HELPING CLIENTS ACHIEVE AND MAINTAIN FINANCIAL INDEPENDENCE
Live / Registered — Registered and renewed (as of 24 Jun 2017)
What this means for you
Registered since 20 Feb 2007. 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 20 Feb 2017).
Record
- Serial number
- 78864740
- Registration number
- 3211139
- Mark type
- Stylized text
- Filed
- 19 Apr 2006
- Published for opposition
- 05 Dec 2006
- Registered
- 20 Feb 2007
- Next maintenance due
- 20 Feb 2017
- Attorney of record
- Miriam D. Trudell
Goods and services
- Class 036 — Insurance and financial services: Financial planning, namely the creation of personalized strategies to achieve financial independence
Owner
- MERCER ADVISORS INC., DENVER, CO, US
- TRAUST SOLLUS WEALTH MANAGEMENT, LLC, PRINCETON, NJ, US
- TRAUST SOLLUS WEALTH MANAGEMENT, LLC, PRINCETON, NJ, US
- Zdenek Financial Planning, LLC, Flemington, NJ, US
- Zdenek Financial Planning, LLC, Flemington, NJ, US
- Zdenek Financial Planning, LLC, Flemington, NJ, US
Prosecution history
- 20 Feb 2026 — COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
- 18 Nov 2024 — TEAS CHANGE OF CORRESPONDENCE RECEIVED
- 18 Nov 2024 — ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
- 18 Nov 2024 — TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
- 17 May 2023 — APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
- 17 May 2023 — TEAS CHANGE OF CORRESPONDENCE RECEIVED
- 17 May 2023 — ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
- 17 May 2023 — TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
- 17 May 2023 — TEAS CHANGE OF OWNER ADDRESS RECEIVED
- 09 Oct 2019 — AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
- 24 Jun 2017 — NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
- 24 Jun 2017 — REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
- 24 Jun 2017 — REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
- 24 Jun 2017 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
- 12 May 2017 — TEAS SECTION 8 & 9 RECEIVED