FOCUS ON WHAT COUNTS

Live / Registered — Registered — Sections 8 & 15 accepted and acknowledged (as of 10 Jun 2022)

What this means for you

Registered since 15 Nov 2016. The owner can stop confusingly similar uses in the classes it covers.

Record

Serial number
86672809
Registration number
5083135
Mark type
Stylized text
Filed
24 Jun 2015
Published for opposition
15 Dec 2015
Registered
15 Nov 2016
Attorney of record
Peter Nussbaum

Goods and services

  • Class 036 — Insurance and financial services: Advice relating to investments; Consulting pertaining to business valuations; Estate trust planning; Estate trust management; Financial advice, namely, budget planning; Financial consulting and advising in the field of mergers and acquisitions; Financial evaluation, tracking, analysis, forecasting, consultancy, advisory and research services relating to securities and other financial instruments; Financial planning, consulting and management services; Financial services, namely, wealth management services

Owner

Prosecution history

  • 15 Nov 2025 — COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
  • 14 Apr 2025 — ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY
  • 26 Jan 2023 — TEAS CHANGE OF CORRESPONDENCE RECEIVED
  • 26 Jan 2023 — ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
  • 26 Jan 2023 — TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
  • 10 Jun 2022 — NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
  • 10 Jun 2022 — REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
  • 10 Jun 2022 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
  • 22 Dec 2021 — TEAS SECTION 8 & 15 RECEIVED
  • 15 Nov 2021 — COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
  • 10 Nov 2021 — ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY
  • 15 Nov 2016 — REGISTERED-PRINCIPAL REGISTER
  • 12 Oct 2016 — NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
  • 11 Oct 2016 — ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
  • 23 Sept 2016 — STATEMENT OF USE PROCESSING COMPLETE

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