APPROACH FINANCIAL
LIVE

Serial Number

88047292

Owner

Approach Financial, Inc.

First Use Date

May 3, 2017

Filing Date

Jul 21, 2018

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APPROACH FINANCIAL Trademark

Serial Number: 88047292 • Registration: 5854798

APPROACH FINANCIAL is a trademark filed by Approach Financial, Inc. on July 21, 2018. The trademark is classified under Class 36 (Insurance & Financial). The application is currently registered and active.

Owner Contact Info

Approach Financial, Inc.

236 S. 3rd St. PMB 216
Montrose, CO 81401

Entity Type: 03

Trademark Details

Filing Date

July 21, 2018

Registration Date

September 10, 2019

First Use Anywhere

May 3, 2017

First Use in Commerce

May 3, 2017

Published for Opposition

June 25, 2019

Goods & Services

Financial administration of retirement plans; Financial advice and consultancy services; Financial advisory and consultancy services; Financial asset management; Financial consultancy and insurance consultancy; Financial counseling services, namely, helping others build a better working relationship with their money; Financial information and advisory services; Financial investment brokerage; Financial investment brokerage services; Financial loan consultation; Financial management of employee pension plans; Financial management via the Internet; Financial planning and investment advisory services; Financial planning consultation; Financial planning for retirement; Financial portfolio analysis services; Financial retirement plan consulting services; Financial risk management; Financial services, namely, mortgage planning; Financial services, namely, wealth management services; Credit and financial consultation; On-line financial planning services; Providing financial services with respect to securities and other financial instruments and products, namely, money management services; Providing a web site featuring personal financial information and financial advice; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement; Providing information and research in the field of finance and financial investments; Providing information in the field of employee financial benefit plans; Providing information in the field of employee financial benefit plans and administration of employee financial benefit plans for clients via the Internet; Provision of financial information relating to the finance industry involved in environmentally focused investments

Filing History

NOTICE OF ACCEPTANCE OF SEC. 8 - E-MAILED
Apr 5, 2025 NAS8
REGISTERED - SEC. 8 (6-YR) ACCEPTED
Apr 5, 2025 8.OK
CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Apr 5, 2025 APRE
TEAS SECTION 8 RECEIVED
Sep 11, 2024 ES8R
COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
Sep 10, 2024 REM1
REGISTERED-PRINCIPAL REGISTER
Sep 10, 2019 R.PR
OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Jun 25, 2019 NPUB
PUBLISHED FOR OPPOSITION
Jun 25, 2019 PUBO
NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Jun 5, 2019 NONP
ASSIGNED TO LIE
May 19, 2019 ALIE
APPROVED FOR PUB - PRINCIPAL REGISTER
May 6, 2019 CNSA
NOTIFICATION OF LETTER OF SUSPENSION E-MAILED
May 6, 2019 GNS3
LETTER OF SUSPENSION E-MAILED
May 6, 2019 GNSL
SUSPENSION LETTER WRITTEN
May 6, 2019 CNSL
TEAS/EMAIL CORRESPONDENCE ENTERED
May 3, 2019 TEME
CORRESPONDENCE RECEIVED IN LAW OFFICE
May 2, 2019 CRFA
TEAS RESPONSE TO OFFICE ACTION RECEIVED
May 2, 2019 TROA
NOTIFICATION OF NON-FINAL ACTION E-MAILED
Nov 13, 2018 GNRN
NON-FINAL ACTION E-MAILED
Nov 13, 2018 GNRT
NON-FINAL ACTION WRITTEN
Nov 13, 2018 CNRT
ASSIGNED TO EXAMINER
Nov 8, 2018 DOCK
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Jul 26, 2018 NWOS
NEW APPLICATION ENTERED
Jul 25, 2018 NWAP