OUTWARDLY SIMPLE. INWARDLY SOPHISTICATED.

Live / Registered — Registered and renewed (as of 24 Oct 2024)

What this means for you

Registered since 21 Oct 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 21 Oct 2024).

Record

Serial number
86209016
Registration number
4624169
Mark type
Stylized text
Filed
03 Mar 2014
Published for opposition
05 Aug 2014
Registered
21 Oct 2014
Next maintenance due
21 Oct 2024
Attorney of record
David M. Kelly

Goods and services

  • Class 036 — Insurance and financial services: Financial services, specifically, mutual fund investment services, and financial planning and portfolio management services regarding retirement investments and plans

Owner

Prosecution history

  • 24 Oct 2024 — NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
  • 24 Oct 2024 — REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
  • 24 Oct 2024 — REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
  • 24 Oct 2024 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
  • 29 Jul 2024 — TEAS SECTION 8 & 9 RECEIVED
  • 21 Oct 2023 — COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
  • 16 Jan 2021 — NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
  • 16 Jan 2021 — REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
  • 16 Jan 2021 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
  • 13 Oct 2020 — TEAS SECTION 8 & 15 RECEIVED
  • 21 Oct 2019 — COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
  • 07 Sept 2018 — TEAS CHANGE OF CORRESPONDENCE RECEIVED
  • 12 Jan 2018 — ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
  • 12 Jan 2018 — TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
  • 21 Oct 2014 — REGISTERED-PRINCIPAL REGISTER

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