DREAM BIG. INVEST SMART.

Live / Registered — Registered and renewed (as of 27 Nov 2025)

What this means for you

Registered since 26 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 26 Jul 2026).

Record

Serial number
86831724
Registration number
5007178
Mark type
Stylized text
Filed
25 Nov 2015
Published for opposition
10 May 2016
Registered
26 Jul 2016
Next maintenance due
26 Jul 2026
Attorney of record
R. Scott Keller

Goods and services

  • Class 036 — Insurance and financial services: Financial planning and investment advisory services for individuals and companies; financial planning for retirement for individuals and companies; investment management services in the field of stocks, bonds, options, commodities, futures and other securities, individual retirement accounts, and 401K's; advisory services for retirees related to investment of pension payouts and other employment separation compensation

Owner

Prosecution history

  • 27 Nov 2025 — NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
  • 27 Nov 2025 — REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
  • 27 Nov 2025 — REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
  • 27 Nov 2025 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
  • 15 Aug 2025 — TEAS SECTION 8 & 9 RECEIVED
  • 26 Jul 2025 — COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
  • 23 Dec 2022 — NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
  • 23 Dec 2022 — REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
  • 23 Dec 2022 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
  • 09 Jun 2022 — TEAS SECTION 8 & 15 RECEIVED
  • 26 Jul 2021 — COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
  • 26 Jul 2016 — REGISTERED-PRINCIPAL REGISTER
  • 10 May 2016 — OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
  • 10 May 2016 — PUBLISHED FOR OPPOSITION
  • 20 Apr 2016 — NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED

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