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The US trademark LENOX ADVISORS was filed as Word mark on 04/23/2002 at the U.S. Patent and Trademark Office.
It was registered as a trademark on 09/02/2003.
The current status of the mark is "CANCELLED - SECTION 8".
| Trademark form | Word mark |
| File reference | 76399118 |
| Register number | 2758264 |
| Application date | April 23, 2002 |
| Publication date | June 10, 2003 |
| Entry date | September 2, 2003 |
Trademark owner
11th Floor
10036 New York
US
10036 New York
US
Trademark representatives
goods and services
35
Business planning services, namely succession planning, executive benefits, executive compensation, family transfer issues, buyout agreement funding, carveout programs
36
Financial planning services and brokerage of insurance, mutual funds, annuities and other financial and insurance products, to wit - (1) insurance brokerage of life insurance, namely - survivorship life insurance, term life insurance, universal life insurance, variable universal life insurance, whole life insurance, group universal life insurance, group variable universal life insurance, BOLI/COLI; disability insurance; long term care insurance; property and casualty insurance, namely - automobile and home insurance; group benefits insurance, namely - group health insurance, long term disability insurance, short term disability insurance, dental insurance, flexible spending accounts, life insurance, vision plans, section 125 plans; (2) providing financial planning services, namely - fee based financial planning, asset allocation modeling, cash flow modeling, consolidated balance sheet preparation, deferred compensation elections, estate planning review, stock options planning, wealth management system; (3) brokerage of investment planning, namely - mutual funds, portfolio analysis, performance reporting, hedging strategies, tax efficiency analysis, 529 college savings plans; (4) brokerage of retirement planning, namely - IRA's, 401k's, tax deferred annuities, deferred compensation programs, alternate pension programs; and (5) providing estate planning services, namely - gift and estate tax strategies, multi-generational planning, asset valuation discount techniques, charitable planning, asset protection, trusts
41
Educational services, namely, conducting employee seminars on the subject of group health insurance
ID: 1376399118