FINANCIAL HEALTH INDEX

Live / Registered — Registered and renewed (as of 13 Sept 2025)

What this means for you

Registered since 19 May 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 19 May 2025).

Record

Serial number
86320600
Registration number
4741099
Mark type
Stylized text
Filed
25 Jun 2014
Registered
19 May 2015
Next maintenance due
19 May 2025
Attorney of record
Joshua J. Burke

Goods and services

  • Class 036 — Insurance and financial services: Financial analysis, namely, compiling and analyzing statistics, data and other sources of information for financial purposes; Financial planning, namely, the creation of personalized strategies to achieve financial independence; Financial planning; Financial planning consultation; Financial counseling services, namely, helping others build a better working relationship with their money; Financial planning for retirement; Financial consulting services, namely, expert analysis in finance; Providing information in the field of personal finance; Financial advisory and consultancy services, namely, the creation of personalized strategies to achieve financial independence; Financial advice, namely, budget planning; Financial advice; Financial advice and consultancy services; Financial advisory and consultancy services; Financial affairs and monetary affairs, namely, financial information, management and analysis services; Financial analyses; Financial analysis and consultation; Financial consultancy; Financial consultation; Financial consulting; Financial forecasting; Financial information and advisory services; Financial information and evaluations; Financial risk management consultation; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement; Providing information, commentary and advice in the field of finance, financial investments and financial valuations; Strategic financial advisory services; Debt advisory services; Debt counseling services; Debt management consultation; Credit and financial consultation

Owner

Prosecution history

  • 13 Sept 2025 — NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
  • 13 Sept 2025 — REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
  • 13 Sept 2025 — REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
  • 13 Sept 2025 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
  • 14 May 2025 — TEAS SECTION 8 & 9 RECEIVED
  • 19 May 2024 — COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
  • 26 Feb 2021 — NOTICE OF ACCEPTANCE OF SEC. 8 - E-MAILED
  • 26 Feb 2021 — REGISTERED - SEC. 8 (6-YR) ACCEPTED
  • 26 Feb 2021 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
  • 28 Dec 2020 — TEAS SECTION 8 RECEIVED
  • 19 May 2020 — COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
  • 19 May 2015 — REGISTERED-SUPPLEMENTAL REGISTER
  • 13 Apr 2015 — LAW OFFICE PUBLICATION REVIEW COMPLETED
  • 13 Apr 2015 — ASSIGNED TO LIE
  • 24 Mar 2015 — APPROVED FOR REGISTRATION SUPPLEMENTAL REGISTER

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