THE PERSON IS THE PLAN

Live / Registered — Registered and renewed (as of 14 Jul 2017)

What this means for you

Registered since 15 Jan 2008. 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 15 Jan 2018).

Record

Serial number
77175628
Registration number
3368718
Mark type
Stylized text
Filed
08 May 2007
Published for opposition
30 Oct 2007
Registered
15 Jan 2008
Next maintenance due
15 Jan 2018
Attorney of record
Christopher J. McHattie, Esq.

Goods and services

  • Class 036 — Insurance and financial services: Financial consultation; financial consultation in the field of fee-only wealth management, financial life planning and asset management; financial evaluation for insurance purposes; financial investment in the field of fee-only wealth management, financial life planning and asset management; financial management; financial planning; financial planning consultation; financial planning for retirement; financial planning, namely, the creation of personalized strategies to achieve financial independence; financial risk management; financial services, namely, assisting others with the completion of financial transactions for stocks, bonds, securities and equities; financial services, namely, a total portfolio offering for high-net-worth clients consisting of both separate accounts and mutual funds for equity and fixed-income investments; providing online information in the field charitable monetary giving through financial and estate planning

Owner

Prosecution history

  • 14 Jul 2017 — NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
  • 14 Jul 2017 — REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
  • 14 Jul 2017 — REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
  • 14 Jul 2017 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
  • 08 Jun 2017 — TEAS SECTION 8 & 9 RECEIVED
  • 15 Jan 2017 — COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
  • 18 Mar 2013 — NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
  • 18 Mar 2013 — REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
  • 16 Mar 2013 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
  • 01 Mar 2013 — TEAS SECTION 8 & 15 RECEIVED
  • 22 Jun 2011 — TEAS CHANGE OF CORRESPONDENCE RECEIVED
  • 15 Jan 2008 — REGISTERED-PRINCIPAL REGISTER
  • 30 Oct 2007 — PUBLISHED FOR OPPOSITION
  • 10 Oct 2007 — NOTICE OF PUBLICATION
  • 25 Sept 2007 — LAW OFFICE PUBLICATION REVIEW COMPLETED

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