STRATEGY ASSESSMENT

Live / Registered — Registered — Section 8 accepted (as of 17 May 2023)

What this means for you

Registered since 08 Nov 2016. The owner can stop confusingly similar uses in the classes it covers.

Record

Serial number
86577533
Registration number
5079871
Mark type
Stylized text
Filed
26 Mar 2015
Registered
08 Nov 2016
Attorney of record
Z. Peter Sawicki

Goods and services

  • Class 042 — Scientific and technological services: Software as a service (SAAS) services, namely, hosting software for use by financial services professionals that collects and sorts personal financial data specific to a particular client or individual and allows for the formulation of financial planning options based on specific answers to questions and data provided by clients

Owner

Prosecution history

  • 08 Nov 2025 — COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
  • 17 May 2023 — NOTICE OF ACCEPTANCE OF SEC. 8 - E-MAILED
  • 17 May 2023 — REGISTERED - SEC. 8 (6-YR) ACCEPTED
  • 17 May 2023 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
  • 03 Nov 2022 — TEAS SECTION 8 RECEIVED
  • 08 Nov 2021 — COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
  • 09 Jun 2021 — AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
  • 20 Jan 2020 — TEAS CHANGE OF CORRESPONDENCE RECEIVED
  • 08 Nov 2016 — REGISTERED-SUPPLEMENTAL REGISTER
  • 04 Oct 2016 — LAW OFFICE PUBLICATION REVIEW COMPLETED
  • 29 Sept 2016 — EXPARTE APPEAL TERMINATED
  • 29 Sept 2016 — APPROVED FOR REGISTRATION SUPPLEMENTAL REGISTER
  • 09 Sept 2016 — TEAS/EMAIL CORRESPONDENCE ENTERED
  • 09 Sept 2016 — CORRESPONDENCE RECEIVED IN LAW OFFICE
  • 23 Aug 2016 — TEAS REQUEST FOR RECONSIDERATION RECEIVED

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