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Live / Registered — Registered and renewed (as of 10 Feb 2024)

What this means for you

Registered since 20 Aug 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 20 Aug 2023).

Record

Serial number
85426754
Registration number
4388685
Mark type
Stylized text
Filed
20 Sept 2011
Published for opposition
18 Sept 2012
Registered
20 Aug 2013
Next maintenance due
20 Aug 2023
Attorney of record
David W. Carrithers

Goods and services

  • Class 036 — Insurance and financial services: Educational and glossary web page services, namely, providing a website featuring information relating to investment, financial, and retirement planning for clients and prospective clients including individuals, families, estates, companies, small businesses, corporations, and charities; providing financial advice and consultancy services and providing investment advice all for planning, budgeting and developing financial resources for clients utilizing investments in stocks, bonds, CDs, mutual funds, exchange traded funds, index accounts, retirement planning, 401 K and other retirement plans, managed portfolios, REITS, unit investment trusts, fixed annuities, fixed indexed annuities, variable annuities, options, commodities, futures and other securities, and indices of same; financial planning, financial analysis, income planning, estate planning, investment planning and retirement planning, and implementation of strategies, namely, financial investment brokerage;insurance consultation, recommendation, and implementation, namely, insurance advisory, consultation and brokerage services for investment, retirement or budgeting purposes for clients or prospective clients; financial planning for retirement for clients and prospective clients; investment consultation for clients and prospective clients; investment management for clients or prospective clients; investment advisory services for clients or prospective clients; investment services, namely, financial advising services, for clients or prospective clients; financial advice for clients or prospective clients; financial analysis and research services for clients or prospective clients; financial evaluation for insurance purposes for clients or prospective clients; financial planning and advisory services, namely, creation of personalized strategies to achieve financial goals for clients or prospective clients; financial portfolio analyses services for clients or prospective clients; financial service providers and consultants utilizing investment advisor services, namely, providing investment advice for planning and development of financial resources for clients utilizing investments in stocks,bonds, CDs, mutual funds, exchange traded funds, index accounts, retirement planning, managed portfolios, REITS, unit investment trusts, and variable annuities; financial planning, financial analysis and implementation of strategies, namely, capital investment services all for use in connection with investment planning and financial portfolio analyses services for clients or prospective clients; financial evaluation for insurance; financial sponsorship of radio show relating to investment and financial planning
  • Class 041 — Education and entertainment services: Educational services, namely, conducting seminars, workshops, and conferences in the fields of investment, finance, financial planning financial portfolio management, financial and retirement planning; arranging and organization of educational conferences in the fields of investment, finance, financial planning financial portfolio management, financial and retirement planning; publication of printed media, namely, articles, white papers, pamphlets, computer generated presentation papers, and publications in the nature of books, pamphlets, newsletters, and brochures relating to investment, financial, and retirement planning;entertainment, namely, providing a continuing news show relating to investment and financial planning broadcast over radio; participation in a radio show relating to investment and financial planning, namely, providing entertainment in the nature of live radio personality performances

Owner

Prosecution history

  • 10 Feb 2024 — NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
  • 10 Feb 2024 — REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
  • 10 Feb 2024 — REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
  • 10 Feb 2024 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
  • 16 Aug 2023 — TEAS SECTION 8 & 9 RECEIVED
  • 27 Sept 2019 — NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - MAILED
  • 27 Sept 2019 — REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
  • 27 Sept 2019 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
  • 20 Aug 2019 — TEAS SECTION 8 & 15 RECEIVED
  • 20 Aug 2013 — REGISTERED-PRINCIPAL REGISTER
  • 16 Jul 2013 — NOTICE OF ACCEPTANCE OF STATEMENT OF USE MAILED
  • 15 Jul 2013 — LAW OFFICE REGISTRATION REVIEW COMPLETED
  • 13 Jul 2013 — ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
  • 12 Jul 2013 — STATEMENT OF USE PROCESSING COMPLETE
  • 13 May 2013 — USE AMENDMENT FILED

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