CHARTING YOUR COURSE TO FINANCIAL SECURITY

Live / Registered — Registered — Sections 8 & 15 accepted and acknowledged (as of 03 Mar 2023)

What this means for you

Registered since 16 Feb 2016. The owner can stop confusingly similar uses in the classes it covers.

Record

Serial number
85930435
Registration number
4900056
Mark type
Stylized text
Filed
13 May 2013
Published for opposition
01 Dec 2015
Registered
16 Feb 2016

Goods and services

  • Class 036 — Insurance and financial services: Financial advisory, planning, and consultancy services, namely, to assist in the creation of personalized wealth management strategies and the implementation of the personalized wealth management strategies

Owner

Prosecution history

  • 16 Feb 2026 — TEAS SECTION 8 & 9 RECEIVED
  • 16 Feb 2025 — COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
  • 03 Mar 2023 — NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
  • 03 Mar 2023 — REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
  • 03 Mar 2023 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
  • 26 Oct 2022 — AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
  • 16 Aug 2022 — TEAS SECTION 8 & 15 RECEIVED
  • 16 Feb 2021 — COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
  • 16 Feb 2016 — REGISTERED-PRINCIPAL REGISTER
  • 01 Dec 2015 — OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
  • 01 Dec 2015 — PUBLISHED FOR OPPOSITION
  • 11 Nov 2015 — NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
  • 29 Oct 2015 — LAW OFFICE PUBLICATION REVIEW COMPLETED
  • 29 Oct 2015 — APPROVED FOR PUB - PRINCIPAL REGISTER
  • 02 Oct 2015 — TEAS/EMAIL CORRESPONDENCE ENTERED

View this trademark record on Marksy