SMARTER STRATEGY. FOCUSED RESULTS.

Live / Registered — Registered and renewed (as of 05 Nov 2021)

What this means for you

Registered since 08 May 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 08 May 2022).

Record

Serial number
85409333
Registration number
4138223
Mark type
Stylized text
Filed
29 Aug 2011
Published for opposition
21 Feb 2012
Registered
08 May 2012
Next maintenance due
08 May 2022
Attorney of record
Thomas F. Bergert

Goods and services

  • Class 035 — Advertising and business services: business succession planning
  • Class 036 — Insurance and financial services: Investment advisory services; financial services, namely, wealth management services; financial planning; financial planning for retirement; life insurance counseling; executive benefits consulting services in the field of insurance and financial benefits; financial trust and estate planning and advisory services; advisory services in the field of employee benefits for group healthcare and business insurance offered to employees in addition to standard benefits such as medical, dental, life insurance including short term disability, long term disability, and charitable giving strategies through financial and estate planning

Owner

Prosecution history

  • 05 Nov 2021 — NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
  • 05 Nov 2021 — REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
  • 05 Nov 2021 — REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
  • 05 Nov 2021 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
  • 22 Jun 2021 — TEAS SECTION 8 & 9 RECEIVED
  • 08 May 2021 — COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
  • 23 Jul 2017 — NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
  • 23 Jul 2017 — REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
  • 23 Jul 2017 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
  • 01 Jun 2017 — TEAS SECTION 8 & 15 RECEIVED
  • 08 May 2017 — COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
  • 08 May 2012 — REGISTERED-PRINCIPAL REGISTER
  • 21 Feb 2012 — OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
  • 21 Feb 2012 — PUBLISHED FOR OPPOSITION
  • 01 Feb 2012 — NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED

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