INVESTING FOR LIFE...REAL LIFE...YOUR LIFE

Live / Registered — Registered and renewed (as of 23 Mar 2024)

What this means for you

Registered since 10 Aug 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 10 Aug 2024).

Record

Serial number
76426685
Registration number
2872291
Mark type
Slogan / phrase
Filed
01 Jul 2002
Published for opposition
30 Sept 2003
Registered
10 Aug 2004
Next maintenance due
10 Aug 2024
Attorney of record
Mark F. Warzecha

Goods and services

  • Class 036 — Insurance and financial services: Investment services, investment consultation for capital and funds, investment advice, investment management; investment and brokerage services in the fields of stocks, bonds, mutual funds, securities and investments; financial consultation, financial planning, financial portfolio management, financial forecasting, financial research and analysis, including the creation of asset allocation models and financial plans; money management services; insurance services in the nature of insurance and annuity products; all of the foregoing services also provided though the dissemination of printed materials, including maps and newsletters, by telephone, and on-line via the global computer network

Owner

Prosecution history

  • 23 Mar 2024 — NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
  • 23 Mar 2024 — REGISTERED AND RENEWED (SECOND RENEWAL - 10 YRS)
  • 23 Mar 2024 — REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
  • 23 Mar 2024 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
  • 25 Oct 2023 — TEAS SECTION 8 & 9 RECEIVED
  • 11 Aug 2023 — TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS
  • 11 Aug 2023 — TEAS CHANGE OF CORRESPONDENCE RECEIVED
  • 11 Aug 2023 — ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
  • 11 Aug 2023 — TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
  • 11 Aug 2023 — APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
  • 11 Aug 2023 — TEAS CHANGE OF OWNER ADDRESS RECEIVED
  • 10 Aug 2023 — COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
  • 04 Jan 2023 — APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
  • 04 Jan 2023 — TEAS CHANGE OF CORRESPONDENCE RECEIVED
  • 04 Jan 2023 — TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS

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