CONNECT YOUR MONEY TO YOUR LIFE

Live / Registered — Registered and renewed (as of 24 Oct 2018)

What this means for you

Registered since 25 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 25 Aug 2019).

Record

Serial number
77536518
Registration number
3671874
Mark type
Stylized text
Filed
31 Jul 2008
Published for opposition
09 Jun 2009
Registered
25 Aug 2009
Next maintenance due
25 Aug 2019
Attorney of record
Thomas R. Lofy

Goods and services

  • Class 036 — Insurance and financial services: Agencies or brokerage for trading of securities, securities index futures, securities options, and overseas market securities futures; Brokerage of shares or stocks and other securities; Administration of employee benefit plans concerning insurance and finance; trust management; Investment services, namely asset acquisition, consultation, development and management services; 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; investment advisory services; Financial planning for retirement; insurance agency and brokerage

Owner

Prior registrations

Prosecution history

  • 24 Oct 2018 — NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
  • 24 Oct 2018 — REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
  • 24 Oct 2018 — REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
  • 24 Oct 2018 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
  • 12 Oct 2018 — TEAS SECTION 8 & 9 RECEIVED
  • 25 Aug 2018 — COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
  • 20 Sept 2014 — NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
  • 20 Sept 2014 — REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
  • 11 Sept 2014 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
  • 27 Aug 2014 — TEAS SECTION 8 & 15 RECEIVED
  • 25 Aug 2009 — REGISTERED-PRINCIPAL REGISTER
  • 09 Jun 2009 — PUBLISHED FOR OPPOSITION
  • 20 May 2009 — NOTICE OF PUBLICATION
  • 04 May 2009 — LAW OFFICE PUBLICATION REVIEW COMPLETED
  • 04 May 2009 — ASSIGNED TO LIE

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