YOUR LIFE. YOUR ANSWERS.

Live / Registered — Registered and renewed (as of 20 Jul 2018)

What this means for you

Registered since 21 Apr 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 21 Apr 2019).

Record

Serial number
77570043
Registration number
3608739
Mark type
Stylized text
Filed
15 Sept 2008
Published for opposition
03 Feb 2009
Registered
21 Apr 2009
Next maintenance due
21 Apr 2019

Goods and services

  • Class 036 — Insurance and financial services: Advice relating to investments; Estate planning; Financial advice; Financial analyses; Financial analysis and consultation; Financial analysis and research services; Financial and investment services, namely, management and brokerage in the fields of stocks, bonds, options, commodities, futures and other securities, and the investment of funds of others; Financial evaluation for insurance purposes; Financial investment in the field of securities; Financial investment services, namely administering the issuance, underwriting and distribution of securities; Financial planning; Financial planning and investment advisory services; Financial planning consultation; Financial planning for retirement; Financial planning services, namely, developing and managing charitable giving programs on behalf of wealthy individuals or families; Financial planning, namely, the creation of personalized strategies to achieve financial independence; Financial portfolio analysis services

Owner

Prosecution history

  • 20 Jul 2018 — NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
  • 20 Jul 2018 — REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
  • 20 Jul 2018 — REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
  • 20 Jul 2018 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
  • 06 Jul 2018 — TEAS CHANGE OF CORRESPONDENCE RECEIVED
  • 06 Jul 2018 — TEAS SECTION 8 & 9 RECEIVED
  • 21 Apr 2018 — COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
  • 30 May 2014 — NOTICE OF ACCEPTANCE OF SEC. 8 - E-MAILED
  • 29 May 2014 — REGISTERED - SEC. 8 (6-YR) ACCEPTED
  • 07 May 2014 — REGISTERED - SEC. 8 (6-YR) FILED
  • 28 May 2014 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
  • 07 May 2014 — TEAS SECTION 8 RECEIVED
  • 07 May 2014 — TEAS CHANGE OF CORRESPONDENCE RECEIVED
  • 07 May 2014 — TEAS CHANGE OF CORRESPONDENCE RECEIVED
  • 21 Apr 2009 — REGISTERED-PRINCIPAL REGISTER

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