PERSONAL FINANCIAL GROUP

Live / Registered — Registered — Sections 8 & 15 accepted and acknowledged (as of 11 Dec 2022)

What this means for you

Registered since 14 Jun 2016. The owner can stop confusingly similar uses in the classes it covers.

Record

Serial number
86764794
Registration number
4976850
Mark type
Design + words
Filed
22 Sept 2015
Published for opposition
29 Mar 2016
Registered
14 Jun 2016
Attorney of record
Mark Brown

Goods and services

  • Class 035 — Advertising and business services: Tax and taxation planning, advice, information and consultancy services
  • Class 036 — Insurance and financial services: Credit and financial consultation; Estate planning; Estate trust planning; Financial planning; Financial planning consultation; Financial planning for retirement; Financial planning services, namely, developing and managing charitable giving programs on behalf of wealthy individuals or families

Owner

Prosecution history

  • 14 Jun 2025 — COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
  • 11 Dec 2022 — NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
  • 11 Dec 2022 — REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
  • 11 Dec 2022 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
  • 30 May 2022 — TEAS SECTION 8 & 15 RECEIVED
  • 14 Jun 2021 — COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
  • 14 Jun 2016 — REGISTERED-PRINCIPAL REGISTER
  • 29 Mar 2016 — OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
  • 29 Mar 2016 — PUBLISHED FOR OPPOSITION
  • 09 Mar 2016 — NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
  • 25 Feb 2016 — LAW OFFICE PUBLICATION REVIEW COMPLETED
  • 22 Feb 2016 — ASSIGNED TO LIE
  • 21 Jan 2016 — APPROVED FOR PUB - PRINCIPAL REGISTER
  • 19 Jan 2016 — PRELIMINARY/VOLUNTARY AMENDMENT - ENTERED
  • 19 Jan 2016 — TEAS VOLUNTARY AMENDMENT RECEIVED

View this trademark record on Marksy