VALUES. WEALTH. SUSTAINABILITY.

Live / Registered — Registered and renewed (as of 26 Sept 2019)

What this means for you

Registered since 18 Aug 2009. 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 18 Aug 2019).

Record

Serial number
77511837
Registration number
3668399
Mark type
Stylized text
Filed
30 Jun 2008
Published for opposition
02 Jun 2009
Registered
18 Aug 2009
Next maintenance due
18 Aug 2019
Attorney of record
John Mueller

Goods and services

  • Class 036 — Insurance and financial services: Financial management; Financial portfolio management; Investment management; Management of portfolios comprising securities; Investment advice; Investment consultation; Financial investment in the field of securities and mutual funds; Estate planning; Financial planning; Financial planning consultation; Advice relating to investments; Fund investment consultation; Financial consultation; Financial analysis and consultation; Mutual fund investment; Insurance consultation

Owner

Prosecution history

  • 11 Feb 2025 — TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS
  • 11 Feb 2025 — TEAS CHANGE OF CORRESPONDENCE RECEIVED
  • 11 Feb 2025 — ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
  • 11 Feb 2025 — TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
  • 11 Feb 2025 — APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
  • 11 Feb 2025 — TEAS CHANGE OF OWNER ADDRESS RECEIVED
  • 26 Sept 2019 — NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
  • 26 Sept 2019 — REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
  • 26 Sept 2019 — REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
  • 26 Sept 2019 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
  • 19 Aug 2019 — TEAS SECTION 8 & 9 RECEIVED
  • 18 Aug 2018 — COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
  • 05 Sept 2015 — NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
  • 05 Sept 2015 — REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
  • 05 Sept 2015 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL

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