BENEFICIARY DIRECTORY

Live / Registered — Registered and renewed (as of 15 Jul 2025)

What this means for you

Registered since 07 Feb 2006. 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 07 Feb 2026).

Record

Serial number
76627511
Registration number
3058301
Mark type
Word mark
Filed
10 Jan 2005
Registered
07 Feb 2006
Next maintenance due
07 Feb 2026
Attorney of record
David M. Lipshutz

Goods and services

  • Class 016 — Paper goods and printed matter: Business record books; Financial record books; Data books; Printed guides and guide books for identifying, compiling, organizing, locating and/or retrieving estate and financial planning documents and information; Books constituting a system for identifying, compiling, organizing, locating and/or retrieving estate and financial planning documents and information

Owner

Prosecution history

  • 15 Jul 2025 — NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
  • 15 Jul 2025 — REGISTERED AND RENEWED (SECOND RENEWAL - 10 YRS)
  • 15 Jul 2025 — REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
  • 11 Jul 2025 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
  • 07 Feb 2025 — TEAS SECTION 8 & 9 RECEIVED
  • 07 Feb 2025 — COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
  • 20 Mar 2015 — NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
  • 20 Mar 2015 — REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
  • 20 Mar 2015 — REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
  • 20 Mar 2015 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
  • 04 Mar 2015 — TEAS SECTION 8 & 9 RECEIVED
  • 23 Feb 2015 — TEAS CHANGE OF CORRESPONDENCE RECEIVED
  • 07 Feb 2015 — COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
  • 17 May 2011 — REGISTERED - SEC. 8 (6-YR) ACCEPTED
  • 17 May 2011 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL

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