INVESTMENTS THAT MAKE A DIFFERENCE

Live / Registered — Registered and renewed (as of 22 Jun 2025)

What this means for you

Registered since 25 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 25 Nov 2024).

Record

Serial number
86234170
Registration number
4644341
Mark type
Stylized text
Filed
27 Mar 2014
Published for opposition
05 Aug 2014
Registered
25 Nov 2014
Next maintenance due
25 Nov 2024
Attorney of record
Richard Sampson

Goods and services

  • Class 036 — Insurance and financial services: Investment advisory services

Owner

Prosecution history

  • 22 Jun 2025 — NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
  • 22 Jun 2025 — REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
  • 22 Jun 2025 — REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
  • 22 Jun 2025 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
  • 15 Jan 2025 — TEAS SECTION 8 & 9 RECEIVED
  • 25 Nov 2023 — COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
  • 21 May 2020 — NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
  • 21 May 2020 — REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
  • 19 May 2020 — TEAS RESPONSE TO OFFICE ACTION-POST REG RECEIVED
  • 01 May 2020 — POST REGISTRATION ACTION MAILED - SEC. 8 & 15
  • 30 Apr 2020 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
  • 15 Apr 2020 — AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
  • 06 Mar 2020 — TEAS SECTION 8 & 15 RECEIVED
  • 25 Nov 2019 — COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
  • 30 Aug 2017 — AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP

View this trademark record on Marksy