LIFE CHANGES. WE MAKE IT EASIER.

Live / Registered — Registered and renewed (as of 07 Aug 2025)

What this means for you

Registered since 31 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 31 Mar 2025).

Record

Serial number
86367895
Registration number
4712259
Mark type
Stylized text
Filed
15 Aug 2014
Published for opposition
13 Jan 2015
Registered
31 Mar 2015
Next maintenance due
31 Mar 2025
Attorney of record
Daniel Ross

Goods and services

  • Class 036 — Insurance and financial services: Advice relating to investments; Annuity services, namely, account and investment administration; Annuity services, namely, account and investment administration and the investment and distribution of annuity funds; Financial and investment services, namely, management and brokerage in the fields of stocks, bonds, options, commodities, futures and other securities, and the investment of funds of others; Financial planning; Financial planning and investment advisory services; Financial planning consultation; Financial planning for retirement; Financial planning, namely, the creation of personalized strategies to achieve financial independence; Financial planning, namely, retirement planning, survivor planning and divorce planning; Financial services in the nature of an investment security; 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, administration of transactions involving funds drawn from securities, stocks, funds, equities, bonds, cash, or other types of financial investments in retirement plans using a check or negotiable order of withdrawal over a global data network; Financial services, namely, administration of transactions involving funds drawn from securities, stocks, funds, equities, bonds, cash, or other types of financial investments in retirement plans using a credit or debit card over a global data network; Financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; 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, investment fund transfer and transaction services; Financial services, namely, operation and management of hedge funds, commodity pools and other collective investment vehicles, and trading for others of securities, options, futures, derivatives, debt instruments and commodities; Financial services, namely, providing an investment option available for variable annuity and variable life insurance products; Fund investment consultation; Investment advice; Investment advisory services; Investment consultation; Investment management; Mutual fund investment; On-line financial planning services

Owner

Prosecution history

  • 07 Aug 2025 — NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
  • 07 Aug 2025 — REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
  • 07 Aug 2025 — REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
  • 29 Jul 2025 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
  • 28 Jul 2025 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
  • 07 Mar 2025 — TEAS SECTION 8 & 9 RECEIVED
  • 31 Mar 2024 — COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
  • 24 Jun 2021 — NOTICE OF ACCEPTANCE OF SEC. 8 - E-MAILED
  • 24 Jun 2021 — REGISTERED - SEC. 8 (6-YR) ACCEPTED
  • 24 Jun 2021 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
  • 10 Mar 2021 — TEAS SECTION 8 RECEIVED
  • 31 Mar 2020 — COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
  • 04 Feb 2020 — APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
  • 04 Feb 2020 — TEAS CHANGE OF OWNER ADDRESS RECEIVED
  • 31 Mar 2015 — REGISTERED-PRINCIPAL REGISTER

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