BOLD VALUE

Live / Registered — Registered and renewed (as of 13 Jun 2025)

What this means for you

Registered since 03 Jan 2006. 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 03 Jan 2026).

Record

Serial number
78474954
Registration number
3037805
Mark type
Stylized text
Filed
27 Aug 2004
Published for opposition
11 Oct 2005
Registered
03 Jan 2006
Next maintenance due
03 Jan 2026
Attorney of record
Laura J. Winston

Goods and services

  • Class 036 — Insurance and financial services: Financial and insurance advisory services and brokerage services to owners of small and middle-market companies, namely, estate planning services; investment services in the nature of investment consulting, planning and management; insurance services in the nature of insurance consulting, planning, procurement and brokerage services, all in the field of life insurance; business succession planning; consulting services in the field of commercial and consumer lending; and general financial advisory services

Owner

Prosecution history

  • 13 Jun 2025 — NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
  • 13 Jun 2025 — REGISTERED AND RENEWED (SECOND RENEWAL - 10 YRS)
  • 13 Jun 2025 — REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
  • 13 Jun 2025 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
  • 08 Jan 2025 — TEAS SECTION 8 & 9 RECEIVED
  • 03 Jan 2025 — COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
  • 21 Jun 2024 — TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS
  • 21 Jun 2024 — TEAS CHANGE OF CORRESPONDENCE RECEIVED
  • 21 Jun 2024 — ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
  • 21 Jun 2024 — TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
  • 24 Feb 2015 — NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
  • 24 Feb 2015 — REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
  • 24 Feb 2015 — REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
  • 24 Feb 2015 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
  • 07 Feb 2015 — TEAS SECTION 8 & 9 RECEIVED

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