POWERED BY PLANNING

Live / Registered — Registered and renewed (as of 23 Oct 2025)

What this means for you

Registered since 21 Jun 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 21 Jun 2026).

Record

Serial number
86759924
Registration number
4985407
Mark type
Stylized text
Filed
17 Sept 2015
Published for opposition
09 Feb 2016
Registered
21 Jun 2016
Next maintenance due
21 Jun 2026
Attorney of record
Steven C. Sereboff

Goods and services

  • Class 036 — Insurance and financial services: Advice relating to investments; Advisory services relating to credit and debit control, investment, grants and financing of loans; Arranging of loans; Banking and financing services; Banking consultation; Capital investment consulting; Capital investment services; Consultancy of capital investment; Consulting and information concerning insurance; Credit and financial consultation; Estate planning; Estate trust management; Estate trust planning; Fiduciary representatives; Fiduciary services, namely, fiduciary representative services; Financial advice; Financial advice and consultancy services; Financial advisory and consultancy services; 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; Financial consultancy and insurance consultancy; Financial evaluation, tracking, analysis, forecasting, consultancy, advisory and research services relating to securities and other financial instruments; Financial management; Financial planning; Financial planning for retirement; Financial portfolio management; Financial retirement plan consulting services; 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, administration of transactions involving funds drawn from securities, stocks, funds, equities, bonds, cash, or other types of financial investments in retirement plans using a check or negotiable order of withdrawal over a global data network; 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, providing an investment option available for variable annuity and variable life insurance products; Financial services, namely, wealth management services; Financial trust administration; Financial trust planning; Foreign exchange information services; Foreign exchange transactions; Information, advisory, consultancy and research services relating to finance and investments; Insurance and financial information and consultancy services; Investment advisory services; Investment banking services; Investment consultancy; Investment management; Investment of funds; Investment of funds for others; Management of portfolios comprising securities; Management of portfolios of transferable securities; Management of private equity funds; Management of securities portfolios; Money wiring services; Private equity consultant services; Providing financial information; 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, trading of and investments in securities and financial instruments and products for others; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement; Providing information in insurance matters; Providing information in the field of finance; Providing information in the field of personal finance; Providing information, commentary and advice in the field of finance, financial investments and financial valuations; Trust management accounts; Trust services, namely, investment and trust company services

Owner

Prosecution history

  • 23 Oct 2025 — NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
  • 23 Oct 2025 — REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
  • 23 Oct 2025 — REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
  • 20 Oct 2025 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
  • 01 Jul 2025 — TEAS SECTION 8 & 9 RECEIVED
  • 21 Jun 2025 — COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
  • 12 May 2022 — NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
  • 12 May 2022 — REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
  • 10 May 2022 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
  • 16 Nov 2021 — TEAS SECTION 8 & 15 RECEIVED
  • 21 Jun 2021 — COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
  • 21 Jun 2016 — REGISTERED-PRINCIPAL REGISTER
  • 18 May 2016 — NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
  • 17 May 2016 — ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
  • 16 May 2016 — STATEMENT OF USE PROCESSING COMPLETE

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