WE ASSIST THE WEALTHY IN BETTER MANAGING THEIR FINANCIAL CHALLENGES

Live / Registered — Registered and renewed (as of 19 Nov 2022)

What this means for you

Registered since 04 Jun 2002. The owner can stop confusingly similar uses in the classes it covers; it stays on the register as long as the owner keeps up the maintenance filings (next due by 04 Jun 2022).

Record

Serial number
76262784
Registration number
2575937
Mark type
Slogan / phrase
Filed
25 May 2001
Published for opposition
12 Mar 2002
Registered
04 Jun 2002
Next maintenance due
04 Jun 2022
Attorney of record
Susan D. Pitchford

Goods and services

  • Class 036 — Insurance and financial services: insurance brokerage services in the field of life, disability and long-term care; financial consultation and analysis in the fields of asset management and corporate benefit plans; estate planning

Owner

Prosecution history

  • 19 Nov 2022 — NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
  • 19 Nov 2022 — REGISTERED AND RENEWED (SECOND RENEWAL - 10 YRS)
  • 19 Nov 2022 — REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
  • 19 Nov 2022 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
  • 13 May 2022 — TEAS SECTION 8 & 9 RECEIVED
  • 04 Jun 2021 — COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
  • 25 Jul 2011 — REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
  • 25 Jul 2011 — REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
  • 21 Jul 2011 — TEAS SECTION 8 & 9 RECEIVED
  • 11 Nov 2010 — TEAS CHANGE OF CORRESPONDENCE RECEIVED
  • 31 Jan 2008 — REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
  • 31 Jan 2008 — ASSIGNED TO PARALEGAL
  • 14 Jan 2008 — REGISTERED - SEC. 8 (6-YR) & SEC. 15 FILED
  • 14 Jan 2008 — PAPER RECEIVED
  • 06 Sept 2007 — CASE FILE IN TICRS

View this trademark record on Marksy