TrademarkDir
CASSADAY & COMPANY, INC. INDEPENDENT WEALTH MANAGEMENT CONSOLIDATION INTEGRATION SIMPLIFICATION
LIVE

Serial Number

87046743

Owner

CASSADAY & CO. WEALTH MANAGEMENT, LLC

Attorney

Briana R. Falcon

Filing Date

May 23, 2016

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CASSADAY & COMPANY, INC. INDEPENDENT WEALTH MANAGEMENT CONSOLIDATION INTEGRATION SIMPLIFICATION Trademark

Serial Number: 87046743 • Registration: 5122973

CASSADAY & COMPANY, INC. INDEPENDENT WEALTH MANAGEMENT CONSOLIDATION INTEGRATION SIMPLIFICATION is a trademark filed by CASSADAY & CO. WEALTH MANAGEMENT, LLC on May 23, 2016. The trademark is classified under Class 36 (Insurance & Financial). The application is currently registered and active.

Owner Contact Info

CASSADAY & CO. WEALTH MANAGEMENT, LLC (3 trademarks)

NEW YORK, NY 10022

Entity Type: 16

Cassaday & Company, Inc. (3 trademarks)

8180 Greensboro Drive, Suite 1180
McLean, VA 22102

Entity Type: 03

CASSADAY & COMPANY, LLC (2 trademarks)

8180 GREENSBORO DRIVE, SUITE 1180
MCLEAN, VA 22102

Entity Type: 16

Trademark Details

Filing Date

May 23, 2016

Registration Date

January 17, 2017

Published for Opposition

November 1, 2016

Goods & Services

Financial services, namely, retirement funding financing in the nature of retirement fund investment services and retirement investment and wealth management services

Filing History

COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
Jan 17, 2026 REM2
TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS
Oct 2, 2025 EWAF
TEAS CHANGE OF CORRESPONDENCE RECEIVED
Oct 2, 2025 TCCA
ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Oct 2, 2025 ARAA
TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Oct 2, 2025 REAP
APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
Oct 2, 2025 CHAN
TEAS CHANGE OF OWNER ADDRESS RECEIVED
Oct 2, 2025 COAR
ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY
Oct 2, 2024 ASCK
NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
Nov 4, 2022 NA85
REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
Nov 4, 2022 C15A
CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Nov 4, 2022 APRE
AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
Jun 23, 2022 ASGN
TEAS SECTION 8 & 15 RECEIVED
May 4, 2022 E815
AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
Feb 16, 2022 ASGN
COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
Jan 17, 2022 REM1
REGISTERED-PRINCIPAL REGISTER
Jan 17, 2017 R.PR
OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Nov 1, 2016 NPUB
PUBLISHED FOR OPPOSITION
Nov 1, 2016 PUBO
NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Oct 12, 2016 NONP
APPROVED FOR PUB - PRINCIPAL REGISTER
Sep 19, 2016 CNSA
EXAMINER'S AMENDMENT ENTERED
Sep 19, 2016 XAEC
NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
Sep 19, 2016 GNEN
EXAMINERS AMENDMENT E-MAILED
Sep 19, 2016 GNEA
EXAMINERS AMENDMENT -WRITTEN
Sep 19, 2016 CNEA
TEAS/EMAIL CORRESPONDENCE ENTERED
Sep 15, 2016 TEME
CORRESPONDENCE RECEIVED IN LAW OFFICE
Sep 14, 2016 CRFA
TEAS RESPONSE TO OFFICE ACTION RECEIVED
Sep 14, 2016 TROA
NOTIFICATION OF NON-FINAL ACTION E-MAILED
Sep 12, 2016 GNRN
NON-FINAL ACTION E-MAILED
Sep 12, 2016 GNRT
NON-FINAL ACTION WRITTEN
Sep 12, 2016 CNRT
ASSIGNED TO EXAMINER
Sep 7, 2016 DOCK
NOTICE OF DESIGN SEARCH CODE E-MAILED
May 31, 2016 MDSM
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
May 28, 2016 NWOS
NEW APPLICATION ENTERED
May 26, 2016 NWAP

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