Serial 85384250

Live / Registered — Registered and renewed (as of 14 Mar 2023)

What this means for you

Registered since 23 Apr 2013. 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 23 Apr 2023).

Record

Serial number
85384250
Registration number
4322825
Mark type
Design / logo
Filed
29 Jul 2011
Published for opposition
14 Aug 2012
Registered
23 Apr 2013
Next maintenance due
23 Apr 2023
Attorney of record
Anton J. Hopen

Goods and services

  • Class 009 — Scientific and electric apparatus: [ Computer software that provides web-based access to applications and services of others in the field of finances, financial management, the acquisition of income and capital, debt and credit management, business practice and business management, business succession planning, investment, asset protection, estate planning, and tax planning; Digital media, namely, pre-recorded video cassettes, digital video discs, digital versatile discs, downloadable audio and video recordings, DVDs, and high definition digital discs featuring information on personal finances, financial management, the acquisition of income and capital, debt and credit management, business practice and business management, business succession planning, investment, asset protection, estate planning, and tax planning; ] Downloadable multimedia files containing artwork, text, [ audio, video, games, ] and Internet Web links relating to personal finances, financial management, the acquisition of income and capital, debt and credit management, business practice and business management, business succession planning, investment, asset protection, estate planning, and tax planning; [ Pre-recorded audio tapes and compact discs featuring information on subjects of real estate and securities, financial services, monetary affairs, investment banking, commodity investment, and mutual fund investments; ] Downloadable electronic publications in the nature of books, magazines, and brochures in the field of personal finances, financial management, the acquisition of income and capital, debt and credit management, business practice and business management, business succession planning, investment, asset protection, estate planning, and tax planning
  • Class 016 — Paper goods and printed matter: Educational kits sold as a unit in the field of personal finances, management, the acquisition of income and capital, debt and credit management, business practice and business management, business succession planning, investment, asset protection, estate planning, and tax planning, consisting primarily of educational books, flash cards and worksheets, and also including an educational DVD; Printed correspondence course materials in the field of personal finances, financial management, the acquisition of income and capital, debt and credit management, business practice and business management, business succession planning, investment, asset protection, estate planning, and tax planning; Publications, namely, books, hand-outs, and workbooks in the fields of personal finances, financial management, the acquisition of income and capital, debt and credit management, business practice and business management, business succession planning, investment, asset protection, estate planning, and tax planning; Series of educational books in the field of personal finances, financial management, the acquisition of income and capital, debt and credit management, business practice and business management, business succession planning, investment, asset protection, estate planning, and tax planning, and pocket binders used in connection with organization of financial documents
  • Class 036 — Insurance and financial services: [ Consulting services in the field of state and federal employee benefit plans concerning finance; ] Financial advisory and consultancy services; Financial analysis and consultation; Financial information and advisory services; Financial consulting services, namely, expert analysis in finance; Financial planning consultation; Financial planning, namely, the creation of personalized strategies to achieve financial independence; Financial planning; Investment advisory services; [ Financial services, namely, savings programs for individuals and administration of savings programs; ] On-line financial planning services; Providing a web site featuring financial information and financial advice; Strategic financial advisory services; Assistance, advice, and consultancy with regard to financial planning, financial analysis, financial management; Assistance, advice, and consultancy with regard to financial planning, financial analysis, financial management and financial asset organization relating to purchasing functions in the field of finances, financial management, the acquisition of income and capital, debt and credit management, business practice and business management, business succession planning, investment, asset protection, estate planning, and tax planning; Providing a website featuring non-downloadable videos in the field of personal finances, financial management, the acquisition of income and capital, debt and credit management investment, financial asset protection, and estate planning; Providing information and advice in the field of finance, financial investments, financial investment valuations, the financial aspects of retirement, debt and credit management, financial investments, asset protection, and estate planning; Providing information in the field of personal finance
  • Class 041 — Education and entertainment services: Education in the field of personal finances, financial management, and the acquisition of income and capital rendered through correspondence courses; Education services, namely, providing lectures in the field of money and consumer advice; Educational services, namely, conducting seminars and programs in the field of personal finances, financial management, the acquisition of income and capital, debt and credit management, business practice and business management, business succession planning, investment, asset protection, estate planning, and tax planning; [ Entertainment services, namely, radio and television appearances and programs in the field of personal finances, financial management, the acquisition of income and capital, debt and credit management, business practice and business management, business succession planning, investment, asset protection, estate planning, and tax planning; ] Educational services, namely, conducting classes, seminars, conferences, workshops in the field of personal finances, financial management, the acquisition of income and capital, debt and credit management, business practice and business management, business succession planning, investment, asset protection, estate planning, and tax planning, and distribution of course and educational materials in connection therewith; Educational services, namely, developing and conducting training courses in the field of personal finances, financial management, the acquisition of income and capital, debt and credit management, business practice and business management, business succession planning, investment, asset protection, estate planning, and tax planning, and distribution of training materials in connection therewith; Educational services, namely, developing, arranging, and conducting educational conferences and programs and providing courses of instruction in the field of personal finances, financial management, the acquisition of income and capital, debt and credit management, business practice and business management, business succession planning, investment, asset protection, estate planning, and tax planning; Providing a website featuring resources, namely, a website featuring non-downloadable publications in the nature of books, magazines, and brochures in the field of personal finances, financial management, the acquisition of income and capital, debt and credit management, business practice and business management, business succession planning, investment, asset protection, estate planning, and tax planning; Providing on-line training in the form of courses, seminars, and workshops in the field of personal finances, financial management, the acquisition of income and capital, debt and credit management, business practice and business management, business succession planning, investment, asset protection, estate planning, and tax planning; Training courses in strategic planning relating to the field of personal finances, financial management, the acquisition of income and capital, debt and credit management, business practice and business management, business succession planning, investment, asset protection, estate planning, and tax planning

Owner

Prosecution history

  • 01 Nov 2025 — TEAS CHANGE OF CORRESPONDENCE RECEIVED
  • 01 Nov 2025 — ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
  • 01 Nov 2025 — TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
  • 20 Mar 2024 — TEAS CHANGE OF CORRESPONDENCE RECEIVED
  • 20 Mar 2024 — TEAS WITHDRAWAL AS DOMESTIC REPRESENTATIVE RECEIVED
  • 20 Mar 2024 — ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
  • 20 Mar 2024 — TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
  • 14 Mar 2023 — NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
  • 14 Mar 2023 — REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
  • 14 Mar 2023 — REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
  • 14 Mar 2023 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
  • 26 Aug 2022 — TEAS SECTION 8 & 9 RECEIVED
  • 23 Apr 2022 — COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
  • 15 Jun 2020 — NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
  • 15 Jun 2020 — REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.

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