WILLISFINANCIAL SERVICES
LIVE

Serial Number

98328516

Owner

Steven M. Willis

Attorney

Kelley A. Way

First Use Date

Jun 28, 2010

Filing Date

Dec 22, 2023

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WILLISFINANCIAL SERVICES Trademark

Serial Number: 98328516

WILLISFINANCIAL SERVICES is a trademark filed by Steven M. Willis on December 22, 2023. The trademark is classified under Class 36 (Insurance & Financial), Class 35 (Advertising & Business). The application is currently pending registration.

Owner Contact Info

Steven M. Willis

P.O. Box 570
Clayton, CA 94517

Entity Type: 01

Trademark Details

Filing Date

December 22, 2023

Registration Date

Not Registered

First Use Anywhere

June 28, 2010

First Use in Commerce

June 28, 2010

Published for Opposition

December 3, 2024

Goods & Services

Financial administration of retirement plans; Financial advice; Financial advice and consultancy services; Financial advice relating to income tax; Financial advice relating to tax; 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; Financial analysis and consultation; Financial analysis and research services; Financial and investment services, namely, asset and investment acquisition, consultation, advisory and development; Financial asset management; Financial consultancy; Financial consultancy and insurance consultancy; Financial consultancy services; 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 information processing; 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 assessment services; Financial risk management; Financial services, namely, assisting others with the completion of financial transactions for stocks, bonds, securities and equities; Financial services, namely, commodity trading and managed futures advisory and management services; Financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; Financial services, namely, investment fund transfer and transaction services; Financial services, namely, the trading of financial instruments, securities, shares, options and other derivative products; Financial services, namely, wealth management services; Insurance and financial information and consultancy services; Providing financial information; Providing financial services with respect to securities and other financial instruments and products, namely, money management services; 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; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement; Providing information and research in the field of finance and financial investments; Providing information in the field of financial planning; Providing information in the field of financial stock and equity markets; Providing information regarding financial investment strategies; Providing information, commentary and advice in the field of finance, financial investments and financial valuations; Provision of financial information; Strategic financial advisory services

Tax advisory services; Tax and taxation planning, advice, information and consultancy services; Tax assessment; Tax consultation; Tax consulting services; Tax filing services; Tax preparation; Income tax consultation; Income tax preparation; Management of tax files

Filing History

EXTENSION OF TIME TO OPPOSE RECEIVED
Dec 31, 2024 ETOF
OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Dec 3, 2024 NPUB
PUBLISHED FOR OPPOSITION
Dec 3, 2024 PUBO
NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Nov 27, 2024 NONP
APPROVED FOR PUB - PRINCIPAL REGISTER
Nov 7, 2024 CNSA
EXAMINER'S AMENDMENT ENTERED
Nov 7, 2024 XAEC
NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
Nov 7, 2024 GNEN
EXAMINERS AMENDMENT E-MAILED
Nov 7, 2024 GNEA
EXAMINERS AMENDMENT -WRITTEN
Nov 7, 2024 CNEA
TEAS/EMAIL CORRESPONDENCE ENTERED
Oct 11, 2024 TEME
CORRESPONDENCE RECEIVED IN LAW OFFICE
Oct 11, 2024 CRFA
TEAS RESPONSE TO OFFICE ACTION RECEIVED
Oct 11, 2024 TROA
NOTIFICATION OF NON-FINAL ACTION E-MAILED
Jul 29, 2024 GNRN
NON-FINAL ACTION E-MAILED
Jul 29, 2024 GNRT
NON-FINAL ACTION WRITTEN
Jul 29, 2024 CNRT
ASSIGNED TO EXAMINER
Jul 24, 2024 DOCK
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Apr 5, 2024 NWOS
NEW APPLICATION ENTERED
Dec 22, 2023 NWAP