BALANCING YOUR LIFE, WEALTH, AND LEGACY

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

What this means for you

Registered since 11 Nov 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 11 Nov 2024).

Record

Serial number
86210617
Registration number
4636207
Mark type
Stylized text
Filed
04 Mar 2014
Published for opposition
26 Aug 2014
Registered
11 Nov 2014
Next maintenance due
11 Nov 2024

Goods and services

  • Class 036 — Insurance and financial services: Advisory services in the field of employee benefits for group healthcare and business insurance offered to employees in addition to standard benefits such as medical, dental, life insurance including short term disability, long term disability, cancer insurance, accidental death and dismemberment; Estate planning; Financial advisory and consultancy services, namely, the creation of personalized strategies to achieve financial independence; Financial investment in the field of financial and investment planning for individuals, namely, estate planning, college funding, retirement planning, mutual funds, variable annuities, and asset allocation; Financial planning, namely, executive benefit plans, key person insurance, and buy-sell funding; Financial trust planning; Insurance consulting in the field of life, health, disability, long-term care, variable universal life, annuities and Medicare supplements for individuals; Insurance services, namely, insurance eligibility review and verification and consultation in the employee benefits industry; Providing information in the field of employee financial benefit plans

Owner

Prosecution history

  • 07 Mar 2025 — NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
  • 07 Mar 2025 — REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
  • 07 Mar 2025 — REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
  • 07 Mar 2025 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
  • 01 Nov 2024 — TEAS SECTION 8 & 9 RECEIVED
  • 11 Nov 2023 — COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
  • 18 Nov 2020 — NOTICE OF ACCEPTANCE OF SEC. 8 - E-MAILED
  • 18 Nov 2020 — REGISTERED - SEC. 8 (6-YR) ACCEPTED
  • 18 Nov 2020 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
  • 02 Sept 2020 — TEAS SECTION 8 RECEIVED
  • 11 Nov 2019 — COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
  • 11 Nov 2014 — REGISTERED-PRINCIPAL REGISTER
  • 26 Aug 2014 — OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
  • 26 Aug 2014 — PUBLISHED FOR OPPOSITION
  • 06 Aug 2014 — NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED

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