FOR YOUR FINANCIAL FUTURE

Live / Registered — Registered and renewed (as of 09 Jun 2023)

What this means for you

Registered since 20 Nov 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 20 Nov 2022).

Record

Serial number
85136487
Registration number
4246488
Mark type
Stylized text
Filed
23 Sept 2010
Published for opposition
08 May 2012
Registered
20 Nov 2012
Next maintenance due
20 Nov 2022

Goods and services

  • Class 036 — Insurance and financial services: Financial advisory services; financial asset management services; financial consultancy and consultation services; financial evaluation for insurance purposes; financial information services; financial investment analysis and stock research; financial management services; financial planning services; financial planning for retirement; strategic financial advisory services; financial portfolio analysis services; financial portfolio management services; management of portfolios comprising securities; financial risk management services; financial advisory, consultancy, and planning services, namely, the creation of personalized strategies to achieve financial independence; financial services, namely, wealth management services; providing financial information; providing information in the field of personal finance; providing a website featuring personal financial information and financial advice; providing on-line financial calculators; investment advisory services; investment consultancy and consultation services; mutual fund investment services; investment services, namely, asset acquisition, consultation, development, and management services; information, advisory, consultancy, and research services relating to finance and investments; providing information and advice in the fields of finance, financial investments, and financial aspects of retirement; developing financial and investment plans for others; developing financial and investment portfolios for others; analysis of investment and retirement goals through financial and investment portfolio evaluation, cash flow analysis, income tax assessment, and estate plan review; strategic financial planning services, namely, providing retirement income and capital needs analysis, income tax and capital gains tax analysis and strategies, investment analysis and strategies, estate planning and estate tax minimization, and charitable giving strategies; investment advisory services, namely, assessment of investment objectives, time horizons, and risk tolerance and risk temperament; wealth management services; and insurance consultancy and consultation services

Owner

Prosecution history

  • 09 Jun 2023 — NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
  • 09 Jun 2023 — REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
  • 09 Jun 2023 — REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
  • 09 Jun 2023 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
  • 14 Dec 2022 — AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
  • 14 Nov 2022 — TEAS SECTION 8 & 9 RECEIVED
  • 20 Nov 2021 — COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
  • 02 Jan 2018 — NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
  • 02 Jan 2018 — REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
  • 02 Jan 2018 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
  • 06 Dec 2017 — TEAS SECTION 8 & 15 RECEIVED
  • 06 Dec 2017 — TEAS CHANGE OF CORRESPONDENCE RECEIVED
  • 20 Nov 2017 — COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
  • 20 Nov 2012 — REGISTERED-PRINCIPAL REGISTER
  • 17 Oct 2012 — NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED

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