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Live / Registered — Registered and renewed (as of 22 Jun 2024)

What this means for you

Registered since 13 May 2014. 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 13 May 2024).

Record

Serial number
86008616
Registration number
4530953
Mark type
Stylized text
Filed
12 Jul 2013
Published for opposition
03 Dec 2013
Registered
13 May 2014
Next maintenance due
13 May 2024
Attorney of record
Jason H. Foster

Goods and services

  • Class 035 — Advertising and business services: Tax planning services
  • Class 036 — Insurance and financial services: Strategic financial advisory services; Financial services, namely, wealth management services; Financial planning for retirement; Financial planning and investment advisory services; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others; Financial services, namely, mortgage planning, retirement planning, cash flow planning, estate planning, and insurance planning; financial planning, namely, college savings planning; charitable giving planning, namely, financial planning services in the nature of developing and managing charitable giving programs on behalf of individuals or families

Owner

Prosecution history

  • 22 Jun 2024 — NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
  • 22 Jun 2024 — REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
  • 22 Jun 2024 — REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
  • 22 Jun 2024 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
  • 21 Mar 2024 — TEAS SECTION 8 & 9 RECEIVED
  • 13 May 2023 — COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
  • 12 Jul 2019 — NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
  • 12 Jul 2019 — REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
  • 11 Jul 2019 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
  • 29 May 2019 — TEAS SECTION 8 & 15 RECEIVED
  • 13 May 2019 — COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
  • 13 May 2014 — REGISTERED-PRINCIPAL REGISTER
  • 10 Apr 2014 — NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
  • 09 Apr 2014 — LAW OFFICE REGISTRATION REVIEW COMPLETED
  • 08 Apr 2014 — ASSIGNED TO LIE

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