TrademarkDir
THE "U.P. PROCESS" UNCONVENTIONAL PORTFOLIO PROCESS EXECUTING PLANS EFFECTIVELY FOR LIFE...FORWARD. STRATEGY DISCIPLINE PLAN IMPLEMENT MONITOR GLOBAL MARKET RISK
DEAD

Serial Number

86339952

Owner

TA Capital, LLC

First Use Date

Jul 1, 2014

Filing Date

Jul 17, 2014

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THE "U.P. PROCESS" UNCONVENTIONAL PORTFOLIO PROCESS EXECUTING PLANS EFFECTIVELY FOR LIFE...FORWARD. STRATEGY DISCIPLINE PLAN IMPLEMENT MONITOR GLOBAL MARKET RISK Trademark

Serial Number: 86339952 • Registration: 4703208

THE "U.P. PROCESS" UNCONVENTIONAL PORTFOLIO PROCESS EXECUTING PLANS EFFECTIVELY FOR LIFE...FORWARD. STRATEGY DISCIPLINE PLAN IMPLEMENT MONITOR GLOBAL MARKET RISK is a trademark filed by TA Capital, LLC on July 17, 2014. The trademark is classified under Class 36 (Insurance & Financial). The application is currently no longer active.

Owner Contact Info

TA Capital, LLC (2 trademarks)

One Lakeshore Drive Suite 1100
Lake Charles, LA 70629

Entity Type: 16

Trademark Details

Filing Date

July 17, 2014

Registration Date

March 17, 2015

First Use Anywhere

July 1, 2014

First Use in Commerce

July 1, 2014

Published for Opposition

December 30, 2014

Cancellation Date

December 3, 2021

Goods & Services

Financial planning; Financial planning and investment advisory services; Financial planning consultation; Financial planning for retirement; Financial planning, namely, the creation of personalized strategies to achieve financial independence

Filing History

CANCELLED SEC. 8 (6-YR)
Dec 3, 2021 C8..
COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
Mar 17, 2020 REM1
REGISTERED-PRINCIPAL REGISTER
Mar 17, 2015 R.PR
OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Dec 30, 2014 NPUB
PUBLISHED FOR OPPOSITION
Dec 30, 2014 PUBO
NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Dec 10, 2014 NONP
LAW OFFICE PUBLICATION REVIEW COMPLETED
Nov 23, 2014 PREV
ASSIGNED TO LIE
Nov 22, 2014 ALIE
APPROVED FOR PUB - PRINCIPAL REGISTER
Nov 4, 2014 CNSA
EXAMINER'S AMENDMENT ENTERED
Nov 4, 2014 XAEC
NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
Nov 4, 2014 GNEN
EXAMINERS AMENDMENT E-MAILED
Nov 4, 2014 GNEA
EXAMINERS AMENDMENT -WRITTEN
Nov 4, 2014 CNEA
ASSIGNED TO EXAMINER
Oct 29, 2014 DOCK
NOTICE OF DESIGN SEARCH CODE E-MAILED
Jul 24, 2014 MDSC
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Jul 23, 2014 NWOS
NEW APPLICATION ENTERED
Jul 21, 2014 NWAP

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THE ?U.P. PROCESS? UNCONVENTIONAL PORTFOLIO PROCESS EXECUTING PLANS EFFECTIVELY FOR LIFE?FORWARD. SECURING YOUR INVESTMENT GOALS?FORWARD. INVESTING IN TODAY?S GLOBAL MARKETS MEANS EMBRACING RISK. WE HELP CLIENTS EMBRACE THE RIGHT RISK WITH CONTROL BY ADHERING TO A WELL-DESIGNED STRATEGY, DISCIPLINE, PLAN, IMPLEMENTATION, AND MONITORING INVESTMENT PROCESS.