Serial Number
86053766
Owner
California Retirement Advisors Group, Inc.First Use Date
Jan 1, 2013
Filing Date
Sep 2, 2013
MY RETIREMENT ORGANIZER Trademark
Serial Number: 86053766
Trademark Classes
Owner Contact Info
Trademark Details
Filing Date
September 2, 2013
Registration Date
Not Registered
First Use Anywhere
January 1, 2013
First Use in Commerce
January 1, 2013
Published for Opposition
April 8, 2014
Goods & Services
Financial advice; Financial advice and consultancy services; Financial advice, namely, budget planning; Financial advisory and consultancy services; Financial affairs and monetary affairs, namely, financial information, management and analysis services; Financial analyses; Financial analysis and consultation; Financial analysis and research 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 asset management; Financial consultancy; Financial consultancy and insurance consultancy; Financial consultation; Financial consulting; Financial consulting services, namely, expert analysis in finance; Financial counseling services, namely, helping others build a better working relationship with their money; Financial information; Financial information and advisory services; Financial information and evaluations; Financial investment analysis and stock research; Financial investment brokerage; Financial investment brokerage services; Financial management; Financial planning; Financial planning and investment advisory services; Financial planning consultation; Financial planning for retirement; Financial portfolio analysis services; Financial portfolio management; Financial retirement plan consulting services; Financial risk management; Financial services in the nature of an investment security; 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; Financial services, namely, assisting others with the completion of financial transactions for stocks, bonds, securities and equities; Financial services, namely, broker/dealer services on securities exchanges and over-the-counter markets; Financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs