LIFESTYLE. LEGACY. PHILANTHROPY.

Dead / Cancelled — Cancelled — Section 8 (as of 08 Nov 2024)

What this means for you

This registration has been cancelled; it no longer blocks anyone on its own. The name may be available, but check before relying on it — rights can also come from actual use, not only from the register.

Record

Serial number
85934322
Registration number
4523323
Mark type
Stylized text
Filed
16 May 2013
Published for opposition
29 Oct 2013
Registered
29 Apr 2014
Attorney of record
Shannon Marie McKeon

Goods and services

  • Class 009 — Scientific and electric apparatus: Downloadable electronic documents in the fields of wealth management, financial planning, estate planning, gift planning, retirement planning, investment management, risk management, asset management, family governance and education, community involvement, and philanthropy; [ computer software for addressing questions and considerations in the fields of wealth management, financial planning, estate planning, gift planning, retirement planning, investment management, risk management, asset management, family governance and education, community involvement, and philanthropy; downloadable computer software for addressing questions and considerations in the fields of wealth management, financial planning, estate planning, gift planning, retirement planning, investment management, risk management, asset management, family governance and education, community involvement, and philanthropy; ] downloadable software in the nature of a mobile application for addressing questions and considerations in the fields of wealth management, financial planning, estate planning, gift planning, retirement planning, investment management, risk management, asset management, family governance and education, community involvement, and philanthropy
  • Class 016 — Paper goods and printed matter: Printed informational materials in the fields of wealth management, financial planning, estate planning, gift planning, retirement planning, investment management, risk management, asset management, family governance and education, community involvement, and philanthropy
  • Class 035 — Advertising and business services: Tax return preparation; tax planning advice, information and consultancy services
  • Class 036 — Insurance and financial services: Wealth management, financial planning, estate planning, gift planning, retirement planning, investment management, and financial asset management; financial consultancy services concerning family governance, family education, community service, and philanthropy service; risk management consultation; financial advisory and consultancy services; insurance consultancy services

Owner

Prosecution history

  • 08 Nov 2024 — CANCELLED SEC. 8 (10-YR)/EXPIRED SECTION 9
  • 29 Apr 2023 — COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
  • 22 Sept 2021 — AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
  • 22 Oct 2019 — NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
  • 22 Oct 2019 — REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
  • 22 Oct 2019 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
  • 24 Sept 2019 — TEAS SECTION 8 & 15 RECEIVED
  • 29 Apr 2019 — COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
  • 29 Apr 2014 — REGISTERED-PRINCIPAL REGISTER
  • 25 Mar 2014 — NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
  • 24 Mar 2014 — LAW OFFICE REGISTRATION REVIEW COMPLETED
  • 24 Mar 2014 — ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
  • 24 Mar 2014 — STATEMENT OF USE PROCESSING COMPLETE
  • 18 Feb 2014 — USE AMENDMENT FILED
  • 21 Mar 2014 — CASE ASSIGNED TO INTENT TO USE PARALEGAL

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