ASSET DEDICATION

Live / Registered — Registered and renewed (as of 11 Mar 2026)

What this means for you

Registered since 14 Mar 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 14 Mar 2026).

Record

Serial number
78508989
Registration number
3067710
Mark type
Stylized text
Filed
01 Nov 2004
Published for opposition
20 Dec 2005
Registered
14 Mar 2006
Next maintenance due
14 Mar 2026
Attorney of record
Trevor A. Caudle, Esq.

Goods and services

  • Class 036 — Insurance and financial services: Advisory services for investment, financial planning, and financial portfolio management for purposes of meeting specified cashflows
  • Class 042 — Scientific and technological services: Providing an online non-downloadable web-enabled spreadsheet in the field of investment advice, financial planning, and financial portfolio management and support materials distributed therewith

Owner

Prosecution history

  • 11 Mar 2026 — NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
  • 11 Mar 2026 — REGISTERED AND RENEWED (SECOND RENEWAL - 10 YRS)
  • 11 Mar 2026 — REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
  • 11 Mar 2026 — TEAS RESPONSE TO OFFICE ACTION-POST REG RECEIVED
  • 06 Mar 2026 — POST REGISTRATION ACTION MAILED - SEC. 8 & 9
  • 26 Feb 2026 — TEAS RESPONSE TO OFFICE ACTION-POST REG RECEIVED
  • 24 Feb 2026 — TEAS CHANGE OF CORRESPONDENCE RECEIVED
  • 24 Feb 2026 — ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
  • 24 Feb 2026 — TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
  • 29 Oct 2025 — POST REGISTRATION ACTION MAILED - SEC. 8 & 9
  • 15 Oct 2025 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
  • 23 Jun 2025 — TEAS SECTION 8 & 9 RECEIVED
  • 14 Mar 2025 — COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
  • 13 Nov 2017 — APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
  • 13 Nov 2017 — TEAS CHANGE OF OWNER ADDRESS RECEIVED

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