FINANCIAL STORIES
Live / Registered — Registered and renewed (as of 17 Oct 2025)
What this means for you
Registered since 20 Jan 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 20 Jan 2025).
Record
- Serial number
- 86133619
- Registration number
- 4674005
- Mark type
- Stylized text
- Filed
- 03 Dec 2013
- Published for opposition
- 04 Nov 2014
- Registered
- 20 Jan 2015
- Next maintenance due
- 20 Jan 2025
- Attorney of record
- George A. Smith, Jr.
Goods and services
- Class 009 — Scientific and electric apparatus: Computer software that provides web-based access to applications and services through a web operating system or portal interface
- Class 036 — Insurance and financial services: [ Consulting services on financial planning and insurance planning ]
Owner
- THE PENN MUTUAL LIFE INSURANCE COMPANY, Conshohocken, PA, US
- Leap Systems, LLC, Bridgewater, NJ, US
- Leap Systems, LLC, Bridgewater, NJ, US
- Leap Systems, LLC, Bridgewater, NJ, US
Prosecution history
- 17 Oct 2025 — NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
- 17 Oct 2025 — REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
- 17 Oct 2025 — REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
- 17 Oct 2025 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
- 25 Jun 2025 — TEAS SECTION 8 & 9 RECEIVED
- 20 Jan 2024 — COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
- 12 May 2021 — NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
- 12 May 2021 — REGISTERED - PARTIAL SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
- 04 May 2021 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
- 12 Jan 2021 — TEAS SECTION 8 & 15 RECEIVED
- 20 Jan 2020 — COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
- 09 Jan 2019 — AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
- 20 Jan 2015 — REGISTERED-PRINCIPAL REGISTER
- 04 Nov 2014 — OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
- 04 Nov 2014 — PUBLISHED FOR OPPOSITION