EMPOWERING FINANCIAL WELLNESS

Live / Registered — Registered (as of 27 Oct 2025)

What this means for you

Registered since 24 May 2016. The owner can stop confusingly similar uses in the classes it covers.

Record

Serial number
86751199
Registration number
4963458
Mark type
Stylized text
Filed
09 Sept 2015
Published for opposition
08 Mar 2016
Registered
24 May 2016

Goods and services

  • Class 036 — Insurance and financial services: Advice relating to investments; Brokerage in the field of Life, Health, and Long Term Care Insurance; Credit and financial consultation; Financial advice; Financial advice and consultancy services; Financial advice, namely, budget planning; Financial advisory and consultancy services, namely, Socially Responsible Investing; Financial and investment services, namely, asset and investment acquisition, consultation, advisory and development; Financial and investment services, namely, management and brokerage in the fields of stocks, bonds, options, commodities, futures and other securities, and the investment of funds of others; Financial asset management; Financial consultancy and insurance consultancy; Financial consultation; Financial consulting services, namely, expert analysis in finance; Financial counseling services, namely, helping others build a better working relationship with their money; Financial due diligence; Financial evaluation for insurance purposes; Financial forecasting; Financial information; Financial information and advisory services; Financial investment analysis and stock research; Financial investment brokerage; Financial investment brokerage services; Financial investment in the field of Socially Responsible Investing; Financial management; Financial management via the Internet; Financial planning; Financial planning and investment advisory services; Financial planning consultation; Financial planning for retirement; Financial planning services, namely, developing and managing charitable giving programs on behalf of wealthy individuals or families; Financial portfolio analysis services; Financial portfolio management; Financial retirement plan consulting services; Financial risk assessment services; Financial services in the nature of an investment security; Financial services, namely, a total portfolio offering for high net worth clients consisting of both separate accounts and mutual funds for equity and fixed income investments; Financial services, namely, broker/dealer services on securities exchanges and over-the-counter markets; Financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; Financial services, namely, estate settlement services; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; Financial services, namely, mortgage planning; Financial services, namely, providing an investment option available for variable annuity and variable life insurance products; Financial services, namely, savings programs for youths; Financial services, namely, wealth management services; Financial trust planning; Insurance agencies; Insurance agency and brokerage; Insurance and financial information and consultancy services; Insurance brokerage; Insurance brokerage services; Insurance consultancy; Insurance consultation; Insurance information; Insurance information and consultancy; Insurance services, namely, underwriting, issuing and administration of life insurance; Investment advice; Life insurance brokerage; On-line financial planning services; Providing a web site featuring personal financial information and financial advice; Providing a website featuring educational information in the field of business insurance; Providing an interactive website featuring advice and information in the field of collegiate scholarships; Providing financial information; Providing financial information via a web site; Providing financial services with respect to securities and other financial instruments and products, namely, money management services; Providing financial services with respect to securities and other financial instruments and products, namely, providing financial market news and commentary; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement; Providing information and research in the field of finance and financial investments; Providing information in insurance matters; Providing information in the field of financial stock and equity markets; Providing information regarding workers' compensation insurance policy rates; Providing insurance premium rate quotes via on-line, telephone and mail means; Providing investors with financial information; Providing on-line financial calculators; Provision of financial information; Provision of financial information relating to the finance industry involved in environmentally focused investments

Owner

Prosecution history

  • 28 Oct 2025 — POST REGISTRATION ACTION MAILED - SEC. 7
  • 27 Oct 2025 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
  • 09 Oct 2025 — OTQR WITHDRAWAL FROM PUBLICATION
  • 18 Aug 2025 — POST REGISTRATION ACTION CORRECTION
  • 11 Aug 2025 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
  • 24 May 2025 — COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
  • 01 Apr 2025 — TEAS SECTION 7 REQUEST RECEIVED
  • 02 Aug 2023 — ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY
  • 20 Apr 2023 — NOTICE OF ACCEPTANCE OF SEC. 8 - E-MAILED
  • 20 Apr 2023 — REGISTERED - SEC. 8 (6-YR) ACCEPTED
  • 18 Apr 2023 — TEAS RESPONSE TO OFFICE ACTION-POST REG RECEIVED
  • 17 Apr 2023 — POST REGISTRATION ACTION MAILED - SEC. 8
  • 17 Apr 2023 — POST REGISTRATION ACTION MAILED - SEC. 8
  • 13 Apr 2023 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
  • 06 Sept 2022 — TEAS SECTION 8 RECEIVED

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