TrademarkDir
CFROE
LIVE

Serial Number

78947410

Owner

CSFB HOLT LLC

Attorney

Monica B. Richman

First Use Date

Jul 24, 2004

Filing Date

Aug 8, 2006

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CFROE Trademark

Serial Number: 78947410 • Registration: 4057065

CFROE is a trademark filed by CSFB HOLT LLC on August 8, 2006. The trademark is classified under Class 36 (Insurance & Financial), Class 16 (Paper Goods), Class 35 (Advertising & Business). The application is currently registered and active.

Owner Contact Info

CSFB HOLT LLC (23 trademarks)

11 MADISON AVENUE
NEW YORK, NY 10010

Entity Type: 16

UBS SECURITIES LLC (10 trademarks)

299 Park Avenue
New York, NY 101710026

Entity Type: 16

UBS AG LONDON BRANCH

5 BROADGATE
LONDON EC2M 2QS , GB

Entity Type: 99

Trademark Details

Filing Date

August 8, 2006

Registration Date

November 15, 2011

First Use Anywhere

July 24, 2004

First Use in Commerce

June 25, 2005

Published for Opposition

June 10, 2008

Goods & Services

Informational reports and market commentaries dealing with investment strategies, financial analysis, and techniques for evaluation of securities

Providing methodology, metrics and data for analyzing performance and valuation of companies

