AGING INVESTOR.COM (registration number 4903115) is a United States trademark of Carolyn Rosenblatt. The goods and services are: Educational services, namely, providing customized Web based non-downloadable webinars and online courses, non-downloadable pre-recorded webinars, non-downloadable videos for education, training, and continuing education, accredited education and distribution of white papers and written materials in connection therewith relating to elder abuse, assisting financial advisors to establish plans to respond to evidence of elder abuse; workshops and training directed to the implementation of senior-specific policies, dealing with difficult aging client situations, mock client interviews, role-play, and client communication; providing speaking and presentations services on aging; all the afore mentioned services relating to best practices for managing clients with diminished capacity, confidentiality issues, intergenerational wealth transfers, intragenerational family conflicts, initiating family meetings, protecting aging clients from predators, and establishing senior-specific policies for individual as well as organization based financial professionals; training services in the field of preventing and stopping elder financial abuse downloadable electronic publications in the nature of newsletters, policy development kits, instructions, checklists for developing policies, sample documents all in the fields of best practices for managing clients with diminished capacity, confidentiality issues, intergenerational wealth transfers, intragenerational family conflicts, initiating family meetings, protecting aging clients from predators, and establishing senior-specific policies for individual as well as organization based financial professionals AGING INVESTOR. The correspondent is Melissa LaBauve.
This trademark was filed on June 17, 2015 as United States Trademark Application Serial Number 86665487.
Trademark PTO Status
20220702 – NOTICE OF ACCEPTANCE OF SEC. 8 – E-MAILED
20220702 – REGISTERED – SEC. 8 (6-YR) ACCEPTED
20220702 – CASE ASSIGNED TO POST REGISTRATION PARALEGAL
20220126 – TEAS SECTION 8 RECEIVED
20210216 – COURTESY REMINDER – SEC. 8 (6-YR) E-MAILED
20200708 – APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
20200708 – TEAS CHANGE OF CORRESPONDENCE RECEIVED
20200708 – TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS
Ownership History
Carolyn Rosenblatt
Mikol S. Davis
Carolyn Rosenblatt
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