YOUR SUCCESS. OUR PRIORITY.

Live / Registered — Registered — Sections 8 & 15 accepted and acknowledged (as of 20 Oct 2021)

What this means for you

Registered since 21 Jun 2016. The owner can stop confusingly similar uses in the classes it covers.

Record

Serial number
86581143
Registration number
4984748
Mark type
Stylized text
Filed
30 Mar 2015
Published for opposition
11 Aug 2015
Registered
21 Jun 2016
Attorney of record
Wesley D. Anderson

Goods and services

  • Class 036 — Insurance and financial services: Financial services, namely, a portfolio offering for clients consisting of advice relating to investments, financial asset management, cash management; financial portfolio management, financial research and financial risk management; provide on-line financial calculators; providing stock/securities market information; mutual fund investment and mutual fund distribution; investment fund transfer and transaction services; portfolio offering for clients consisting of asset management and cash management; retirement planning services, namely, defined retirement benefit services, defined retirement contribution services, providing financial information to educate consumers on aspects of retirement and providing retirement financial planning services

Owner

Prosecution history

  • 18 Nov 2025 — TEAS CHANGE OF CORRESPONDENCE RECEIVED
  • 21 Jun 2025 — COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
  • 23 Dec 2024 — TEAS CHANGE OF CORRESPONDENCE RECEIVED
  • 17 Dec 2024 — TEAS CHANGE OF CORRESPONDENCE RECEIVED
  • 17 Dec 2024 — ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
  • 17 Dec 2024 — 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
  • 20 Oct 2021 — NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
  • 20 Oct 2021 — REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
  • 20 Oct 2021 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
  • 12 Jul 2021 — TEAS SECTION 8 & 15 RECEIVED
  • 21 Jun 2021 — COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
  • 21 Jun 2016 — REGISTERED-PRINCIPAL REGISTER

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