Serial Number
86529660
Owner
H.D. VEST, INC.Attorney
Dyan Finguerra-DuCharmeFiling Date
Feb 10, 2015
1040 ANALYST Trademark
Serial Number: 86529660 • Registration: 5010645
Trademark Classes
Owner Contact Info
6333 N. STATE HIGHWAY 161
IRVING, TX 75038
Entity Type: 03
Legal Representation
Correspondence Address
Dyan Finguerra-DuCharme Pryor Cashman LLP
7 Times Square
New York, NY 10036
United States
Trademark Details
Filing Date
February 10, 2015
Registration Date
August 2, 2016
Published for Opposition
May 17, 2016
Goods & Services
Printed materials and reports, namely, marketing and educational materials and reports in the fields of professional money management services, investment management services, investment account management services, financial planning for retirement, financial planning, estate planning, financial portfolio management, financial investment brokerage, securities brokerage, stock brokerage, insurance brokerage, and financial information; [ Printed financial services reports to financial services representatives; ] Printed materials in the nature of [ brochures, pamphlets and ] reports identifying investment and planning opportunities by using federal tax returns
[ Investment services, namely, professional money management services, investment management services, investment account management services; investment account management services, namely, customizable brokerage accounts consisting of mutual funds and individual securities; investment account management services, namely, fund management services for high-net-worth portfolios using select mutual funds as investment vehicles for various asset classes; ] financial planning for retirement; financial planning; [ estate planning; financial portfolio management; financial investment brokerage; securities brokerage; stock brokerage services; insurance services, namely, insurance brokerage; providing financial information; ] providing information and advice in the field of professional money management services, investment management services, investment account management services, financial planning for retirement, financial planning, estate planning, financial portfolio management, financial investment brokerage, securities brokerage, stock brokerage, insurance brokerage, financial information, and investment and planning opportunities by using federal tax returns; providing financial services forms to financial services representatives distributed online, namely, providing an Internet website portal in the field of financial services for distributing financial services forms for financial services representatives; providing financial services forms to financial services representatives distributed online, namely, providing a website featuring information in the field of financial services in the nature of financial services forms for financial services representatives
