INVESTDESK

Live / Registered — Registered and renewed (as of 22 Jun 2025)

What this means for you

Registered since 26 Jul 2005. 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 26 Jul 2025).

Record

Serial number
76552877
Registration number
2977758
Mark type
Word mark
Filed
20 Oct 2003
Published for opposition
25 May 2004
Registered
26 Jul 2005
Next maintenance due
26 Jul 2025
Attorney of record
David M. Kelly and Lynn M. Jordan

Goods and services

  • Class 009 — Scientific and electric apparatus: wealth management software

Owner

Prosecution history

  • 22 Jun 2025 — NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
  • 22 Jun 2025 — REGISTERED AND RENEWED (SECOND RENEWAL - 10 YRS)
  • 22 Jun 2025 — REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
  • 22 Jun 2025 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
  • 15 Jan 2025 — TEAS SECTION 8 & 9 RECEIVED
  • 26 Jul 2024 — COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
  • 06 Nov 2023 — TEAS CHANGE OF CORRESPONDENCE RECEIVED
  • 06 Nov 2023 — ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
  • 06 Nov 2023 — TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
  • 06 Nov 2023 — APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
  • 06 Nov 2023 — TEAS CHANGE OF OWNER ADDRESS RECEIVED
  • 26 Oct 2022 — AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
  • 12 Oct 2022 — ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY
  • 10 Sept 2019 — TEAS CHANGE OF CORRESPONDENCE RECEIVED
  • 25 Jul 2015 — NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED

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