Serial 87047703

Live / Registered — Registered — Sections 8 & 15 accepted and acknowledged (as of 11 Mar 2023)

What this means for you

Registered since 17 Jan 2017. The owner can stop confusingly similar uses in the classes it covers.

Record

Serial number
87047703
Registration number
5123029
Mark type
Design / logo
Filed
24 May 2016
Published for opposition
01 Nov 2016
Registered
17 Jan 2017
Attorney of record
Edward K Welch II

Goods and services

  • Class 036 — Insurance and financial services: Financial planning services, namely, the creation of personalized strategies to achieve financial independence; financial services, namely, investment advice, investment management, investment consultation and investment of funds for others; providing information, commentary and advice in the field of finance, financial investments, financial valuations and financial aspects of retirement; providing information, commentary and advice in relation to estate planning and estate trust planning; providing on-line information in the field of investments and financial planning; on-line financial planning services

Owner

Prosecution history

  • 17 Jan 2026 — COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
  • 11 Mar 2023 — NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
  • 11 Mar 2023 — REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
  • 11 Mar 2023 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
  • 25 Aug 2022 — TEAS SECTION 8 & 15 RECEIVED
  • 17 Jan 2022 — COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
  • 17 Jan 2017 — REGISTERED-PRINCIPAL REGISTER
  • 01 Nov 2016 — OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
  • 01 Nov 2016 — PUBLISHED FOR OPPOSITION
  • 12 Oct 2016 — NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
  • 23 Sept 2016 — LAW OFFICE PUBLICATION REVIEW COMPLETED
  • 22 Sept 2016 — ASSIGNED TO LIE
  • 08 Sept 2016 — APPROVED FOR PUB - PRINCIPAL REGISTER
  • 08 Sept 2016 — EXAMINER'S AMENDMENT ENTERED
  • 08 Sept 2016 — NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED

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