WE PUT YOUR INTERESTS FIRST

Live / Registered — Registered and renewed (as of 15 Nov 2016)

What this means for you

Registered since 17 Apr 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 17 Apr 2017).

Record

Serial number
78911477
Registration number
3229847
Mark type
Stylized text
Filed
19 Jun 2006
Published for opposition
30 Jan 2007
Registered
17 Apr 2007
Next maintenance due
17 Apr 2017

Goods and services

  • Class 036 — Insurance and financial services: Financial planning; Financial planning, namely the creation of personalized strategies to achieve financial independence; Financial services, namely, a total portfolio offering for high net worth clients consisting of both separate accounts and mutual funds for equity and fixed income investments; Investment advisory services; Investment management

Owner

Prosecution history

  • 15 Nov 2016 — NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
  • 15 Nov 2016 — REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
  • 15 Nov 2016 — REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
  • 15 Nov 2016 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
  • 01 Sept 2016 — TEAS SECTION 8 & 9 RECEIVED
  • 01 Sept 2016 — TEAS CHANGE OF CORRESPONDENCE RECEIVED
  • 17 Apr 2016 — COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
  • 31 Mar 2013 — NOTICE OF ACCEPTANCE OF SEC. 8 - E-MAILED
  • 31 Mar 2013 — REGISTERED - SEC. 8 (6-YR) ACCEPTED
  • 31 Mar 2013 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
  • 26 Mar 2013 — TEAS SECTION 8 RECEIVED
  • 26 Mar 2013 — TEAS CHANGE OF CORRESPONDENCE RECEIVED
  • 17 Apr 2007 — REGISTERED-PRINCIPAL REGISTER
  • 30 Jan 2007 — PUBLISHED FOR OPPOSITION
  • 10 Jan 2007 — NOTICE OF PUBLICATION

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