GIVING WITH CLARITY

Live / Registered — Registered and renewed (as of 05 Aug 2025)

What this means for you

Registered since 17 Mar 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 17 Mar 2025).

Record

Serial number
86124026
Registration number
4704844
Mark type
Stylized text
Filed
20 Nov 2013
Published for opposition
15 Apr 2014
Registered
17 Mar 2015
Next maintenance due
17 Mar 2025
Attorney of record
Molly T. Eichten

Goods and services

  • Class 036 — Insurance and financial services: Estate planning; financial advice and consultancy services; financial investment brokerage; financial planning and investment advisory services; financial planning consultation; financial portfolio analysis services; financial portfolio management

Owner

Prior registrations

Prosecution history

  • 05 Aug 2025 — NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
  • 05 Aug 2025 — REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
  • 05 Aug 2025 — REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
  • 05 Aug 2025 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
  • 18 Mar 2025 — TEAS SECTION 8 & 9 RECEIVED
  • 07 Nov 2024 — TEAS CHANGE OF CORRESPONDENCE RECEIVED
  • 07 Nov 2024 — ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
  • 07 Nov 2024 — TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
  • 07 Nov 2024 — APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
  • 07 Nov 2024 — TEAS CHANGE OF OWNER ADDRESS RECEIVED
  • 17 Mar 2024 — COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
  • 22 Jun 2020 — NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
  • 22 Jun 2020 — REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
  • 22 Jun 2020 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
  • 22 Apr 2020 — TEAS SECTION 8 & 15 RECEIVED

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