CARING FOR CLIENTS ADVICE AUDIT

Trademark usage description

financial planning services, namely retirement planning services; estate planning and administration services; cash flow management services; debt man Read More

Classification Information

Class [035]
Professional referral services, namely providing clients with referrals to lawyers, accountants, financial planners, business consultants, insurance agents, investment advisors, and stock brokers; tax planning services; business and corporate structure planning services; succession planning services;

Classification kind code

Class [036]
Financial planning services, namely retirement planning services; estate planning and administration services; cash flow management services; debt management services; investment management services; lifestyle planning, namely planning services relating to cash flow monitoring and management;

Classification kind code

Mark Details

Serial Number

2042370

Mark Type

Trademark

Legal History

Action Taken	Status
Submitted for opposition 22 on 9^th Aug 2024	Search Recorded
Submitted for opposition 20 on 9^th Aug 2024	Examiner's First Report
Submitted for opposition 287 on 17^th Jun 2022	Pre-Assessment Letter Sent
Submitted for opposition 30 on 28^th Jul 2020	Filed
Submitted for opposition 1 on 28^th Jul 2020	Created
Submitted for opposition 31 on 28^th Jul 2020	Formalized