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Live / Registered — Registered and renewed (as of 19 Aug 2026)

What this means for you

Registered since 28 Jun 2016. 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 28 Jun 2026).

Record

Serial number
86601230
Registration number
4986463
Mark type
Design + words
Filed
17 Apr 2015
Published for opposition
12 Apr 2016
Registered
28 Jun 2016
Next maintenance due
28 Jun 2026
Attorney of record
Catherine H. Stockell

Goods and services

  • Class 036 — Insurance and financial services: Financial and insurance services, namely, insurance underwriting, brokerage and administration in the field of [ life, ] health, disability, annuities, and employee benefits insurance; insurance underwriting, brokerage and administration in the field of stop loss insurance; mutual fund and investment brokerage; financial risk management; financial administration of retirement, employee benefits concerning insurance and finance, [ and annuity plans and programs; ] retirement funds investment services; providing financial information in the field of retirement planning; investment services, in the nature of asset management services, cash management, financial management, and financial portfolio management; investment management services; securities brokerage services; mutual fund investment services; financial planning services [ ; reinsurance underwriting services ]
  • Class 042 — Scientific and technological services: Providing temporary use of non-downloadable software that allows users to organize, integrate and manage on one comprehensive digital platform their personal finances for purposes of personal financial, retirement, investment, and insurance planning

Owner

Prosecution history

  • 19 Aug 2026 — NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
  • 19 Aug 2026 — REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
  • 19 Aug 2026 — REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
  • 19 Aug 2026 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
  • 24 Jun 2026 — TEAS SECTION 8 & 9 RECEIVED
  • 28 Jun 2025 — COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
  • 10 Jan 2023 — NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
  • 10 Jan 2023 — REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
  • 27 Dec 2022 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
  • 13 Jun 2022 — TEAS SECTION 8 & 15 RECEIVED
  • 28 Jun 2021 — COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
  • 28 Jun 2016 — REGISTERED-PRINCIPAL REGISTER
  • 12 Apr 2016 — OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
  • 12 Apr 2016 — PUBLISHED FOR OPPOSITION
  • 23 Mar 2016 — NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED

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