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Live / Registered — Registered — Sections 8 & 15 accepted and acknowledged (as of 10 Feb 2023)

What this means for you

Registered since 02 Aug 2016. The owner can stop confusingly similar uses in the classes it covers.

Record

Serial number
86739712
Registration number
5011274
Mark type
Stylized text
Filed
27 Aug 2015
Published for opposition
17 May 2016
Registered
02 Aug 2016
Attorney of record
Susan Neuberger Weller

Goods and services

  • Class 036 — Insurance and financial services: mutual fund investment services; administration and distribution of investment products, namely, mutual funds, variable insurance trusts, money market funds, fixed income products, equities, separately managed accounts, funds for education, and stock, balanced, and asset allocation funds; investment management services; investment advisory services; wealth management services; financial analysis; retirement fund investment services; administration of savings accounts for education; administration of employee benefit plans concerning insurance and finance, administration of defined benefit plans concerning insurance and finance, and administration of defined contribution plans concerning insurance and finance and financial administration of employee pension plans; providing information in the field of employee financial benefit plans, providing information in the field of financial planning for retirement; providing financial and investment information

Owner

Prosecution history

  • 02 Aug 2025 — COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
  • 10 Feb 2023 — NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
  • 10 Feb 2023 — REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
  • 10 Feb 2023 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
  • 26 Jul 2022 — TEAS SECTION 8 & 15 RECEIVED
  • 02 Aug 2021 — COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
  • 20 Jul 2021 — TEAS CHANGE OF CORRESPONDENCE RECEIVED
  • 20 Jul 2021 — ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
  • 20 Jul 2021 — TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
  • 05 May 2020 — APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
  • 05 May 2020 — TEAS CHANGE OF CORRESPONDENCE RECEIVED
  • 05 May 2020 — ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
  • 05 May 2020 — TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
  • 05 May 2020 — TEAS CHANGE OF OWNER ADDRESS RECEIVED
  • 02 Aug 2016 — REGISTERED-PRINCIPAL REGISTER

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