INVESTMENT ANSWERS

Live / Registered — Registered and renewed (as of 06 Jul 2023)

What this means for you

Registered since 18 Dec 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 18 Dec 2022).

Record

Serial number
85314553
Registration number
4262035
Mark type
Stylized text
Filed
06 May 2011
Published for opposition
13 Mar 2012
Registered
18 Dec 2012
Next maintenance due
18 Dec 2022
Attorney of record
David W. Carrithers

Goods and services

  • Class 036 — Insurance and financial services: Providing online information regarding investment, financial, retirement planning for clients and prospective clients including individuals, families, estates, companies, small businesses, corporations, and charities, and regarding implementation of financial strategies, insurance products, such as life, long term care, fixed and variable annuities, stock brokerage, bond, financial consulting, income planning, investment banking [, hedge fund investment services for clients or prospective clients ] ; financial sponsorship of radio show relating to investment and financial planning
  • Class 041 — Education and entertainment services: Educational services, namely, preparation and presentation of seminars, workshops, and conferences in the fields of investment, finance, financial planning, financial portfolio management, financial and retirement planning; and publication of printed media, namely, articles, white papers, and pamphlets relating to investment, financial, and retirement planning, providing an on-line non-downloadable electronic dictionary in the nature of a glossary relating to investment, financial, and retirement planning

Owner

Prosecution history

  • 06 Jul 2023 — NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
  • 06 Jul 2023 — REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
  • 06 Jul 2023 — REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
  • 06 Jul 2023 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
  • 12 Dec 2022 — TEAS SECTION 8 & 9 RECEIVED
  • 17 Jan 2019 — NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - MAILED
  • 17 Jan 2019 — REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
  • 17 Jan 2019 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
  • 18 Dec 2018 — TEAS SECTION 8 & 15 RECEIVED
  • 18 Dec 2012 — REGISTERED-PRINCIPAL REGISTER
  • 15 Nov 2012 — NOTICE OF ACCEPTANCE OF STATEMENT OF USE MAILED
  • 14 Nov 2012 — LAW OFFICE REGISTRATION REVIEW COMPLETED
  • 14 Nov 2012 — ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
  • 09 Nov 2012 — STATEMENT OF USE PROCESSING COMPLETE
  • 08 Nov 2012 — USE AMENDMENT FILED

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