YOUR PERSONAL CHIEF FINANCIAL OFFICER



Trademark Coverage

No Class Specified

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

Owner

Private Wealth CFOs LLC

Business in Bethesda, MD

Owns 1 trademark

Timeline
  • Jun 11
    2013
    Registered Principal Register
  • Mar 26
    2013
    Official Gazette Publication Confirmation E Mailed
  • Mar 26
    2013
    Published For Opposition
  • Mar 06
    2013
    Notification Of Notice Of Publication E Mailed
  • Feb 21
    2013
    Law Office Publication Review Completed
  • Feb 19
    2013
    Approved For PUB Principal Register
  • Feb 19
    2013
    Examiner's Amendment Entered
  • Feb 19
    2013
    Notification Of Examiners Amendment E Mailed
  • Feb 19
    2013
    Examiners Amendment E Mailed
  • Feb 19
    2013
    Examiners Amendment Written
  • Feb 19
    2013
    TEAS/Email Correspondence Entered
  • Feb 19
    2013
    Correspondence Received In Law Office
  • Feb 11
    2013
    TEAS Request For Reconsideration Received
  • Jan 24
    2013
    Notification Of Final Refusal Emailed
  • Jan 24
    2013
    Final Refusal E Mailed
  • Jan 24
    2013
    Final Refusal Written
  • Jan 24
    2013
    LIE Checked SUSP To ATTY For Action
  • Jul 20
    2012
    Notification Of Letter Of Suspension E Mailed
  • Jul 20
    2012
    Letter Of Suspension E Mailed
  • Jul 20
    2012
    Suspension Letter Written
  • Jul 19
    2012
    TEAS/Email Correspondence Entered
  • Jul 19
    2012
    Correspondence Received In Law Office
  • Jul 16
    2012
    Assigned To LIE
  • Jul 09
    2012
    TEAS Response To Office Action Received
  • Jul 03
    2012
    Notification Of Non Final Action E Mailed
  • Jul 03
    2012
    Non Final Action E Mailed
  • Jul 03
    2012
    Non Final Action Written
  • Jul 03
    2012
    Assigned To Examiner
  • Apr 02
    2012
    New Application Office Supplied Data Entered In TRAM
  • Mar 30
    2012
    New Application Entered In TRAM