FINANCIAL LIFE INSPECTION
Pacific Capital Wealth Advisors Inc
Application Filed: 2016-10-10
Trademark Application Details
REGISTERED
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Acronym Finder
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| Serial Number | 87198427 |
| Registration Number | 5252809 |
| Mark Drawing Code | 4000: Illustration: Drawing with word(s)/letter(s)/number(s) in Block form |
| Law Office Assigned | L10 |
| Employee Name | HERMAN, RUSS |
Timeline
| 2016-09-01 | Date of First Use |
| 2016-10-10 | Application Filed |
| 2017-05-08 | Amend to Register |
| 2017-07-25 | Location: PUBLICATION AND ISSUE SECTION |
| 2017-07-25 | Status: Live/Registered |
| 2017-07-25 | Trademark Registered |
| 2018-07-08 | Transaction Date |
Trademark Applicants & Owners
| Owner: |  PACIFIC CAPITAL WEALTH ADVISORS INC |
| Address | 1260 Corona Pointe Ct Suite 304 Corona CA 92879 |
| Legal Entity Type | Corporation |
| Legal Entity State | CA |
Documents
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Attorney of Record
Good, Services, and Codes
| International Codes: | 36 |
| U.S. Codes: | 100,101,102 |
| Type Code | Type |
|---|---|
| GS0361 | Credit and financial consultation; Financial advice; Financial advice and consultancy services; Financial advice, namely, budget planning; Financial advisory and consultancy services, namely, the creation of personalized strategies to achieve financial independence; Financial advisory and consultancy services; Financial affairs and monetary affairs, namely, financial information, management and analysis services; Financial analyses; Financial analysis; Financial analysis and research services; Financial analysis and consultation; Financial analysis, namely, compiling and analyzing statistics, data and other sources of information for financial purposes; Financial and investment services, namely, asset and investment acquisition, consultation, advisory and development; 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 asset management; Financial consultancy; Financial consultancy and insurance consultancy; 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 due diligence; Financial evaluation, tracking, analysis, forecasting, consultancy, advisory and research services relating to securities and other financial instruments; Financial evaluation for insurance purposes; Financial forecasting; Financial information; Financial information and evaluations; Financial information and advisory services; Financial information provided by electronic means; Financial investment analysis and stock research; Financial loan consultation; Financial management; Financial planning; Financial planning and investment advisory services; Financial planning consultation; Financial planning for retirement; Financial planning services, namely, developing and managing charitable giving programs on behalf of wealthy individuals or families; Financial planning, namely, the creation of personalized strategies to achieve financial independence; Financial portfolio analysis services; Financial portfolio management; Financial research; Financial research and information services; Financial retirement plan consulting services; Financial risk assessment services; Financial risk management; Financial risk management consultation; Financial services, namely, wealth management services; Financial services, namely, providing an investment option available for variable annuity and variable life insurance products; 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, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; Financial services, namely, mortgage planning; Financial trust planning; Insurance and financial information and consultancy services; Monitoring financial markets for investment purposes; On-line financial planning services; 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, providing financial market news and commentary; Providing financial information; Providing financial information via a web site; Providing information in the field of financial stock and equity markets; Providing information and research in the field of finance and financial investments; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement; Providing information, commentary and advice in the field of finance, financial investments and financial valuations; Providing investors with financial information; Provision of financial information; Strategic financial advisory services |
Trademark Filing History
| Description | Date | Event Coding |
|---|---|---|
| NEW APPLICATION OFFICE SUPPLIED DATA ENTERED IN TRAM | 2016-10-14 | 1 NWOS I:Incoming Correspondence |
| ASSIGNED TO EXAMINER | 2017-01-18 | 2 DOCK D:Assigned to Examiner |
| NON-FINAL ACTION WRITTEN | 2017-01-24 | 3 CNRT R:Renewal |
| NON-FINAL ACTION E-MAILED | 2017-01-24 | 4 GNRT F:First Action |
| NOTIFICATION OF NON-FINAL ACTION E-MAILED | 2017-01-24 | 5 GNRN O:Outgoing Correspondence |
| TEAS CHANGE OF CORRESPONDENCE RECEIVED | 2017-05-04 | 6 TCCA I:Incoming Correspondence |
| TEAS RESPONSE TO OFFICE ACTION RECEIVED | 2017-05-04 | 7 TROA I:Incoming Correspondence |
| CORRESPONDENCE RECEIVED IN LAW OFFICE | 2017-05-04 | 8 CRFA I:Incoming Correspondence |
| TEAS/EMAIL CORRESPONDENCE ENTERED | 2017-05-05 | 9 TEME I:Incoming Correspondence |
| APPROVED FOR REGISTRATION SUPPLEMENTAL REGISTER | 2017-05-08 | 10 CNTA O:Outgoing Correspondence |
| ASSIGNED TO LIE | 2017-06-07 | 11 ALIE A:Allowance for Publication |
| LAW OFFICE PUBLICATION REVIEW COMPLETED | 2017-06-16 | 12 PREV O:Outgoing Correspondence |
| REGISTERED-SUPPLEMENTAL REGISTER | 2017-07-25 | 13 R.SR A:Allowance for Publication |
| COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED | 2022-07-25 | 14 REM1 E:E-Mail |
| TEAS SECTION 8 RECEIVED | 2022-07-25 | 15 ES8R I:Incoming Correspondence |
| CASE ASSIGNED TO POST REGISTRATION PARALEGAL | 2023-02-06 | 16 APRE A:Allowance for Publication |
| REGISTERED - SEC. 8 (6-YR) ACCEPTED | 2023-02-06 | 17 8.OK O:Outgoing Correspondence |
| NOTICE OF ACCEPTANCE OF SEC. 8 - E-MAILED | 2023-02-06 | 18 NAS8 E:E-Mail |
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