Serial 77586978

Live / Registered — Registered and renewed (as of 01 Nov 2018)

What this means for you

Registered since 16 Jun 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 16 Jun 2019).

Record

Serial number
77586978
Registration number
3638394
Mark type
Design / logo
Filed
07 Oct 2008
Published for opposition
31 Mar 2009
Registered
16 Jun 2009
Next maintenance due
16 Jun 2019
Attorney of record
Mindi M. Richter

Goods and services

  • Class 009 — Scientific and electric apparatus: [ Digital Media, namely, DVDs and CDs featuring financial sales and marketing techniques ]
  • Class 016 — Paper goods and printed matter: [ Printed instructional, educational, and teaching materials related to financial planning, namely, manuals, market reports, binders, books, and notebooks on professional strategies and tactics in the field of financial advisor practice management; Printed instructional, educational, and teaching materials on the subject of organizing and conducting seminars or meetings; Printed instructional, educational, and teaching materials for financial strategies, financial programs, and financial seminars; and Newsletters in the field of financial services ]
  • Class 035 — Advertising and business services: [ Consulting services for professionals, namely, business management consulting services for financial advisors and financial planners; consulting services for professionals, namely, business marketing consulting services for financial advisors and financial planners ]
  • Class 036 — Insurance and financial services: [ Financial strategy services for financial professionals, namely, financial analysis and consultation in the field of retirement planning and estate planning ]
  • Class 041 — Education and entertainment services: [ Financial strategy educational programs and seminars for financial professionals in the field of financial planning and strategies; educational programs and seminars for financial professionals, namely, seminars featuring professional financial investment planning strategies, techniques, and tactics for use by financial advisors and financial planners; personal coaching services for financial professionals in the field of retirement planning and estate planning; personal coaching services for financial professionals in the field of financial investment planning strategies, techniques, and tactics; organizing and conducting seminars in the field of financial strategy programs; financial strategy programs and seminars for financial professionals; continuing education programs for financial professionals in the field of financial planning and strategies; and educational and training services in the field of business building systems for financial professionals, namely, conducting workshops and seminars in the field of business building systems for financial professionals ]
  • Class 042 — Scientific and technological services: Providing on-line, non-downloadable, web-based software used to perform financial analysis and propose re-allocation of financial resources; Online, non-downloadable, software and database for generating customized presentation materials for use by financial professionals

Owner

Prosecution history

  • 04 Mar 2026 — AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
  • 18 Feb 2026 — AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
  • 16 Dec 2025 — TEAS CHANGE OF CORRESPONDENCE RECEIVED
  • 16 Dec 2025 — APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
  • 16 Dec 2025 — TEAS CHANGE OF OWNER ADDRESS RECEIVED
  • 15 Oct 2025 — TEAS CHANGE OF CORRESPONDENCE RECEIVED
  • 15 Oct 2025 — ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
  • 15 Oct 2025 — TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
  • 29 Jan 2020 — AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
  • 25 Sept 2019 — AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
  • 01 Nov 2018 — NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
  • 01 Nov 2018 — REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
  • 01 Nov 2018 — REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
  • 17 Oct 2018 — TEAS SECTION 8 & 9 RECEIVED
  • 16 Jun 2018 — COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED

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