ADVICEPERIOD. IT'S THAT SIMPLE.

Live / Registered — Registered and renewed (as of 04 Apr 2025)

What this means for you

Registered since 18 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 18 Nov 2024).

Record

Serial number
86252166
Registration number
4640953
Mark type
Stylized text
Filed
15 Apr 2014
Published for opposition
02 Sept 2014
Registered
18 Nov 2014
Next maintenance due
18 Nov 2024
Attorney of record
Michael A. Williamson

Goods and services

  • Class 036 — Insurance and financial services: Financial planning and investment advisory services; Financial services, namely, wealth management services

Owner

Prosecution history

  • 04 Apr 2025 — NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
  • 04 Apr 2025 — REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
  • 04 Apr 2025 — REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
  • 04 Apr 2025 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
  • 18 Nov 2024 — TEAS SECTION 8 & 9 RECEIVED
  • 18 Nov 2023 — COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
  • 06 Jan 2023 — APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
  • 06 Jan 2023 — TEAS CHANGE OF CORRESPONDENCE RECEIVED
  • 06 Jan 2023 — ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
  • 06 Jan 2023 — TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
  • 06 Jan 2023 — TEAS CHANGE OF OWNER ADDRESS RECEIVED
  • 31 Jan 2020 — NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
  • 31 Jan 2020 — REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
  • 31 Jan 2020 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
  • 04 Dec 2019 — TEAS SECTION 8 & 15 RECEIVED

View this trademark record on Marksy