INVESTING FROM A POSITION OF STRENGTH

Live / Registered — Registered and renewed (as of 01 Aug 2024)

What this means for you

Registered since 13 May 2014. 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 13 May 2024).

Record

Serial number
85085583
Registration number
4529808
Mark type
Stylized text
Filed
15 Jul 2010
Published for opposition
28 Jun 2011
Registered
13 May 2014
Next maintenance due
13 May 2024
Attorney of record
Jennifer E. Schlatter

Goods and services

  • Class 009 — Scientific and electric apparatus: Electronic publications recorded on computer media, namely, books, workbooks, and pamphlets in the fields of financial planning, wealth management, and investment management; electronic publications recorded on computer media, namely, books, workbooks, and pamphlets that advise and teach consumers methods of financial planning that will increase their wealth and prosperity
  • Class 016 — Paper goods and printed matter: Books, workbooks and pamphlets in the field of financial planning, wealth management, and investment management; books, workbooks and pamphlets that advise and teach consumers methods of financial planning that will increase their wealth and prosperity
  • Class 036 — Insurance and financial services: Financial planning advisory services; wealth management advisory services; investment management advisory services; provision of information in the field of financial planning; provision of information in the field of wealth management; provision of information in the field of investment management
  • Class 041 — Education and entertainment services: [ Educational services, namely, classes, live seminars, webinars, and seminars transmitted via radio, television, and the internet in the fields of financial planning, wealth management, investing, and investment management ]

Owner

Prosecution history

  • 23 Oct 2025 — TEAS CHANGE OF CORRESPONDENCE RECEIVED
  • 23 Oct 2025 — ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
  • 23 Oct 2025 — TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
  • 01 Aug 2024 — NOTICE OF ACCEPTANCE OF SEC. 8 - E-MAILED
  • 01 Aug 2024 — REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
  • 01 Aug 2024 — REGISTERED - SEC. 9 GRANTED/CHECK RECORD FOR SEC. 8
  • 01 Aug 2024 — REGISTERED - PARTIAL SEC. 8 (10-YR) ACCEPTED
  • 01 Aug 2024 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
  • 13 May 2024 — TEAS SECTION 8 & 9 RECEIVED
  • 13 May 2023 — COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
  • 17 Feb 2021 — APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
  • 17 Feb 2021 — TEAS CHANGE OF CORRESPONDENCE RECEIVED
  • 17 Feb 2021 — ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
  • 17 Feb 2021 — TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
  • 17 Feb 2021 — TEAS CHANGE OF OWNER ADDRESS RECEIVED

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