BEYOND FINANCIAL SECURITY
Thomas, James F. Jr.
Mark For: BEYOND FINANCIAL SECURITY® trademark registration is intended to cover the categories of
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| Serial Number | 76568582 |
| Registration Number | 2922328 |
| Mark Literal Elements | BEYOND FINANCIAL SECURITY |
| Mark Drawing Type | 4 - STANDARD CHARACTER MARK |
| Mark Type | SERVICE MARK |
| Register | PRINCIPAL |
| Affidavit Text | SECT 15. SECT 8 (6-YR). SECTION 8(10-YR) 20150216. |
| Affidavit Text | 1ST RENEWAL 20150216 |
| Current Location | GENERIC WEB UPDATE 2015-02-16 |
| Basis | 1(a) |
| Class Status | ACTIVE |
| Primary US Classes |
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| Primary International Class |
|
| Filed Use | Yes |
| Current Use | Yes |
| Intent To Use | No |
| Filed ITU | No |
| 44D Filed | No |
| 44E Current | No |
| 66A Current | No |
| Current Basis | No |
| No Basis | No |
| Attorney Name | Thomas F. Bergert |
| Attorney Docket Number | 038039.0400 |
| Law Office Assigned | M40 |
| Employee Name | WAHLBERG, STACY B |
Timeline
| 1998-03-31 | Date of First Use |
| 1998-03-31 | Date of Use In Commerce |
| 1ST RENEWAL 20150216 | Renewal Date |
| 2004-01-07 | Application Filed |
| 2004-11-09 | Published |
| 2004-11-09 | Published for Opposition |
| 2005-02-01 | Trademark Registered |
| 2015-02-01 | Renewal Date |
| 2015-02-16 | Location: GENERIC WEB UPDATE |
| 2015-02-16 | Status: Live/Registered |
| 2015-02-16 | Status: The registration has been renewed. |
| 2019-06-04 | Transaction Date |
Trademark Parties (Applicants & Owners)
| Party: |  Thomas, James F. Jr. |
| Address | 9820 Willow Creek Road, Suite 105 San Diego, CALIFORNIA UNITED STATES 92131 |
| Legal Entity Type | Individual |
Documents
 Application | 2004-01-07 | |
| Drawing | 2004-01-07 | |
| Specimen | 2004-01-07 | |
| Filing Receipt Trademark Application | 2004-01-24 | |
| Fax Incoming | 2004-06-01 | |
| Offc Action Outgoing | 2004-08-03 | |
| XSearch Search Summary | 2004-08-03 | |
| Examiners Amendment | 2004-08-27 | |
| Notice of Publication | 2004-10-20 | |
| Registration Certificate | 2005-02-01 | |
| Registration Certificate | 2005-02-01 | |
| Section 8 and 15 | 2010-12-15 | |
| Specimen | 2010-12-15 | |
| Notice of Acceptance Acknowledgement | 2011-01-07 | |
| PR-Section 8 and 9 | 2015-01-30 | |
| Specimen | 2015-01-30 | |
| Notice-Acceptance-Renewal | APPLICATION/XML | 2015-02-16 |
| Teas Change of Owner Address | APPLICATION/XML | 2019-06-03 |
Attorney of Record
Good, Services, and Codes
IC 036. US 100 101 102. G & S: Financial consulting services, namely lifestyle, portfolio and legacy consulting and advisory services. FIRST USE: 19980331. FIRST USE IN COMMERCE: 19980331
| International Codes: | 36 |
| U.S. Codes: | 100,101,102 |
| Type Code | Type |
|---|---|
| D10000 | FINANCIAL SECURITY |
Trademark Filing History
| Description | Date | Proceeding Number |
|---|---|---|
| TEAS CHANGE OF OWNER ADDRESS RECEIVED | 2019-06-03 | |
| APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED | 2019-06-03 | 88888 |
| REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS) | 2015-02-16 | 68335 |
| REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED | 2015-02-16 | 68335 |
| NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED | 2015-02-16 | |
| CASE ASSIGNED TO POST REGISTRATION PARALEGAL | 2015-02-16 | 68335 |
| TEAS SECTION 8 & 9 RECEIVED | 2015-01-30 | |
| REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK. | 2011-01-07 | 64591 |
| CASE ASSIGNED TO POST REGISTRATION PARALEGAL | 2011-01-07 | 64591 |
| TEAS SECTION 8 & 15 RECEIVED | 2010-12-15 | |
| REGISTERED-PRINCIPAL REGISTER | 2005-02-01 | |
| PUBLISHED FOR OPPOSITION | 2004-11-09 | |
| NOTICE OF PUBLICATION | 2004-10-20 | |
| LAW OFFICE PUBLICATION REVIEW COMPLETED | 2004-09-14 | 78287 |
| ASSIGNED TO LIE | 2004-09-03 | 78287 |
| EXAMINERS AMENDMENT MAILED | 2004-08-27 | |
| APPROVED FOR PUB - PRINCIPAL REGISTER | 2004-08-27 | |
| NON-FINAL ACTION MAILED | 2004-08-04 | |
| ASSIGNED TO EXAMINER | 2004-07-22 | 76854 |
| UNRESPONSIVE/DUPLICATE PAPER RECEIVED | 2004-06-01 | 68549 |
| FAX RECEIVED | 2004-06-01 | |
| CORRESPONDENCE RECEIVED IN LAW OFFICE | 2004-06-01 | |
| NEW APPLICATION ENTERED IN TRAM | 2004-01-20 |
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