TO SERVE AND IMPROVE THE LIVES OF OUR CLIENTS, OUR COLLEAGUES, AND OUR COMMUNITY

Live / Registered — Registered — Sections 8 & 15 accepted and acknowledged (as of 10 Jun 2022)

What this means for you

Registered since 22 Mar 2016. The owner can stop confusingly similar uses in the classes it covers.

Record

Serial number
86501930
Registration number
4924071
Mark type
Stylized text
Filed
13 Jan 2015
Published for opposition
02 Jun 2015
Registered
22 Mar 2016
Attorney of record
Briana R. Falcon

Goods and services

  • Class 036 — Insurance and financial services: Financial planning and investment advisory services; Financial services, namely, wealth management services

Owner

Prosecution history

  • 02 Oct 2025 — TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS
  • 02 Oct 2025 — TEAS CHANGE OF CORRESPONDENCE RECEIVED
  • 02 Oct 2025 — ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
  • 02 Oct 2025 — TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
  • 02 Oct 2025 — APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
  • 02 Oct 2025 — TEAS CHANGE OF OWNER ADDRESS RECEIVED
  • 22 Mar 2025 — COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
  • 29 Jan 2025 — AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
  • 13 Nov 2024 — AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
  • 02 Oct 2024 — ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY
  • 10 Jun 2022 — NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
  • 10 Jun 2022 — REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
  • 10 Jun 2022 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
  • 22 Dec 2021 — TEAS SECTION 8 & 15 RECEIVED
  • 22 Mar 2021 — COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED

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