INVESTING TO IMPROVE LIVES

Live / Registered — Registered — Sections 8 & 15 accepted and acknowledged (as of 17 Nov 2021)

What this means for you

Registered since 24 May 2016. The owner can stop confusingly similar uses in the classes it covers.

Record

Serial number
86495938
Registration number
4965628
Mark type
Stylized text
Filed
06 Jan 2015
Published for opposition
02 Jun 2015
Registered
24 May 2016
Attorney of record
Jordan Arnot Leahey

Goods and services

  • Class 036 — Insurance and financial services: Financial services, namely, asset, investment, and portfolio management services

Owner

Prosecution history

  • 24 Feb 2026 — TEAS SECTION 8 & 9 RECEIVED
  • 24 May 2025 — COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
  • 15 Mar 2022 — TEAS CHANGE OF CORRESPONDENCE RECEIVED
  • 15 Mar 2022 — ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
  • 15 Mar 2022 — TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
  • 21 Jan 2022 — TEAS CHANGE OF CORRESPONDENCE RECEIVED
  • 21 Jan 2022 — ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
  • 21 Jan 2022 — TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
  • 17 Nov 2021 — NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
  • 17 Nov 2021 — REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
  • 17 Nov 2021 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
  • 18 Aug 2021 — AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
  • 13 Aug 2021 — TEAS SECTION 8 & 15 RECEIVED
  • 24 May 2021 — COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
  • 24 May 2016 — REGISTERED-PRINCIPAL REGISTER

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