MANAGING WEALTH.ENHANCING LIFE.

Live / Registered — Registered and renewed (as of 27 Jan 2016)

What this means for you

Registered since 10 Oct 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 10 Oct 2016).

Record

Serial number
78741635
Registration number
3153753
Mark type
Stylized text
Filed
27 Oct 2005
Published for opposition
18 Jul 2006
Registered
10 Oct 2006
Next maintenance due
10 Oct 2016

Goods and services

  • Class 036 — Insurance and financial services: Investment advisory services, namely, financial planning, investment management, estate planning, and retirement planning

Owner

Prosecution history

  • 27 Oct 2025 — TEAS CHANGE OF CORRESPONDENCE RECEIVED
  • 27 Oct 2025 — APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
  • 27 Oct 2025 — TEAS CHANGE OF OWNER ADDRESS RECEIVED
  • 10 Oct 2025 — COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
  • 27 Jan 2016 — NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
  • 27 Jan 2016 — REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
  • 27 Jan 2016 — REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
  • 26 Jan 2016 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
  • 11 Nov 2015 — TEAS SECTION 8 & 9 RECEIVED
  • 11 Nov 2015 — TEAS CHANGE OF CORRESPONDENCE RECEIVED
  • 10 Oct 2015 — COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
  • 26 Sept 2012 — NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
  • 26 Sept 2012 — REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
  • 26 Sept 2012 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
  • 13 Sept 2012 — TEAS SECTION 8 & 15 RECEIVED

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