BUILD YOUR WEALTH WITH US

Live / Registered — Registered and renewed (as of 27 Feb 2026)

What this means for you

Registered since 08 Dec 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 08 Dec 2025).

Record

Serial number
86544554
Registration number
4865755
Mark type
Stylized text
Filed
24 Feb 2015
Published for opposition
28 Jul 2015
Registered
08 Dec 2015
Next maintenance due
08 Dec 2025
Attorney of record
Ryan S. Hilbert

Goods and services

  • Class 036 — Insurance and financial services: Financial advisory and consultancy services, namely, Investment Advice; Financial planning, namely, Investment Advice

Owner

Prosecution history

  • 27 Feb 2026 — NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
  • 27 Feb 2026 — REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
  • 27 Feb 2026 — REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
  • 27 Feb 2026 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
  • 02 Dec 2025 — TEAS SECTION 8 & 9 RECEIVED
  • 08 Dec 2024 — COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
  • 08 May 2023 — APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
  • 08 May 2023 — TEAS CHANGE OF CORRESPONDENCE RECEIVED
  • 08 May 2023 — ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
  • 08 May 2023 — TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
  • 08 May 2023 — TEAS CHANGE OF OWNER ADDRESS RECEIVED
  • 06 Dec 2021 — TEAS CHANGE OF CORRESPONDENCE RECEIVED
  • 06 Dec 2021 — ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
  • 06 Dec 2021 — TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
  • 22 Mar 2021 — NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED

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