WORTH KNOWING

Live / Registered — Registered and renewed (as of 17 May 2022)

What this means for you

Registered since 07 Feb 2012. 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 07 Feb 2022).

Record

Serial number
85116976
Registration number
4096832
Mark type
Stylized text
Filed
26 Aug 2010
Published for opposition
15 Feb 2011
Registered
07 Feb 2012
Next maintenance due
07 Feb 2022
Attorney of record
Winfield B. Martin

Goods and services

  • Class 036 — Insurance and financial services: Advice relating to investments; estate planning; estate trust management; fiduciary services, namely, fiduciary representative services; financial planning and investment advisory services; financial planning services, namely, establishing and advising on charitable giving programs on behalf of wealthy individuals or families; financial portfolio analysis services; financial portfolio management; financial services, namely, estate settlement services; financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investments; investment advice; investment management; investment services, namely, asset acquisition, consultation, development and management services; providing information and advice in the field of finance, financial investments, and the financial aspects of retirement; trust management accounts; trust services, namely, investment and trust company services; trustee services

Owner

Prosecution history

  • 03 Nov 2023 — TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS
  • 03 Nov 2023 — TEAS CHANGE OF CORRESPONDENCE RECEIVED
  • 03 Nov 2023 — ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
  • 03 Nov 2023 — TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
  • 03 Nov 2023 — APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
  • 03 Nov 2023 — TEAS CHANGE OF OWNER ADDRESS RECEIVED
  • 17 May 2022 — NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
  • 17 May 2022 — REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
  • 17 May 2022 — REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
  • 17 May 2022 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
  • 11 Jan 2022 — TEAS SECTION 8 & 9 RECEIVED
  • 07 Feb 2021 — COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
  • 15 Feb 2018 — NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
  • 15 Feb 2018 — REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
  • 15 Feb 2018 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL

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