YOUR CONNECTION TO THE FINANCIAL WORLD

Live / Registered — Registered and renewed (as of 23 Nov 2018)

What this means for you

Registered since 11 Nov 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 11 Nov 2018).

Record

Serial number
77439662
Registration number
3530597
Mark type
Stylized text
Filed
03 Apr 2008
Published for opposition
26 Aug 2008
Registered
11 Nov 2008
Next maintenance due
11 Nov 2018

Goods and services

  • Class 036 — Insurance and financial services: Financial planning; Financial planning and investment advisory services; Estate planning; Financial planning for retirement; Financial planning, namely, the creation of personalized strategies to achieve financial independence; Administration of employee benefit plans concerning insurance and finance

Owner

Prosecution history

  • 23 Nov 2018 — NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
  • 23 Nov 2018 — REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
  • 23 Nov 2018 — REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
  • 23 Nov 2018 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
  • 13 Nov 2018 — TEAS SECTION 8 & 9 RECEIVED
  • 11 Nov 2017 — COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
  • 25 Feb 2014 — NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
  • 25 Feb 2014 — REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
  • 10 Feb 2014 — REGISTERED - SEC. 8 (6-YR) & SEC. 15 FILED
  • 25 Feb 2014 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
  • 10 Feb 2014 — TEAS SECTION 8 & 15 RECEIVED
  • 10 Feb 2014 — TEAS CHANGE OF CORRESPONDENCE RECEIVED
  • 10 Feb 2014 — TEAS CHANGE OF CORRESPONDENCE RECEIVED
  • 11 Nov 2008 — REGISTERED-PRINCIPAL REGISTER
  • 26 Aug 2008 — PUBLISHED FOR OPPOSITION

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