E
LIVE

Serial Number

99596620

Owner

JI CHENG

First Use Date

Jan 1, 2024

Filing Date

Jan 15, 2026

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E Trademark

Serial Number: 99596620

E is a trademark filed by JI CHENG on January 15, 2026. The trademark is classified under Class 36 (Insurance & Financial). The application is currently pending registration.

Owner Contact Info

JI CHENG (4 trademarks)

10042 TWIN CREEK BLVD
MUNSTER, IN 46321

Entity Type: 01

XUAN WANG

1226 N KING ST NUM 1052
WILMINGTON, DE 19801

Entity Type: 01

Trademark Details

Filing Date

January 15, 2026

Registration Date

Not Registered

First Use Anywhere

January 1, 2024

First Use in Commerce

January 1, 2024

Published for Opposition

August 4, 2026

Goods & Services

Online, real-time tax payment processing, tax payment financial management, and tax payment financial analysis services; Financial management of reimbursement payments for others; Investment of funds; Providing information in the field of real estate; Clearing-houses, financial; Financial analysis; Investment advice in the fields of ETF, stocks, treasury bonds, mutual funds and hedge funds.; Investment of funds for others in the fields of ETF, stocks, treasury bonds, mutual funds and hedge funds.; Investment consultation in the fields of ETF, stocks, treasury bonds, mutual funds and hedge funds.; Investment management in the fields of ETF, stocks, treasury bonds, mutual funds and hedge funds.; Charitable fundraising services using proceeds from CDs, to provide food, blankets, shelter, other relief materials, blood, and financial assistance to victims of diseases and disasters in the United States; Payment and funds verification services; Administration of employee benefit plans concerning insurance and finance; Charitable services, namely, granting funds to schools; News reporting services in the field of financial news; On-line financial planning services; Rental of buildings for permanent occupancy; Private equity fund investment services; Financial transaction services, namely, providing secure commercial transactions and payment options using a mobile device at a point of sale; Financial planning for retirement; Financial services, namely, estate settlement services; Financial administration of retirement plans; Real estate lending services; Financial investment in the field of ETF, stocks, treasury bonds, mutual funds and hedge funds.; Credit consultation; Real estate acquisition services; Commodities exchange services; Business finance procurement services; Investment management of and distribution of variable annuities; Venture capital services, namely, providing financing to emerging and start-up companies; Trust services, namely, investment and trust company services; Bill payment services; Bill consolidation services; Electronic cash transactions; Tax payment processing services; Private equity consultant services; Financial consulting and advising in the field of mergers and acquisitions; Lending consultant services; Financial investment brokerage; Incubation services, namely, providing financing to freelancers, start-ups, existing businesses and non-profits; Financial services, namely, providing an investment option available for variable annuity and variable life insurance products; Providing information on government financial assistance programs; Financial services, namely, loan default mitigation services; Consulting and information concerning insurance; Lease of real estate; Investment consultation; Brokerage services for stocks and bonds; Brokerage services for capital investments; Financial consulting services in the field of planned giving for non-profit and charitable organizations; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; Investment advice; Funds investment; Investment consultancy; Investment management; Investment brokerage; Investment advisory services; Capital investment services; Equity capital investment; Capital investment consulting; Investment banking services; Commodity investment advice; Mutual fund investment; Capital investment consultancy; Fund investment consultation; Investment trusteeship services; Real estate investment services; Public equity investment management; Financial investment brokerage services; Investment by electronic means; Global investment research services; Investment risk assessment services; Real estate investment consultancy; Hedge fund investment services; Pension fund investment management; Investment fund management services; Real estate funds investment services; Mutual funds and capital investment; Family office investment advisory services; Family office investment management services; Investment of funds for others; Investment management of pension funds; Financial and investment services, namely, asset and investment acquisition, consultation, advisory and development; Financial investment analysis and stock research; Management of a capital investment fund; Financial planning and investment advisory services; Monitoring financial markets for investment purposes; Investment of funds for charitable purposes; Providing information regarding financial investment strategies; Financial services in the nature of an investment security; Financial services, namely, investment fund transfer and transaction services; Family office services in the nature of investment management; Investment services, namely, asset acquisition, consultation, development and management services; Providing venture capital, development capital, private equity and investment funding; Family office services in the nature of investment advisory services; Holding company services performed for third parties, namely, investment management; Financial investment services, namely, administering the issuance, underwriting and distribution of securities; 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 management in the field of ETF, stocks, treasury bonds, mutual funds and hedge funds.; Providing information regarding financial investment strategies for ETF, stocks, treasury bonds, mutual funds and hedge funds.; Financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; Financial consultation in the field of environmental management, namely, advising business and individuals on issues of portfolio planning and investment planning; Advice relating to investments; Maintaining escrow accounts for investments; Financial management relating to investments; Brokerage services in the field of securities and commodities investing; Securities trading and investing services for others via the internet; Providing information and research in the field of finance and financial investments; Information, advisory, consultancy and financial research services relating to finance and investments; Provision of financial information relating to the finance industry involved in environmentally focused investments; Providing information, commentary and advice in the field of finance, financial investments and financial valuations; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement; Financial information provided by electronic means in the field of ETF, stocks, treasury bonds, mutual funds and hedge funds trading.; Financial services, namely, a total portfolio offering for high net worth clients consisting of both separate accounts and mutual funds for equity and fixed income investments; 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; Financial advice relating to tax; Financial advice relating to income tax; Individual retirement account services; Financial advice on retirement; Advice on finance during retirement; Financial retirement plan consulting services; Financial advice relating to retirement; Estate trust planning; Financial trust planning; Financial trust operations; Estate trust management

Filing History

APPROVED FOR PUB - PRINCIPAL REGISTER
Jul 9, 2026 CNSA
TEAS/EMAIL CORRESPONDENCE ENTERED
Jun 10, 2026 TEME
CORRESPONDENCE RECEIVED IN LAW OFFICE
Jun 10, 2026 CRFA
TEAS RESPONSE TO OFFICE ACTION RECEIVED
Jun 10, 2026 TROA
NOTIFICATION OF NON-FINAL ACTION E-MAILED
May 13, 2026 GNRN
NON-FINAL ACTION E-MAILED
May 13, 2026 GNRT
NON-FINAL ACTION WRITTEN
May 13, 2026 CNRT
ASSIGNED TO EXAMINER
May 13, 2026 DOCK
NOTICE OF DESIGN SEARCH CODE E-MAILED
May 6, 2026 MDSM
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
May 6, 2026 NWOS
APPLICATION FILING RECEIPT MAILED
Jan 15, 2026 MAFR
NEW APPLICATION ENTERED
Jan 15, 2026 NWAP