EVERYONE NEEDS AND DESERVES A QUALITY FINANCIAL PLAN.

Live / Registered — Registered — Sections 8 & 15 accepted and acknowledged (as of 21 Oct 2022)

What this means for you

Registered since 11 Oct 2016. The owner can stop confusingly similar uses in the classes it covers.

Record

Serial number
86980173
Registration number
5061164
Mark type
Stylized text
Filed
29 Sept 2015
Published for opposition
19 Apr 2016
Registered
11 Oct 2016
Attorney of record
Melissa S. Dillenbeck

Goods and services

  • Class 042 — Scientific and technological services: Providing a website featuring temporary use of online non-downloadable software for the creation of financial plans; providing online, non-downloadable software for the creation, marketing and presentation of financial plans for financial advisors and consumers

Owner

Prosecution history

  • 11 Oct 2025 — COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
  • 04 Dec 2024 — ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY
  • 21 Oct 2022 — NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
  • 21 Oct 2022 — REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
  • 21 Oct 2022 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
  • 22 Apr 2022 — TEAS SECTION 8 & 15 RECEIVED
  • 11 Oct 2021 — COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
  • 26 Mar 2021 — APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
  • 26 Mar 2021 — TEAS CHANGE OF CORRESPONDENCE RECEIVED
  • 26 Mar 2021 — ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
  • 26 Mar 2021 — TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
  • 26 Mar 2021 — TEAS CHANGE OF OWNER ADDRESS RECEIVED
  • 11 Oct 2016 — REGISTERED-PRINCIPAL REGISTER
  • 06 Sept 2016 — NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
  • 04 Sept 2016 — ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED

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