YOUR PRACTICE, YOUR WAY
Live / Registered — Registered and renewed (as of 30 Sept 2025)
What this means for you
Registered since 31 May 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 31 May 2026).
Record
- Serial number
- 86725965
- Registration number
- 4967872
- Mark type
- Stylized text
- Filed
- 14 Aug 2015
- Published for opposition
- 15 Mar 2016
- Registered
- 31 May 2016
- Next maintenance due
- 31 May 2026
- Attorney of record
- Peter W. Becker
Goods and services
- Class 035 — Advertising and business services: Business management consulting for investment adviser professionals; compliance monitoring for investment adviser professionals to ensure compliance with federal and state regulations for account auditing purposes; business marketing services for registered investment advisers; business succession planning for investment adviser professionals; back office services for investment advisor professionals, namely, audit support document review and submission, marketing, cashiering in the form of bookkeeping and bill paying, and portfolio account reconciliation on behalf of others
- Class 036 — Insurance and financial services: Investment advisory services; financial portfolio management
- Class 042 — Scientific and technological services: Computer software consulting in fields of investment adviser services management and reporting, digital telephone systems, investment adviser tools, secure and redundant backup systems; technological consulting regarding computer hardware systems in fields of investment adviser services management and reporting, digital telephone systems, investment adviser tools, secure and redundant backup systems
Owner
Prosecution history
- 30 Sept 2025 — NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
- 30 Sept 2025 — REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
- 30 Sept 2025 — REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
- 30 Sept 2025 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
- 05 Jun 2025 — TEAS SECTION 8 & 9 RECEIVED
- 01 Jun 2025 — COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
- 25 Sept 2021 — NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
- 25 Sept 2021 — REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
- 25 Sept 2021 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
- 11 Jun 2021 — TEAS SECTION 8 & 15 RECEIVED
- 31 May 2021 — COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
- 31 May 2016 — REGISTERED-PRINCIPAL REGISTER
- 15 Mar 2016 — OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
- 15 Mar 2016 — PUBLISHED FOR OPPOSITION
- 24 Feb 2016 — NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED