SECURING YOUR WEALTH. EMPOWERING YOUR FUTURE.

Live / Registered — Registered and renewed (as of 27 Nov 2023)

What this means for you

Registered since 17 Dec 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 17 Dec 2023).

Record

Serial number
85879835
Registration number
4450479
Mark type
Stylized text
Filed
19 Mar 2013
Published for opposition
01 Oct 2013
Registered
17 Dec 2013
Next maintenance due
17 Dec 2023
Attorney of record
Kimberli J. (Fleck) Casner

Goods and services

  • Class 036 — Insurance and financial services: Estate planning; Estate trust planning; Financial analyses; Financial planning; Financial planning and investment advisory services; Financial planning for retirement; Financial services, namely, providing an investment option available for variable annuity and variable life insurance products; Financial trust planning

Owner

Prosecution history

  • 27 Nov 2023 — NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
  • 27 Nov 2023 — REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
  • 27 Nov 2023 — REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
  • 27 Nov 2023 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
  • 31 May 2023 — TEAS SECTION 8 & 9 RECEIVED
  • 17 Dec 2022 — COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
  • 18 Jan 2020 — NOTICE OF ACCEPTANCE OF SEC. 8 - E-MAILED
  • 18 Jan 2020 — REGISTERED - SEC. 8 (6-YR) ACCEPTED
  • 18 Jan 2020 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
  • 11 Dec 2019 — TEAS SECTION 8 RECEIVED
  • 17 Dec 2018 — COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
  • 17 Dec 2013 — REGISTERED-PRINCIPAL REGISTER
  • 01 Oct 2013 — OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
  • 01 Oct 2013 — PUBLISHED FOR OPPOSITION
  • 11 Sept 2013 — NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED

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