REZFIN

Live / Registered — Registered — Section 8 accepted (as of 16 Apr 2022)

What this means for you

Registered since 22 Dec 2015. The owner can stop confusingly similar uses in the classes it covers.

Record

Serial number
86317443
Registration number
4875252
Mark type
Stylized text
Filed
23 Jun 2014
Published for opposition
28 Apr 2015
Registered
22 Dec 2015

Goods and services

  • Class 036 — Insurance and financial services: Financial advice and consultancy services; Financial asset management; Financial planning and investment advisory services; Financial planning for retirement; Financial planning services, namely, developing and managing charitable giving programs on behalf of wealthy individuals or families; Financial planning, namely, the creation of personalized strategies to achieve financial independence; Financial portfolio analysis services; Financial portfolio management; Financial services, namely, a total portfolio offering for high net worth clients consisting of both separate accounts and mutual funds for equity and fixed income investments; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; Financial services, namely, wealth management services; Financial trust planning; Investment management

Owner

Prosecution history

  • 31 Mar 2026 — POST REGISTRATION ACTION MAILED - SEC. 8 & 9
  • 10 Mar 2026 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
  • 17 Dec 2025 — TEAS SECTION 8 & 9 RECEIVED
  • 22 Dec 2024 — COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
  • 16 Apr 2022 — NOTICE OF ACCEPTANCE OF SEC. 8 - E-MAILED
  • 16 Apr 2022 — REGISTERED - SEC. 8 (6-YR) ACCEPTED
  • 16 Apr 2022 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
  • 25 Oct 2021 — TEAS SECTION 8 RECEIVED
  • 22 Dec 2020 — COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
  • 08 Jun 2020 — APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
  • 08 Jun 2020 — TEAS CHANGE OF CORRESPONDENCE RECEIVED
  • 08 Jun 2020 — ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
  • 08 Jun 2020 — TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
  • 08 Jun 2020 — TEAS CHANGE OF OWNER ADDRESS RECEIVED
  • 11 Jun 2019 — APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED

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