[AB]

Live / Registered — Registered and renewed (as of 08 Oct 2025)

What this means for you

Registered since 16 Jun 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 16 Jun 2025).

Record

Serial number
86252720
Registration number
4757310
Mark type
Design + words
Filed
15 Apr 2014
Published for opposition
11 Nov 2014
Registered
16 Jun 2015
Next maintenance due
16 Jun 2025
Attorney of record
Stephanie Scruggs

Goods and services

  • Class 036 — Insurance and financial services: Financial services, namely, financial consultancy services; management of public and private equity funds; investment management services; investment consulting services for others; stock and securities brokerage services; financial research services; financial analysis; providing financial information and advice; financial planning; investment advice; investment consultation; wealth management; mutual fund management; provision of investment analysis services; investment management and research in the area of portfolio strategy and fundamental research on industry sectors and U.S. and foreign public companies

Owner

Prior registrations

Prosecution history

  • 08 Oct 2025 — NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
  • 08 Oct 2025 — REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
  • 08 Oct 2025 — REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
  • 06 Oct 2025 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
  • 12 Jun 2025 — TEAS SECTION 8 & 9 RECEIVED
  • 11 Mar 2025 — TEAS CHANGE OF CORRESPONDENCE RECEIVED
  • 11 Mar 2025 — ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
  • 11 Mar 2025 — TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
  • 16 Jan 2025 — TEAS CHANGE OF CORRESPONDENCE RECEIVED
  • 16 Jan 2025 — ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
  • 16 Jan 2025 — TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
  • 16 Jun 2024 — COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
  • 11 Aug 2021 — NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
  • 11 Aug 2021 — REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
  • 11 Aug 2021 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL

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