ADVISORS WHO LISTEN

Live / Registered — Registered and renewed (as of 10 Jul 2024)

What this means for you

Registered since 03 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 03 Mar 2025).

Record

Serial number
86218224
Registration number
4697197
Mark type
Stylized text
Filed
11 Mar 2014
Published for opposition
22 Jul 2014
Registered
03 Mar 2015
Next maintenance due
03 Mar 2025
Attorney of record
Cobby J Shereff

Goods and services

  • Class 036 — Insurance and financial services: FINANCIAL ADVISORY AND CONSULTANCY SERVICES; FINANCIAL PORTFOLIO ANALYSIS SERVICES; INVESTMENT MANAGEMENT

Owner

Prior registrations

Prosecution history

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

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