PLAN. INVEST.  PROTECT.

Live / Registered — Registered — Sections 8 & 15 accepted and acknowledged (as of 01 Feb 2023)

What this means for you

Registered since 16 Aug 2016. The owner can stop confusingly similar uses in the classes it covers.

Record

Serial number
86670006
Registration number
5020303
Mark type
Stylized text
Filed
22 Jun 2015
Published for opposition
31 May 2016
Registered
16 Aug 2016
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, 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

Owner

Prosecution history

  • 16 Aug 2025 — COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
  • 20 May 2025 — NOTICE OF UPDATED REGISTRATION CONFIRMATION EMAILED
  • 25 Apr 2025 — AMENDMENT UNDER SECTION 7 - PROCESSED
  • 21 Apr 2025 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
  • 05 Dec 2024 — TEAS SECTION 7 REQUEST RECEIVED
  • 01 Feb 2023 — NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
  • 01 Feb 2023 — REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
  • 01 Feb 2023 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
  • 14 Jul 2022 — TEAS SECTION 8 & 15 RECEIVED
  • 16 Aug 2021 — COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
  • 16 Aug 2016 — REGISTERED-PRINCIPAL REGISTER
  • 31 May 2016 — OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
  • 31 May 2016 — PUBLISHED FOR OPPOSITION
  • 11 May 2016 — NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
  • 23 Apr 2016 — LAW OFFICE PUBLICATION REVIEW COMPLETED

View this trademark record on Marksy