LISTEN, PLAN, ADVISE

Live / Registered — Registered and renewed (as of 25 Sept 2023)

What this means for you

Registered since 19 Mar 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 19 Mar 2023).

Record

Serial number
85514993
Registration number
4303791
Mark type
Stylized text
Filed
12 Jan 2012
Published for opposition
01 Jan 2013
Registered
19 Mar 2013
Next maintenance due
19 Mar 2023
Attorney of record
Ashish D. Patel

Goods and services

  • Class 036 — Insurance and financial services: financial services, namely, estate and retirement planning, financial planning, trust administration, [ charitable giving ] and endowment consultation, family legacy planning, online and mobile banking services; financial services, namely, investment services in the fields of [ certificates of deposit (CDs), ] stock accounts, bond accounts, annuities, asset allocation accounts, [ deposit accounts, ] individual retirement accounts (IRAs), mutual funds, asset protection trusts, [ mortgage and other lending services, lines of credit, safe deposit box services, ] life insurance, home and auto insurance, disability and long term care insurance, professional liability insurance

Owner

Prosecution history

  • 06 Mar 2025 — TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS
  • 06 Mar 2025 — TEAS CHANGE OF CORRESPONDENCE RECEIVED
  • 06 Mar 2025 — ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
  • 06 Mar 2025 — TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
  • 06 Mar 2025 — APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
  • 06 Mar 2025 — TEAS CHANGE OF OWNER ADDRESS RECEIVED
  • 25 Sept 2023 — NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
  • 25 Sept 2023 — REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
  • 25 Sept 2023 — REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
  • 25 Sept 2023 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
  • 20 Mar 2023 — TEAS SECTION 8 & 9 RECEIVED
  • 19 Mar 2022 — COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
  • 27 Jul 2020 — NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
  • 27 Jul 2020 — REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
  • 27 Jul 2020 — REINSTATED

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