Serial Number
85268006
Owner
Lenox Advisors, Inc.Attorney
Edward C. MeagherFirst Use Date
Oct 24, 2000
Filing Date
Mar 16, 2011
LENOX ADVISORS Trademark
Serial Number: 85268006 • Registration: 4117333
Trademark Classes
Class 36 - Insurance & Financial
Insurance; financial affairs; monetary affairs; real estate affairs
Class 41 - Education & Entertainment
Education; providing of training; entertainment; sporting and cultural activities
Class 35 - Advertising & Business
Advertising; business management; business administration; office functions
Owner Contact Info
Legal Representation
Correspondence Address
Edward C. Meagher Carter, Deluca, & Farrell, LLP
576 Broad Hollow Road
Melville, NY 11747
United States
Trademark Details
Filing Date
March 16, 2011
Registration Date
March 27, 2012
First Use Anywhere
October 24, 2000
First Use in Commerce
October 24, 2000
Published for Opposition
January 10, 2012
Goods & Services
Financial planning services and brokerage of insurance, mutual funds, annuities and other financial and insurance products, to wit - (1) insurance brokerage of life insurance, namely, survivorship life insurance, term life insurance, universal life insurance, variable universal life insurance, whole life insurance, group universal life insurance, group variable universal life insurance, BOLI/COLI; disability insurance; long term care insurance; property and casualty insurance, namely, automobile and home insurance; group benefits insurance, namely, group health insurance, long term disability insurance, short term disability insurance, dental insurance, flexible spending accounts, life insurance, vision plans, section 125 plans; (2) providing financial planning services, namely, fee based financial planning, asset allocation modeling, cash flow modeling, consolidated balance sheet preparation, deferred compensation elections, estate planning review, stock options planning, wealth management system; (3) brokerage of investment planning, namely, mutual funds, portfolio analysis, performance reporting, hedging strategies, tax efficiency analysis, 529 college savings plans; (4) brokerage of retirement planning, namely, IRA's, 401k's, tax deferred annuities, deferred compensation programs, alternate pension programs; and (5) providing estate planning services, namely, gift and estate tax strategies, multi-generational planning, asset valuation discount techniques, charitable planning, asset protection, trusts
Business planning services, namely, succession planning, executive benefits, executive compensation, family transfer issues, buyout agreement funding, carveout programs
[ Educational services, namely, conducting employee seminars on the subject of group health insurance ]
