INVESTOR'S RESOURCE YOUR TRUSTED PARTNER FOR LIFE
Live / Registered — Registered and renewed (as of 13 Feb 2023)
What this means for you
Registered since 02 Jul 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 02 Jul 2023).
Record
- Serial number
- 85658711
- Registration number
- 4362372
- Mark type
- Design + words
- Filed
- 22 Jun 2012
- Published for opposition
- 18 Dec 2012
- Registered
- 02 Jul 2013
- Next maintenance due
- 02 Jul 2023
- Attorney of record
- Frank M. Caprio
Goods and services
- Class 036 — Insurance and financial services: Financial advice and consultancy services; financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; investment advice; providing a website featuring personal financial information and financial advice; retirement planning services, namely, financial planning for retirement; estate planning services; insurance services, namely, insurance agency and brokerage; consulting and information concerning insurance
Owner
- SMB INVESTMENTS, INC., Madison, AL, US
- Investment Management and Consulting, LLC, Madison, AL, US
- Investment Management and Consulting, LLC, Madison, AL, US
- Investment Management and Consulting, LLC, Madison, AL, US
Prior registrations
Prosecution history
- 13 Feb 2023 — NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
- 13 Feb 2023 — REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
- 13 Feb 2023 — REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
- 13 Feb 2023 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
- 27 Jul 2022 — TEAS SECTION 8 & 9 RECEIVED
- 02 Jul 2022 — COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
- 05 Aug 2019 — NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
- 05 Aug 2019 — REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
- 05 Aug 2019 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
- 19 Jun 2019 — TEAS SECTION 8 & 15 RECEIVED
- 20 Jul 2016 — AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
- 02 Jul 2013 — REGISTERED-PRINCIPAL REGISTER
- 25 May 2013 — NOTICE OF ACCEPTANCE OF STATEMENT OF USE MAILED
- 24 May 2013 — LAW OFFICE REGISTRATION REVIEW COMPLETED
- 20 May 2013 — ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED