YOUR VALUES. YOUR VISION. YOUR GOALS.

Live / Registered — Registered and renewed (as of 19 Aug 2024)

What this means for you

Registered since 10 Jun 2014. 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 10 Jun 2024).

Record

Serial number
85721834
Registration number
4548365
Mark type
Stylized text
Filed
06 Sept 2012
Published for opposition
13 Aug 2013
Registered
10 Jun 2014
Next maintenance due
10 Jun 2024
Attorney of record
Thomas F. Bergert

Goods and services

  • Class 035 — Advertising and business services: Business transition planning; tax planning
  • Class 036 — Insurance and financial services: Financial consulting services; investment advisory services; financial portfolio and financial legacy consulting and advisory services; financial planning services; wealth management; estate settlement services; estate planning; family office services, namely, financial planning, investment, and advisory services tailored to wealthy families
  • Class 045 — Legal and security services: Personal lifestyle consulting and advisory services

Owner

Prosecution history

  • 05 Feb 2025 — TEAS CHANGE OF CORRESPONDENCE RECEIVED
  • 05 Feb 2025 — ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
  • 05 Feb 2025 — TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
  • 05 Feb 2025 — APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
  • 05 Feb 2025 — TEAS CHANGE OF OWNER ADDRESS RECEIVED
  • 19 Aug 2024 — NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
  • 19 Aug 2024 — REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
  • 19 Aug 2024 — REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
  • 17 Aug 2024 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
  • 31 May 2024 — TEAS SECTION 8 & 9 RECEIVED
  • 12 Jul 2023 — AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
  • 10 Jun 2023 — COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
  • 28 Aug 2020 — NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
  • 28 Aug 2020 — REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
  • 28 Aug 2020 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL

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