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Live / Registered — Registered and renewed (as of 27 Jul 2025)

What this means for you

Registered since 10 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 10 Mar 2025).

Record

Serial number
86249637
Registration number
4698558
Mark type
Design + words
Filed
11 Apr 2014
Published for opposition
23 Dec 2014
Registered
10 Mar 2015
Next maintenance due
10 Mar 2025
Attorney of record
Alexis M. Hedtke

Goods and services

  • Class 036 — Insurance and financial services: Financial services, namely, investment advice, investment management, investment consultant, investment of funds for others, advice relating to asset allocation, management of investment models, advice relating to sub-investments
  • Class 045 — Legal and security services: Licensing of financial allocation models

Owner

Prosecution history

  • 27 Jul 2025 — NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
  • 27 Jul 2025 — REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
  • 27 Jul 2025 — REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
  • 27 Jul 2025 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
  • 05 Mar 2025 — TEAS SECTION 8 & 9 RECEIVED
  • 10 Mar 2024 — COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
  • 15 Sept 2020 — NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
  • 15 Sept 2020 — REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
  • 15 Sept 2020 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
  • 08 Jul 2020 — TEAS SECTION 8 & 15 RECEIVED
  • 10 Mar 2020 — COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
  • 07 Feb 2020 — ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
  • 07 Feb 2020 — TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
  • 10 Mar 2015 — REGISTERED-PRINCIPAL REGISTER
  • 23 Dec 2014 — OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED

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