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"Send me your thoughts and feature requests - Jacob, Co-Founder of TrademarkFetch"
Updated: 21 Jan 2020
REGISTRATION Issued and Active
Serial Number
88207712
Filed: 27 Nov 2018
Registration Number
5968725
Registered: 21 Jan 2020
Owner
Attorney
Share
Financial, monetary, and insurance services
Covers exact words in any format
Financial planning and investment advisory services; Financial planning consultation; Financial planning for retirement; Financial planning, namely, creating personalized investment strategies for achieving specific financial goals; Financial portfolio management; Financial services, namely, assisting others with the completion of financial transactions for stocks, bonds, securities and equities; Financial services, namely, wealth management services; Insurance brokerage; Insurance information and consultancy; Investment management of and distribution of annuities; Investment of funds; Management of securities portfolios
Words or letters with a specific styling, font, or arrangement.
Mark Literal Elements: OPTIFY
Standard Character Claim: Yes. The mark consists of standard characters without claim to any particular font style, size, or color.
Mark Drawing Type: 4000 - Stylized Words/Letters
This trademark protects the word(s) in ANY font, style, size, or color. Using these exact words for similar products/services may infringe on this trademark regardless of how you display them.
Classification Information
Service Class
Financial, monetary, and insurance services
What this class covers:
This class includes banking, investment, real estate, and insurance services. It covers everything from loans and credit cards to property management and fundraising. If money or financial security is involved, it falls under this category. However, business management services belong in Class 35.
In simple terms: Financial services, including banking, insurance, and investments
First Use in Commerce
01 Jul 2019
First Use Anywhere
01 Jul 2019
| Status Date | Action Taken |
|---|---|
| 21 Jan 2020 | REGISTERED-PRINCIPAL REGISTER |
| 17 Dec 2019 | NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED |
| 16 Dec 2019 | ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED |
| 07 Dec 2019 | STATEMENT OF USE PROCESSING COMPLETE |
| 27 Nov 2019 | USE AMENDMENT FILED |
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