A PLAN FOR THEM. A LEGACY FOR YOU.

Dead / Cancelled — Cancelled — Section 8 (as of 16 Feb 2024)

What this means for you

This registration has been cancelled; it no longer blocks anyone on its own. The name may be available, but check before relying on it — rights can also come from actual use, not only from the register.

Record

Serial number
87066102
Registration number
5254080
Mark type
Stylized text
Filed
09 Jun 2016
Published for opposition
16 May 2017
Registered
01 Aug 2017
Attorney of record
Lema Khorshid

Goods and services

  • Class 036 — Insurance and financial services: Providing financial advisory services, namely, investment consultation, strategic asset allocation, financial manager selection and review, consolidated financial reporting and monitoring, cashflow planning, financial planning, retirement financial planning, liquidity planning, risk management and asset protection, wealth transfer services, financial planning services in the nature of developing and managing charitable giving programs on behalf of wealthy individuals or families, multigenerational financial planning, coordination of financial advisors, private financial planning services, trust services, namely, investment and trust company services; and estate planning services

Owner

Prosecution history

  • 16 Feb 2024 — CANCELLED SEC. 8 (6-YR)
  • 20 Feb 2023 — APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
  • 20 Feb 2023 — TEAS CHANGE OF CORRESPONDENCE RECEIVED
  • 20 Feb 2023 — ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
  • 20 Feb 2023 — TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
  • 20 Feb 2023 — TEAS CHANGE OF OWNER ADDRESS RECEIVED
  • 15 Feb 2023 — AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
  • 01 Aug 2022 — COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
  • 01 Aug 2017 — REGISTERED-PRINCIPAL REGISTER
  • 16 May 2017 — OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
  • 16 May 2017 — PUBLISHED FOR OPPOSITION
  • 26 Apr 2017 — NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
  • 11 Apr 2017 — LAW OFFICE PUBLICATION REVIEW COMPLETED
  • 03 Apr 2017 — APPROVED FOR PUB - PRINCIPAL REGISTER
  • 24 Mar 2017 — TEAS/EMAIL CORRESPONDENCE ENTERED

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