SIMPLIFYING MONEY. ENRICHING LIFE. Trademark Information

Trademark by 5 Point Financial Group, Inc.

Advice relating to investments; Financial advisory and consultancy services, namely, the creation of personalized strategies to achieve financial independence; Financial asset management; Financial due diligence; Financial evaluation for insurance purposes; Financial information and advisory services; Financial investment brokerage; Financial management; Financial planning services, namely, developing and managing charitable giving programs on...

Classification Information

Use in Commerce Trademark - Applicant has provided proof of use of this mark in commerce to USPTO.

Primary Class: Class Details:
Class (036)
Insurance; financial affairs; monetary affairs; real estate affairs.
First Use Anywhere:: 1/1/2015
First Use In Commerce: 1/1/2015
General Information
Word mark: SIMPLIFYING MONEY. ENRICHING LIFE.
Status/Status Date:
REGISTERED
9/12/2017
Estimated Renewal Deadline: September 12, 2023
Serial Number: 87353343
Filing Date: 2/28/2017
Registration Number: 5286148
Registration Date: 9/12/2017
Goods and Services: Advice relating to investments; Financial advisory and consultancy services, namely, the creation of personalized strategies to achieve financial independence; Financial asset management; Financial due diligence; Financial evaluation for insurance purposes; Financial information and advisory services; Financial investment brokerage; Financial management; Financial planning services, namely, developing and managing charitable giving programs on behalf of wealthy individuals or families; Financial planning and investment advisory services; Financial portfolio analysis services; Financial portfolio management; Financial retirement plan consulting services; Financial risk management; Financial risk management consultation; Financial services, namely, estate settlement services; Financial services, namely, investment fund transfer and transaction services; Financial services, namely, providing an investment option available for variable annuity and variable life insurance products; 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, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; Financial trust planning; Financial and investment services, namely, asset and investment acquisition, consultation, advisory and development; Financial retirement plan consulting services; Financial trust planning; Insurance consultancy; Insurance services, namely, underwriting, issuance and administration of life, health, accident, fire insurance; Investment advice; Investment advisory services; Investment consultation; Investment management; Investment management of and distribution of variable annuities; Investment of funds; Life insurance underwriting; Mutual fund investment; Mutual funds and capital investment; On-line financial planning services; Providing financial information; Providing financial information via a web site; Providing financial services with respect to securities and other financial instruments and products, namely, money management services; Providing investors with financial information; Trust services, namely, investment and trust company services
Mark Description: NOT AVAILABLE
Type Of Mark: Service Mark
Published For Opposition Date: 6/27/2017
Last Applicant/Owner:
5 Point Financial Group, Inc.
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Mark Drawing Code: Standard Character Mark
Design Search:
(NO DATA)
Register Type: Principal
Disclaimer: (NOT AVAILABLE)
Correspondent:
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Current Status:
REGISTERED
9/12/2017
Correspondent Search:
5 POINT FINANCIAL GROUP, INC. is a correspondent of SIMPLIFYING MONEY. ENRICHING LIFE. trademark.
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