EXPERTS FOCUSED ON YOUR BEST INTERESTS

Serial Number 99132417
641

Registration Progress

Application Filed
Apr 11, 2025
Under Examination
Approved for Publication
Published for Opposition
Registered

Attorney Assistance

Non-Final Action E-Mailed
Due: Mar 06, 2026 65 days

Trademark Image

EXPERTS FOCUSED ON YOUR BEST INTERESTS

Basic Information

Serial Number
99132417
Filing Date
April 11, 2025
Drawing Code
4

Status Summary

Current Status
Active
Status Code
641
Status Date
Dec 6, 2025
Application
Pending
Classes
036

Rights Holder

Fiduciary Trust Company

03
Address
53 State Street
Boston, MA 02109

Ownership History

Fiduciary Trust Company

Original Applicant
03
Boston, MA

Legal Representation

Attorney
Tonia A. Sayour

USPTO Deadlines

Next Deadline
65 days remaining
Non-Final Action E-Mailed
Due Date
March 06, 2026
Extension Available
Until June 06, 2026

Application History

10 events
Date Code Type Description Documents
Dec 6, 2025 GNRN O NOTIFICATION OF NON-FINAL ACTION E-MAILED Loading...
Dec 6, 2025 GNRT F NON-FINAL ACTION E-MAILED Loading...
Dec 6, 2025 CNRT R NON-FINAL ACTION WRITTEN Loading...
Dec 2, 2025 DOCK D ASSIGNED TO EXAMINER Loading...
Sep 18, 2025 AMPX O PRELIMINARY/VOLUNTARY AMENDMENT - ENTERED Loading...
Sep 18, 2025 PARI I TEAS VOLUNTARY AMENDMENT RECEIVED Loading...
Sep 8, 2025 DOCK D ASSIGNED TO EXAMINER Loading...
Apr 11, 2025 NWOS I NEW APPLICATION OFFICE SUPPLIED DATA ENTERED Loading...
Apr 11, 2025 NWAP I NEW APPLICATION ENTERED Loading...
Apr 11, 2025 MAFR O APPLICATION FILING RECEIPT MAILED Loading...

Detailed Classifications

Class 036
Financial services, namely, financial planning, research and advisory services; estate planning, trust and estate management, administration and settlement services; investment consultation, advisory and management; financial analysis, consultation, and management; financial planning for retirement; custodial banking services, financial custody services, namely, maintaining possession of financial assets for others for financial management purposes; corporate trustee services; tax planning; financial planning services, namely, developing and managing charitable gifts; bill payment services; family office services, namely, financial planning and advisory services, trust and estate planning, investment consultation, advisory and management, tax planning and advisory services, and financial philanthropic gift planning
First Use Anywhere: 20240100
First Use in Commerce: 20240100

Classification

International Classes
036