ENHANCING PRIVATE WEALTH FOR GENERATIONS

Live / Registered — Registered and renewed (as of 30 Apr 2024)

What this means for you

Registered since 06 Jan 2004. 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 06 Jan 2024).

Record

Serial number
76401100
Registration number
2801817
Mark type
Slogan / phrase
Filed
01 May 2002
Published for opposition
14 Oct 2003
Registered
06 Jan 2004
Next maintenance due
06 Jan 2024
Attorney of record
John J. Sullivan

Goods and services

  • Class 035 — Advertising and business services: Tax planning services; tax preparation services; payroll services, namely, payroll preparation services; bookkeeping services
  • Class 036 — Insurance and financial services: Financial management services; fiduciary management services; investment management services; investment advisory services; financial investment services in the fields of US and international securities, real estate, oil and gas and private investment funds; financial planning services; estate planning services; estate trust management services; insurance planning services, namely, insurance consultation; banking services, namely banking and checking account services; financial services in the field of money lending; wire transfer services; bill payment services; payroll services, namely, payroll tax debiting; appraisal services, namely appraisal of securities and investment portfolios; currency conversion services; advisory services concerning philanthropic donations in the form of cash, securities and other valuable assets

Owner

Prior registrations

Prosecution history

  • 30 Apr 2024 — NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
  • 30 Apr 2024 — REGISTERED AND RENEWED (SECOND RENEWAL - 10 YRS)
  • 30 Apr 2024 — REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
  • 30 Apr 2024 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
  • 07 Jan 2024 — TEAS SECTION 8 & 9 RECEIVED
  • 06 Jan 2023 — COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
  • 17 Jan 2014 — NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
  • 17 Jan 2014 — REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
  • 17 Jan 2014 — REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
  • 06 Jan 2014 — REGISTERED - COMBINED SECTION 8 (10-YR) & SEC. 9 FILED
  • 16 Jan 2014 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
  • 06 Jan 2014 — TEAS SECTION 8 & 9 RECEIVED
  • 03 Jan 2010 — REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
  • 03 Jan 2010 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
  • 22 Dec 2009 — TEAS SECTION 8 & 15 RECEIVED

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