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PAX Portfolio Advisory

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PAX Portfolio Advisory
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Last Applicant/ Owned by

Trixie Rowein

c/o Raymond James Ltd.Suite 2300, Scotia Place Tower 110060 Jasper AvenueEdmonton

ALBERTA

CA

T5J3R8

Serial Number

1996258 filed on 15th Nov 2019

PAX Portfolio Advisory

Trademark usage description

financial services namely, providing investment and asset management services; providing investment and insurance accounts status information on a rea Read More

Classification Information

Class [036]
Financial services namely, providing investment and asset management services; providing investment and insurance accounts status information on a real-time basis; providing investment and insurance quotations in real-time and providing financial investment and insurance consulting; Trust company services, namely, estate trust management, estate planning, financial analysis and consultation, trustee services, executor services, fiduciary services, agency and consulting services for executors and trustees, back office or administrative services for trusts and estates, and all other services which consist of, are inherent in, or are incidental to the operation of a trust company and services related thereto; Financial correspondent brokerage services, namely, trading services and operational services, namely, custodial, clearing, execution and settlement services in the fields of securities, shares, share certificates, guaranteed investment certificates, instalment receipts, deposit receipts, securities entitlements, financial assets, securities accounts, high interest savings accounts, portfolio accounts, futures accounts, bonds, debentures, notes, options, warrants, rights and securities or financial instruments and legal rights customarily dealt in by financial and investment brokers; Financial services namely, providing capital investment and asset management services, equity research services, asset management services, financial analysis and consultation services and financial investment counselling; distribution of financial and financial compliance information and rules; providing financial and insurance, stock, securities, market and compliance information; distribution of financial and financial compliance information and rules; maintaining escrow accounts for investments;

Classification kind code

11

Class [042]
Providing financial and financial compliance information via electronic transmission; providing investment, insurance, stock/securities market and compliance information via global computer network and electronic transmissions

Classification kind code

11

Mark Details

Serial Number

1996258

Mark Type

Trademark

Legal History

Action TakenStatus
Submitted for opposition 14
on 3rd Feb 2025		Default Notice Sent
Submitted for opposition 22
on 15th Jul 2024		Search Recorded
Submitted for opposition 20
on 15th Jul 2024		Examiner's First Report
Submitted for opposition 287
on 15th Jun 2022		Pre-Assessment Letter Sent
Submitted for opposition 48
on 19th Jun 2020		Agent Changed
Submitted for opposition 31
on 28th Nov 2019		Formalized
Submitted for opposition 1
on 18th Nov 2019		Created
Submitted for opposition 30
on 15th Nov 2019		Filed