ICLAT

Live / Registered — Registered and renewed (as of 26 Aug 2026)

What this means for you

Registered since 19 Jul 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 19 Jul 2026).

Record

Serial number
86828589
Registration number
5002382
Mark type
Stylized text
Filed
23 Nov 2015
Published for opposition
03 May 2016
Registered
19 Jul 2016
Next maintenance due
19 Jul 2026
Attorney of record
Heather Bond Vargas,

Goods and services

  • Class 036 — Insurance and financial services: financial planning services, namely, developing and managing charitable giving strategies on behalf of individuals, businesses, charitable organizations and local government agencies

Owner

Prosecution history

  • 26 Aug 2026 — NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
  • 26 Aug 2026 — REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
  • 26 Aug 2026 — REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
  • 26 Aug 2026 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
  • 02 Jul 2026 — TEAS SECTION 8 & 9 RECEIVED
  • 20 Jul 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.
  • 09 May 2022 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
  • 12 Nov 2021 — TEAS SECTION 8 & 15 RECEIVED
  • 19 Jul 2021 — COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
  • 19 Jul 2016 — REGISTERED-PRINCIPAL REGISTER
  • 03 May 2016 — OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
  • 03 May 2016 — PUBLISHED FOR OPPOSITION
  • 13 Apr 2016 — NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED

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