WEALTH DESIGNED. LIFE DEFINED.

Live / Registered — Registered and renewed (as of 17 Oct 2023)

What this means for you

Registered since 02 Sept 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 02 Sept 2024).

Record

Serial number
86185110
Registration number
4597093
Mark type
Stylized text
Filed
05 Feb 2014
Published for opposition
17 Jun 2014
Registered
02 Sept 2014
Next maintenance due
02 Sept 2024
Attorney of record
Grayson J. Derrick

Goods and services

  • Class 035 — Advertising and business services: [ Tax planning services ]
  • Class 036 — Insurance and financial services: Financial services, namely, financial planning, investment management, financial risk management, and estate planning services

Owner

Prosecution history

  • 17 Oct 2023 — NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
  • 17 Oct 2023 — REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
  • 17 Oct 2023 — REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
  • 26 Sept 2023 — TEAS SECTION 8 & 9 RECEIVED
  • 02 Sept 2023 — COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
  • 27 Apr 2020 — NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
  • 27 Apr 2020 — REGISTERED - PARTIAL SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
  • 27 Apr 2020 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
  • 03 Mar 2020 — TEAS SECTION 8 & 15 RECEIVED
  • 02 Sept 2019 — COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
  • 02 Sept 2014 — REGISTERED-PRINCIPAL REGISTER
  • 17 Jun 2014 — OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
  • 17 Jun 2014 — PUBLISHED FOR OPPOSITION
  • 28 May 2014 — NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
  • 13 May 2014 — APPROVED FOR PUB - PRINCIPAL REGISTER

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