401 FINANCIAL
DEAD

Serial Number

98332471

Owner

Lorenz, Jeffrey K

First Use Date

Jun 1, 2012

Filing Date

Dec 27, 2023

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401 FINANCIAL Trademark

Serial Number: 98332471

401 FINANCIAL is a trademark filed by Lorenz, Jeffrey K on December 27, 2023. The trademark is classified under Class 36 (Insurance & Financial). The application is currently no longer active.

Owner Contact Info

Lorenz, Jeffrey K

6332 Walnut Ave..
ORANGEVALE, CA 95662

Entity Type: 01

Trademark Details

Filing Date

December 27, 2023

Registration Date

Not Registered

First Use Anywhere

June 1, 2012

First Use in Commerce

June 1, 2012

Goods & Services

Financial services in the nature of an investment security; Financial services, namely, assisting others with the completion of financial transactions for stocks, bonds, securities and equities; Financial services, namely, broker/dealer services on securities exchanges and over-the-counter markets; Financial services, namely, commodity trading and managed futures advisory and management services; Financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; Financial services, namely, dealing in securities as a market maker and in trading commodities, securities, options, futures, equities and fixed income products in the United States and overseas market securities; Financial services, namely, electronic transfer of crypto assets; Financial services, namely, estate settlement services; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; Financial services, namely, life insurance settlement services; Financial services, namely, proprietary trading in commodities, securities, options, futures, equities and fixed income products in the United States and overseas market securities; Financial services, namely, providing an investment option available for variable annuity and variable life insurance products; Financial services, namely, the trading of financial instruments, securities, shares, options and other derivative products; Financial services, namely, wealth management services; Financial advice and consultancy services; Financial advisory and consultancy services; Financial advisory and consultancy services relating to micro credits, micro finance and energy products; Financial advisory and consultancy services, namely, the creation of personalized strategies to achieve financial independence; Financial advisory and consultancy services, namely, Stock,Bond, ETF, Mutual fund, Insurance products.; Financial affairs and monetary affairs, namely, financial information, management and analysis services; Financial analysis and research services; Financial and investment services, namely, asset and investment acquisition, consultation, advisory and development; Financial brokerage services for cryptocurrency trading; Financial consultancy services; Financial consulting services, namely, expert analysis in finance; Financial counseling services, namely, helping others build a better working relationship with their money; Financial evaluation, tracking, analysis, forecasting, consultancy, advisory and research services relating to securities and other financial instruments; Financial information and advisory services; Financial investment brokerage services; Financial planning and investment advisory services; Financial portfolio analysis services; Financial research and equity research brokerage services; Financial research and information services; Financial retirement plan consulting services; Financial risk assessment services; Financial securities exchange services; College consulting services, namely, assisting students in applying for scholarships and financial aid; College counseling services, namely, assisting students in applying for scholarships and financial aid; Electronic financial trading services; Insurance and financial information and consultancy services; On-line financial planning services; 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 assessment services to individuals and corporations; Providing financial consultation services to individuals and corporations; Strategic financial advisory services; Strategic corporate financial advisory services

Filing History

ABANDONMENT NOTICE E-MAILED - FAILURE TO RESPOND
Feb 12, 2025 MAB2
ABANDONMENT - FAILURE TO RESPOND OR LATE RESPONSE
Feb 12, 2025 ABN2
APPLICATION EXTENSION GRANTED/RECEIPT PROVIDED
Oct 24, 2024 XELG
APPLICATION EXTENSION TO RESPONSE PERIOD - RECEIVED
Oct 24, 2024 XELR
NOTIFICATION OF NON-FINAL ACTION E-MAILED
Jul 27, 2024 GNRN
NON-FINAL ACTION E-MAILED
Jul 27, 2024 GNRT
NON-FINAL ACTION WRITTEN
Jul 27, 2024 CNRT
ASSIGNED TO EXAMINER
Jul 26, 2024 DOCK
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Apr 10, 2024 NWOS
NEW APPLICATION ENTERED
Dec 27, 2023 NWAP