TrademarkDir
FINANCIAL CONTROL SCORECARD
LIVE

Serial Number

78957821

Owner

United Capital Financial Partners, Inc.

Attorney

James E. Rosini

First Use Date

Sep 28, 2005

Filing Date

Aug 22, 2006

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FINANCIAL CONTROL SCORECARD Trademark

Serial Number: 78957821 • Registration: 3302570

FINANCIAL CONTROL SCORECARD is a trademark filed by United Capital Financial Partners, Inc. on August 22, 2006. The trademark is classified under Class 36 (Insurance & Financial). The application is currently registered and active.

Owner Contact Info

United Capital Financial Partners, Inc. (18 trademarks)

620 Newport Center Drive, Suite 500
Newport Beach, CA 92660

Entity Type: 03

UNITED CAPITAL FINANCIAL PARTNERS, LLC (10 trademarks)

125 EAST JOHN CARPENTER
IRVING, TX 75062

Entity Type: 16

Trademark Details

Filing Date

August 22, 2006

Registration Date

October 2, 2007

First Use Anywhere

September 28, 2005

First Use in Commerce

September 28, 2005

Published for Opposition

July 17, 2007

Goods & Services

FINANCIAL SERVICES, namely, FINANCIAL ANALYSIS AND [ CONSULATION ] * CONSULTATION *, CAPITAL AND FUNDS INVESTMENT CONSULTATION, FUNDS INVESTMENTS, SECURITIES INVESTMENTS, FINANCIAL PORTFOLIO MANAGEMENT, INVESTMENT MANAGEMENT, INVESTMENT OF FUNDS FOR OTHERS; FINANCIAL PLANNING AND RESEARCH

Filing History

ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY
Jul 11, 2024 ASCK
ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY
May 23, 2024 ASCK
AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
Nov 8, 2023 ASGN
ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Sep 30, 2019 ARAA
TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Sep 30, 2019 REAP
ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Aug 9, 2019 ARAA
TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Aug 9, 2019 REAP
NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
Jan 12, 2017 NA89
REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
Jan 12, 2017 RNL1
REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
Jan 12, 2017 89AG
CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Jan 12, 2017 APRE
TEAS SECTION 8 & 9 RECEIVED
Nov 3, 2016 E89R
COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
Oct 2, 2016 REM2
APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
Oct 12, 2015 CHAN
TEAS CHANGE OF OWNER ADDRESS RECEIVED
Oct 12, 2015 COAR
ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY
Jul 29, 2015 ASCK
REGISTERED - SEC. 7 REQUEST ABANDONED
Dec 12, 2014 PRA7
POST REGISTRATION ACTION MAILED - SEC. 7
Dec 14, 2013 PRAM
CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Dec 13, 2013 APRE
OTQR WITHDRAWAL FROM PUBLICATION
Dec 2, 2013 WDRL
NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
Nov 16, 2013 NA85
REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
Nov 16, 2013 C15A
CORRECTION UNDER SECTION 7 - PROCESSED
Nov 16, 2013 COC.
PAPER RECEIVED
Nov 14, 2013 MAIL
POST REGISTRATION ACTION MAILED - SEC. 7
Sep 24, 2013 PRAM
POST REGISTRATION ACTION MAILED - SEC. 7
Aug 22, 2013 PRAM
OTQR WITHDRAWAL FROM PUBLICATION
Jul 15, 2013 WDRL
CORRECTION UNDER SECTION 7 - PROCESSED
Jul 3, 2013 COC.
CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Jul 3, 2013 APRE
SEC 7 REQUEST FILED
Jun 25, 2013 AMD7
TEAS SECTION 7 REQUEST RECEIVED
Jun 25, 2013 ES7R
REGISTERED - SEC. 8 (6-YR) & SEC. 15 FILED
Jun 21, 2013 815F
TEAS SECTION 8 & 15 RECEIVED
Jun 21, 2013 E815
APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
Sep 10, 2012 CHAN
TEAS CHANGE OF OWNER ADDRESS RECEIVED
Sep 10, 2012 COAR
ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Sep 7, 2012 ARAA
TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Sep 7, 2012 REAP
TEAS CHANGE OF CORRESPONDENCE RECEIVED
Jun 24, 2012 TCCA
ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY
Jul 20, 2011 ASCK
REGISTERED-PRINCIPAL REGISTER
Oct 2, 2007 R.PR
PUBLISHED FOR OPPOSITION
Jul 17, 2007 PUBO
NOTICE OF PUBLICATION
Jun 27, 2007 NPUB
LAW OFFICE PUBLICATION REVIEW COMPLETED
Jun 11, 2007 PREV
ASSIGNED TO LIE
Jun 11, 2007 ALIE
APPROVED FOR PUB - PRINCIPAL REGISTER
May 17, 2007 CNSA
TEAS/EMAIL CORRESPONDENCE ENTERED
Apr 26, 2007 TEME
CORRESPONDENCE RECEIVED IN LAW OFFICE
Apr 25, 2007 CRFA
TEAS RESPONSE TO OFFICE ACTION RECEIVED
Apr 25, 2007 TROA
NON-FINAL ACTION E-MAILED
Jan 3, 2007 GNRT
NON-FINAL ACTION WRITTEN
Jan 3, 2007 CNRT
ASSIGNED TO EXAMINER
Dec 22, 2006 DOCK
NOTICE OF PSEUDO MARK MAILED
Aug 29, 2006 MPMK
NEW APPLICATION ENTERED
Aug 28, 2006 NWAP

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