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LENOX ADVISORS
Live/Registered
REGISTERED AND RENEWED

on 22 Sep 2022

Last Applicant/ Owned by

11th Floor

New York

NY

10036

Serial Number

85268006 filed on 16th Mar 2011

Registration Number

4117333 registered on 27th Mar 2012

in the Principal Register

Correspondent Address

Richard D. Harris

Greenberg Traurig, LLP

Suite 3100

77 W. Wacker Drive

Chicago IL 60601

Filing Basis

1. use application currently

Disclaimer

"ADVISORS"

LENOX ADVISORS

[ Educational services, namely, conducting employee seminars on the subject of group health insurance ] 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, Read More

Classification Information


Class [035]
Advertising, Business & Retail Services


Business planning services, namely, succession planning, executive benefits, executive compensation, family transfer issues, buyout agreement funding, carveout programs


First Use Date in General

24th Oct 2000

First Use Date in Commerce

24th Oct 2000

Class [036]
Insurance & Financial Services


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


First Use Date in General

24th Oct 2000

First Use Date in Commerce

24th Oct 2000

Class [041]
Education and Entertainment Services


[ Educational services, namely, conducting employee seminars on the subject of group health insurance ]


First Use Date in General

24th Oct 2000

First Use Date in Commerce

24th Oct 2000

Mark Details


Serial Number

No 85268006

Mark Type

No Service Mark

Attorney Docket Number

No 110744.01940

44D Filed

No

44D Current

No

44E filed

No

44E Current

No

66A Filed

No

66A Current

No

Current Basis

No

No Basis

No

Legal History


Show more

Status DateAction Taken
22nd Sep 2022NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
22nd Sep 2022REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
22nd Sep 2022REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
22nd Sep 2022CASE ASSIGNED TO POST REGISTRATION PARALEGAL
28th Mar 2022TEAS SECTION 8 & 9 RECEIVED
27th Mar 2021COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
05th Apr 2018NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
05th Apr 2018REGISTERED - PARTIAL SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
05th Apr 2018CASE ASSIGNED TO POST REGISTRATION PARALEGAL
27th Mar 2018TEAS SECTION 8 & 15 RECEIVED