ACTUAL
Live / Registered — Registered (as of 05 Oct 2021)
What this means for you
Registered since 05 Oct 2021. The owner can stop confusingly similar uses in the classes it covers.
Record
- Serial number
- 79291515
- Registration number
- 6504489
- Mark type
- Stylized text
- Filed
- 23 Jun 2020
- Published for opposition
- 20 Jul 2021
- Registered
- 05 Oct 2021
- Attorney of record
- David J. Byer
Goods and services
- Class 035 — Advertising and business services: Company administration in the nature of financial investment services; business management and operation of companies and other legal entities for others, namely, providing consultancy in the field of financial investments; accounting services; financial market research and studies in the nature of providing financial indices of select securities to enable consumers to evaluate investments and market trends in the securities market
- Class 036 — Insurance and financial services: Financial services, namely, financial investment advisory services; financial asset management and advisory services; investment management and advisory services; venture capital fund management and advisory services; trust services, namely, investment and trust company services in the nature of operation and management of investment trusts; trust services, namely, investment and trust company services in the nature of provision of investment trust share plans and children's investment savings plans; provision of saving account services; insurance brokerage, insurance claims administration; reinsurance underwriting; issue and administration of life insurance and annuity contracts; reinsurance underwriting of life insurance and annuity contracts of other licensed insurers; administration of investment accounts which fund the benefits underlying life insurance and annuity contracts; financial management and administration of pension funds; financial management and administration of collective investment schemes, open ended investment companies, unit trusts and mutual funds; provision of financial information in the field of collective investment schemes, open ended investment companies, unit trusts and mutual funds; financial management and administration of life funds; provision of financial information in the field of life funds; financial services, namely, provision of personal equity plans and investment savings accounts; financial management in the field of pensions and financial advisory services; financial management and advisory services; financial valuations, financial sponsorship of businesses, organizations, charities, authors, literary events, and individuals; structured investment and investment product management and financial advisory services; financial management services in the field of guaranteed investment and investment product management and financial advisory services; financial planning services, namely, creating personalized strategies for achieving personal independence in the nature of designing, developing, arranging and managing structured investments and investment products; economic, financial and investment analysis and research services in the nature of business equity analysis and research; financial services, namely, savings account and investment management consultancy services; administration of investment funds, investment products and investment services in the nature of financial administration of venture capital opportunities, mutual funds, stocks and bonds; financial and investment management, consultancy and advisory services for institutional clients, namely, charities, local authority pension funds, company pension funds and family trusts; financial portfolio management services, in the nature of dealing in financial instruments, securities, equities, bonds, derivatives, swaps, futures and options; financial services, namely, personal financial planning; private portfolio investment management and advice services; provision of advice in the field of investment, financial forecasting, fund investment and pensions valuation services; investment risk management and analysis; investment advisory services; investment performance management and analysis; investment brokerage services; investment advisory services, namely, alternative investment management and advisory services; investment advisory services, namely, alternative structured investment management and advisory services; investment advisory services, namely, quantitative investment management and advisory services; financial services, namely, derivatives based investment management and advisory services; investment consultation in the field of financial derivatives; investment consultancy; share registrar services, namely, maintaining record of who owns securities issued by a company; financial transfer agent services rendered to issuers of investment securities; financial investment services, namely, administering the investment underwriting of securities; tax payment processing advisory services; financial advisory services relating to taxation, namely, tax strategy, risk management and governance of taxes, dealing with tax authorities and tax planning, investment risk analysis and financial risk analysis services; financial information services provided by access to a computer database; technology based financial portfolio management services
- Class 041 — Education and entertainment services: Education, training, tuition and teaching services, namely, providing non-downloadable informational articles, videos, and webinars in the field of financial and investment matters; provision of seminars, conferences and symposiums on financial and investment matters
Owner
Prosecution history
- 19 Feb 2026 — NEW REPRESENTATIVE AT IB RECEIVED
- 05 Feb 2026 — NEW REPRESENTATIVE AT IB RECEIVED
- 25 Jun 2025 — TEAS CHANGE OF CORRESPONDENCE RECEIVED
- 25 Jun 2025 — TEAS CHANGE OF DOMESTIC REPRESENTATIVES ADDRESS
- 25 Jun 2025 — ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
- 25 Jun 2025 — TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
- 25 Jun 2025 — APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
- 25 Jun 2025 — TEAS CHANGE OF OWNER ADDRESS RECEIVED
- 30 Dec 2023 — CHANGE OF NAME/ADDRESS REC'D FROM IB
- 12 Feb 2023 — NEW REPRESENTATIVE AT IB RECEIVED
- 11 Nov 2022 — NEW REPRESENTATIVE AT IB RECEIVED
- 10 Apr 2022 — FINAL DECISION TRANSACTION PROCESSED BY IB
- 22 Mar 2022 — FINAL DISPOSITION NOTICE SENT TO IB
- 22 Mar 2022 — FINAL DISPOSITION PROCESSED
- 05 Jan 2022 — FINAL DISPOSITION NOTICE CREATED, TO BE SENT TO IB