LN

Live / Registered — Registered and renewed (as of 08 Apr 2024)

What this means for you

Registered since 26 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 26 Nov 2023).

Record

Serial number
85899322
Registration number
4439721
Mark type
Word mark
Filed
09 Apr 2013
Published for opposition
10 Sept 2013
Registered
26 Nov 2013
Next maintenance due
26 Nov 2023
Attorney of record
Pam Kohli Jacobson

Goods and services

  • Class 016 — Paper goods and printed matter: Publications, namely, reports, printed informational and educational materials, papers, brochures, booklets, and reference materials in the fields of finances, financial planning, trusts, foundations, nonprofit organizations, trust services, estate planning, investment planning, investment management, investments, philanthropy, tax, and tax planning
  • Class 036 — Insurance and financial services: Financial investment services, namely, asset allocation, cash flow management, investment consultation, and investment management services; financial trust and estate administration services and estate planning consultation; and financial risk management consultation
  • Class 041 — Education and entertainment services: Educational services, namely, providing classes, seminars, and workshops in the fields of finances, financial planning, trusts, foundations, nonprofit organizations, trust services, estate planning, investment planning, investment management, investments, philanthropy, tax, and tax planning

Owner

Prosecution history

  • 08 Apr 2024 — NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
  • 08 Apr 2024 — REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
  • 08 Apr 2024 — REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
  • 08 Apr 2024 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
  • 29 Nov 2023 — TEAS CHANGE OF CORRESPONDENCE RECEIVED
  • 29 Nov 2023 — ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
  • 29 Nov 2023 — TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
  • 22 Nov 2023 — TEAS SECTION 8 & 9 RECEIVED
  • 26 Nov 2022 — COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
  • 08 Oct 2020 — APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
  • 08 Oct 2020 — TEAS CHANGE OF CORRESPONDENCE RECEIVED
  • 08 Oct 2020 — ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
  • 08 Oct 2020 — TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
  • 08 Oct 2020 — TEAS CHANGE OF OWNER ADDRESS RECEIVED
  • 24 Sept 2020 — AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP

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