YOUR PERSONAL CHIEF FINANCIAL OFFICER
DEAD

Serial Number

85581265

Owner

PRIVATE WEALTH CFOs, LLC

First Use Date

Jan 1, 2012

Filing Date

Mar 27, 2012

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YOUR PERSONAL CHIEF FINANCIAL OFFICER Trademark

Serial Number: 85581265 • Registration: 4348888

YOUR PERSONAL CHIEF FINANCIAL OFFICER is a trademark filed by PRIVATE WEALTH CFOs, LLC on March 27, 2012. The trademark is classified under Class 36 (Insurance & Financial). The application is currently no longer active.

Owner Contact Info

PRIVATE WEALTH CFOs, LLC (2 trademarks)

10411 Motor City Drive, STE 750
Bethesda, MD 20817

Entity Type: 16

Trademark Details

Filing Date

March 27, 2012

Registration Date

June 11, 2013

First Use Anywhere

January 1, 2012

First Use in Commerce

January 1, 2012

Published for Opposition

March 26, 2013

Cancellation Date

January 17, 2020

Goods & Services

Financial advisory and consultancy services; 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 consultation in the field of environmental management, namely, advising business and individuals on issues of portfolio planning and investment planning; Financial consulting services, namely, advising others regarding intellectual property investments; Financial evaluation, tracking, analysis, forecasting, consultancy, advisory and research services relating to securities and other financial instruments; Financial information and advisory services; Financial investment brokerage; Financial planning and investment advisory services; 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, administration of transactions involving funds drawn from securities, stocks, funds, equities, bonds, cash, or other types of financial investments in retirement plans using a check or negotiable order of withdrawal over a global data network; Financial services, namely, administration of transactions involving funds drawn from securities, stocks, funds, equities, bonds, cash, or other types of financial investments in retirement plans using a credit or debit card over a global data network; 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, operation and management of hedge funds, commodity pools and other collective investment vehicles, and trading for others of securities, options, futures, derivatives, debt instruments and commodities; Fund investment consultation; Funds investment; Hedge fund investment services; Investment advice; Investment advisory services; Investment management; Mutual fund investment; Mutual funds and capital investment; Private equity fund investment 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; Public equity investment management; Real estate funds investment services; Real estate investment services; Real estate investment services in the nature of purchasing and selling of real estate for others; Securities trading and investing services for others via the internet; Strategic financial advisory services; Trust services, namely, investment and trust company services; Venture capital advisory services

Filing History

CANCELLED SEC. 8 (6-YR)
Jan 17, 2020 C8..
COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
Jun 11, 2018 REM1
REGISTERED-PRINCIPAL REGISTER
Jun 11, 2013 R.PR
OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Mar 26, 2013 NPUB
PUBLISHED FOR OPPOSITION
Mar 26, 2013 PUBO
NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Mar 6, 2013 NONP
LAW OFFICE PUBLICATION REVIEW COMPLETED
Feb 21, 2013 PREV
APPROVED FOR PUB - PRINCIPAL REGISTER
Feb 19, 2013 CNSA
EXAMINER'S AMENDMENT ENTERED
Feb 19, 2013 XAEC
NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
Feb 19, 2013 GNEN
EXAMINERS AMENDMENT E-MAILED
Feb 19, 2013 GNEA
EXAMINERS AMENDMENT -WRITTEN
Feb 19, 2013 CNEA
TEAS/EMAIL CORRESPONDENCE ENTERED
Feb 19, 2013 TEME
CORRESPONDENCE RECEIVED IN LAW OFFICE
Feb 19, 2013 CRFA
TEAS REQUEST FOR RECONSIDERATION RECEIVED
Feb 11, 2013 ERFR
NOTIFICATION OF FINAL REFUSAL EMAILED
Jan 24, 2013 GNFN
FINAL REFUSAL E-MAILED
Jan 24, 2013 GNFR
FINAL REFUSAL WRITTEN
Jan 24, 2013 CNFR
SUSPENSION CHECKED - TO ATTORNEY FOR ACTION
Jan 24, 2013 RCCK
NOTIFICATION OF LETTER OF SUSPENSION E-MAILED
Jul 20, 2012 GNS3
LETTER OF SUSPENSION E-MAILED
Jul 20, 2012 GNSL
SUSPENSION LETTER WRITTEN
Jul 20, 2012 CNSL
TEAS/EMAIL CORRESPONDENCE ENTERED
Jul 19, 2012 TEME
CORRESPONDENCE RECEIVED IN LAW OFFICE
Jul 19, 2012 CRFA
ASSIGNED TO LIE
Jul 16, 2012 ALIE
TEAS RESPONSE TO OFFICE ACTION RECEIVED
Jul 9, 2012 TROA
NOTIFICATION OF NON-FINAL ACTION E-MAILED
Jul 3, 2012 GNRN
NON-FINAL ACTION E-MAILED
Jul 3, 2012 GNRT
NON-FINAL ACTION WRITTEN
Jul 3, 2012 CNRT
ASSIGNED TO EXAMINER
Jul 3, 2012 DOCK
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Apr 2, 2012 NWOS
NEW APPLICATION ENTERED
Mar 30, 2012 NWAP