CHEQUERS FINANCIAL MANAGEMENT
LIVE

Serial Number

98451440

Owner

Chequers Financial Management, LLC

Attorney

Benjamin Laski

First Use Date

Feb 20, 2015

Filing Date

Mar 15, 2024

Add to watchlist:

No watchlists yet
View on USPTO

CHEQUERS FINANCIAL MANAGEMENT Trademark

Serial Number: 98451440 • Registration: 7624671

CHEQUERS FINANCIAL MANAGEMENT is a trademark filed by Chequers Financial Management, LLC on March 15, 2024. The trademark is classified under Class 36 (Insurance & Financial), Class 35 (Advertising & Business). The application is currently registered and active.

Owner Contact Info

Chequers Financial Management, LLC (5 trademarks)

Pacific Palisades, CA 90272

Entity Type: 16

Trademark Details

Filing Date

March 15, 2024

Registration Date

December 24, 2024

First Use Anywhere

February 20, 2015

First Use in Commerce

March 6, 2015

Published for Opposition

November 5, 2024

Goods & Services

Estate planning; Financial advisory and consultancy services, namely, charitable planning advice; Financial planning; Financial planning consultation; Financial planning for retirement; Financial planning, namely, in the form of charitable planning, namely, developing customized charitable giving programs for making donations to others while optimizing available tax benefits;; 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, wealth management services; Financial and investment services, namely, asset and investment acquisition, consultation, advisory and development; Financial and investment services, namely, management and brokerage in the fields of stocks, bonds, options, commodities, futures and other securities, and the investment of funds of others; Financial planning services, namely, developing and managing charitable giving programs on behalf of wealthy individuals or families; Financial trust planning; Providing financial services with respect to securities and other financial instruments and products, namely, money management services; Providing information in the field of estate planning; Providing on-line information in the field of charitable monetary giving through financial and estate planning

Business management consultancy services; Business management consultancy and advisory services; Tax consultation; Tax consulting services; Tax preparation; Tax preparation services provided via telephone, the Internet, and in-person; Tax and taxation planning, advice, information and consultancy services; Income tax consultation; Income tax preparation

Filing History

NOTICE OF REGISTRATION CONFIRMATION EMAILED
Dec 24, 2024 NRCC
REGISTERED-PRINCIPAL REGISTER
Dec 24, 2024 R.PR
OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Nov 5, 2024 NPUB
PUBLISHED FOR OPPOSITION
Nov 5, 2024 PUBO
NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Oct 16, 2024 NONP
APPROVED FOR PUB - PRINCIPAL REGISTER
Sep 26, 2024 CNSA
TEAS/EMAIL CORRESPONDENCE ENTERED
Sep 25, 2024 TEME
CORRESPONDENCE RECEIVED IN LAW OFFICE
Sep 25, 2024 CRFA
TEAS RESPONSE TO OFFICE ACTION RECEIVED
Sep 25, 2024 TROA
NOTIFICATION OF NON-FINAL ACTION E-MAILED
Sep 25, 2024 GNRN
NON-FINAL ACTION E-MAILED
Sep 25, 2024 GNRT
NON-FINAL ACTION WRITTEN
Sep 25, 2024 CNRT
ASSIGNED TO EXAMINER
Sep 25, 2024 DOCK
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Aug 8, 2024 NWOS
NEW APPLICATION ENTERED
Mar 17, 2024 NWAP