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

What this means for you

Registered since 12 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 12 May 2025).

Record

Serial number
86405184
Registration number
4735017
Mark type
Design + words
Filed
24 Sept 2014
Published for opposition
24 Feb 2015
Registered
12 May 2015
Next maintenance due
12 May 2025
Attorney of record
Peter J. Hardin, Esq.

Goods and services

  • Class 036 — Insurance and financial services: Financial portfolio analysis services; Financial portfolio management

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
  • 15 Jan 2025 — ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY
  • 08 Jan 2025 — ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY
  • 12 May 2024 — COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
  • 16 Jul 2021 — NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
  • 16 Jul 2021 — REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
  • 16 Jul 2021 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
  • 09 Mar 2021 — TEAS SECTION 8 & 15 RECEIVED
  • 12 May 2020 — COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
  • 29 Jan 2020 — AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
  • 22 Jan 2020 — ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY

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