Financial planning and investment advisory services

Filing History

AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
Jun 3, 2026 ASGN
TEAS CHANGE OF CORRESPONDENCE RECEIVED
Aug 8, 2022 TCCA
ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Aug 8, 2022 ARAA
TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Aug 8, 2022 REAP
NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
Jan 31, 2022 NA89
REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
Jan 31, 2022 RNL1
REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
Jan 31, 2022 89AG
CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Jan 31, 2022 APRE
TEAS SECTION 8 & 9 RECEIVED
Aug 23, 2021 E89R
COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
Nov 15, 2020 REM2
NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
Dec 10, 2017 NA85
REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
Dec 10, 2017 C15A
CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Dec 10, 2017 APRE
TEAS SECTION 8 & 15 RECEIVED
Nov 15, 2017 E815
COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
Nov 15, 2016 REM1
TEAS CHANGE OF CORRESPONDENCE RECEIVED
Jun 25, 2013 TCCA
REGISTERED-PRINCIPAL REGISTER
Nov 15, 2011 R.PR
NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
Oct 8, 2011 SUNA
LAW OFFICE REGISTRATION REVIEW COMPLETED
Oct 7, 2011 REGV
ASSIGNED TO LIE
Oct 6, 2011 ALIE
ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
Sep 21, 2011 CNPR
STATEMENT OF USE PROCESSING COMPLETE
Sep 7, 2011 SUPC
USE AMENDMENT FILED
Sep 1, 2011 IUAF
TEAS STATEMENT OF USE RECEIVED
Sep 1, 2011 EISU
TEAS CHANGE OF CORRESPONDENCE RECEIVED
Sep 1, 2011 TCCA
ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Aug 31, 2011 ARAA
TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Aug 31, 2011 REAP
NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED
Mar 15, 2011 EXRA
SOU EXTENSION 5 GRANTED
Mar 14, 2011 EX5G
SOU EXTENSION 5 FILED
Mar 2, 2011 EXT5
SOU TEAS EXTENSION RECEIVED
Mar 2, 2011 EEXT
NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED
Sep 14, 2010 EXRA
SOU EXTENSION 4 GRANTED
Sep 13, 2010 EX4G
SOU EXTENSION 4 FILED
Sep 1, 2010 EXT4
SOU TEAS EXTENSION RECEIVED
Sep 1, 2010 EEXT
SOU EXTENSION 3 GRANTED
Mar 12, 2010 EX3G
SOU EXTENSION 3 FILED
Feb 26, 2010 EXT3
SOU TEAS EXTENSION RECEIVED
Feb 26, 2010 EEXT
SOU EXTENSION 2 GRANTED
Sep 18, 2009 EX2G
CASE ASSIGNED TO INTENT TO USE PARALEGAL
Sep 18, 2009 AITU
SOU EXTENSION 2 FILED
Aug 27, 2009 EXT2
SOU TEAS EXTENSION RECEIVED
Aug 27, 2009 EEXT
SOU EXTENSION 1 GRANTED
Feb 27, 2009 EX1G
SOU EXTENSION 1 FILED
Feb 27, 2009 EXT1
SOU TEAS EXTENSION RECEIVED
Feb 27, 2009 EEXT
NOA MAILED - SOU REQUIRED FROM APPLICANT
Sep 2, 2008 NOAM
PUBLISHED FOR OPPOSITION
Jun 10, 2008 PUBO
NOTICE OF PUBLICATION
May 21, 2008 NPUB
LAW OFFICE PUBLICATION REVIEW COMPLETED
May 6, 2008 PREV
ASSIGNED TO LIE
May 6, 2008 ALIE
APPROVED FOR PUB - PRINCIPAL REGISTER
May 6, 2008 CNSA
EXAMINER'S AMENDMENT ENTERED
May 5, 2008 XAEC
NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
May 5, 2008 GNEN
EXAMINERS AMENDMENT E-MAILED
May 5, 2008 GNEA
EXAMINERS AMENDMENT -WRITTEN
May 5, 2008 CNEA
TEAS/EMAIL CORRESPONDENCE ENTERED
Apr 9, 2008 TEME
CORRESPONDENCE RECEIVED IN LAW OFFICE
Apr 8, 2008 CRFA
TEAS RESPONSE TO OFFICE ACTION RECEIVED
Apr 8, 2008 TROA
NOTIFICATION OF DISAPPROVAL - AMENDMENT TO USE E-MAILED
Jan 30, 2008 GNR1
DISAPPROVAL - AMENDMENT TO USE E-MAILED
Jan 30, 2008 GNRU
NON-FINAL ACTION WRITTEN
Jan 30, 2008 CNRT
AMENDMENT OF ALLEGED USE DISAPPROVED
Jan 30, 2008 AAUD
TEAS/EMAIL CORRESPONDENCE ENTERED
Jan 17, 2008 TEME
CORRESPONDENCE RECEIVED IN LAW OFFICE
Jan 17, 2008 CRFA
TEAS RESPONSE TO OFFICE ACTION RECEIVED
Jan 17, 2008 TROA
AMENDMENT TO USE PROCESSING COMPLETE
Jan 17, 2008 AUPC
USE AMENDMENT FILED
Jan 17, 2008 IUAF
TEAS AMENDMENT OF USE RECEIVED
Jan 16, 2008 EAAU
NOTIFICATION OF NON-FINAL ACTION E-MAILED
Jul 21, 2007 GNRN
NON-FINAL ACTION E-MAILED
Jul 21, 2007 GNRT
NON-FINAL ACTION WRITTEN
Jul 21, 2007 CNRT
TEAS/EMAIL CORRESPONDENCE ENTERED
Jul 2, 2007 TEME
CORRESPONDENCE RECEIVED IN LAW OFFICE
Jul 2, 2007 CRFA
TEAS RESPONSE TO OFFICE ACTION RECEIVED
Jul 2, 2007 TROA
ATTORNEY REVIEW COMPLETED
Feb 8, 2007 ATRV
DIVISIONAL PROCESSING COMPLETE
Feb 8, 2007 DPCC
ASSIGNED TO LIE
Feb 3, 2007 ALIE
DIVISIONAL REQUEST RECEIVED
Jan 11, 2007 DRRR
PAPER RECEIVED
Jan 11, 2007 MAIL
NON-FINAL ACTION E-MAILED
Jan 3, 2007 GNRT
NON-FINAL ACTION WRITTEN
Jan 3, 2007 CNRT
ASSIGNED TO EXAMINER
Jan 3, 2007 DOCK
NEW APPLICATION ENTERED
Aug 11, 2006 NWAP

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