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Live / Registered — Registered and renewed (as of 07 Aug 2025)

What this means for you

Registered since 07 Apr 2015. 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 07 Apr 2025).

Record

Serial number
86093667
Registration number
4717383
Mark type
Stylized text
Filed
17 Oct 2013
Published for opposition
11 Mar 2014
Registered
07 Apr 2015
Next maintenance due
07 Apr 2025
Attorney of record
Gregory M. Stone

Goods and services

  • Class 036 — Insurance and financial services: Financial and investment services, namely, management and brokerage in the fields of stocks, bonds, options, commodities, futures and other securities, and the investment of funds of others; Financial planning; Financial services, namely, wealth management services

Owner

Prosecution history

  • 07 Aug 2025 — NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
  • 07 Aug 2025 — REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
  • 07 Aug 2025 — REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
  • 07 Aug 2025 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
  • 21 Mar 2025 — TEAS SECTION 8 & 9 RECEIVED
  • 07 Apr 2024 — COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
  • 06 Aug 2021 — NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
  • 06 Aug 2021 — REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
  • 06 Aug 2021 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
  • 07 Apr 2021 — TEAS SECTION 8 & 15 RECEIVED
  • 07 Apr 2020 — COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
  • 07 Apr 2015 — REGISTERED-PRINCIPAL REGISTER
  • 03 Mar 2015 — NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
  • 02 Mar 2015 — ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
  • 25 Feb 2015 — STATEMENT OF USE PROCESSING COMPLETE

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