ADVICE. BEYOND INVESTING.

Live / Registered — Registered and renewed (as of 16 Mar 2024)

What this means for you

Registered since 19 Nov 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 Nov 2023).

Record

Serial number
85873929
Registration number
4435544
Mark type
Stylized text
Filed
12 Mar 2013
Published for opposition
03 Sept 2013
Registered
19 Nov 2013
Next maintenance due
19 Nov 2023
Attorney of record
Dyan M. House

Goods and services

  • Class 036 — Insurance and financial services: Financial services, namely, wealth management services; checking account services; bill payment services; electronic payment services involving electronic processing and subsequent transmission of bill payment data; money transfer; electronic funds transfer; providing electronic processing of electronic funds transfer, ACH, credit card, debit card, electronic check and electronic payments; financial retirement plan consulting services; financial planning for retirement; commercial lending services; consumer lending services; mortgage lending; issuing letters of credit; investment advisory services; monetary exchange; financial exchange; foreign exchange transactions; trust services, namely, investment and trust company services; financial trust planning; philanthropic services concerning monetary donations; financial asset management; life insurance consulting; estate planning; trustee services; banking and investment banking services; financial consulting; and financial planning

Owner

Prosecution history

  • 16 Jul 2025 — TEAS CHANGE OF CORRESPONDENCE RECEIVED
  • 16 Jul 2025 — ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
  • 16 Jul 2025 — TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
  • 16 Mar 2024 — NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
  • 16 Mar 2024 — REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
  • 16 Mar 2024 — REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
  • 16 Mar 2024 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
  • 10 Oct 2023 — TEAS SECTION 8 & 9 RECEIVED
  • 19 Nov 2022 — COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
  • 18 Sept 2019 — NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
  • 18 Sept 2019 — REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
  • 11 Sept 2019 — TEAS RESPONSE TO OFFICE ACTION-POST REG RECEIVED
  • 11 Sept 2019 — POST REGISTRATION ACTION MAILED - SEC. 8 & 15
  • 11 Sept 2019 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
  • 12 Aug 2019 — TEAS SECTION 8 & 15 RECEIVED

View this trademark record on Marksy