENTERED
Friday, June 8, 2007CORRESPONDENCE RECEIVED IN LAW OFFICE
Friday, June 8, 2007TEAS RESPONSE TO OFFICE ACTION RECEIVED
Thursday, January 4, 2007EXAMINER'S AMENDMENT/PRIORITY ACTION E-MAILED
Thursday, January 4, 2007EXAMINERS AMENDMENT AND/OR PRIORITY ACTION - COMPLETED
Tuesday, December 19, 2006TEAS/EMAIL CORRESPONDENCE ENTERED
Tuesday, December 19, 2006CORRESPONDENCE RECEIVED IN LAW OFFICE
Tuesday, December 19, 2006TEAS RESPONSE TO OFFICE ACTION RECEIVED
Thursday, July 6, 2006NON-FINAL ACTION E-MAILED
Thursday, July 6, 2006NON-FINAL ACTION WRITTEN
Wednesday, July 5, 2006ASSIGNED TO EXAMINER
Tuesday, January 24, 2006NEW APPLICATION ENTERED

Related Keywords

life planning management wealth strategic partner your investment financial advisory services consultation estate advice