MCLEAN

Live / Registered — Registered — Sections 8 & 15 accepted and acknowledged (as of 24 Feb 2024)

What this means for you

Registered since 21 Mar 2017. The owner can stop confusingly similar uses in the classes it covers.

Record

Serial number
87105044
Registration number
5164658
Mark type
Design + words
Filed
15 Jul 2016
Published for opposition
03 Jan 2017
Registered
21 Mar 2017
Attorney of record
Ari Y. Friedman

Goods and services

  • Class 009 — Scientific and electric apparatus: Downloadable educational course materials in the field of finance, retirement planning, investments, investing, saving for retirement, insurance, tax planning, and fiduciary responsibility; Downloadable podcasts in the field of finance, retirement planning, investments, investing, saving for retirement, insurance, tax planning, and fiduciary responsibility; Downloadable e-books in the field of finance, retirement planning, investments, investing, saving for retirement, insurance, tax planning, and fiduciary responsibility
  • Class 036 — Insurance and financial services: Advice relating to investments; Financial research; Financial research and information services; Financial analysis and research services; Financial evaluation, tracking, analysis, forecasting, consultancy, advisory and research services relating to securities and other financial instruments; Financial investment analysis and stock research; Investment advice; Investment advisory services; Investment consultancy; Investment consultation; Investment management; Investment of funds; Investment of funds for others; Advice relating to investments; Financial consulting services, namely, expert analysis in finance; Financial information provided by electronic means in the field of finance, retirement planning, investments, investing, saving for retirement, insurance, tax planning, and fiduciary responsibility; Financial planning and investment advisory services; Financial services, namely, wealth management services; Financial services, namely, a total portfolio offering for high net worth clients consisting of both separate accounts and mutual funds for equity and fixed income investments; Information, advisory, consultancy and research services relating to finance and investments; Information, advisory, consultancy and research services relating to finance and investments; Providing financial services with respect to securities and other financial instruments and products, namely, trading of and investments in securities and financial instruments and products for others; Providing information and research in the field of finance and financial investments; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement; Providing information in the field of finance; Providing information in the field of personal finance; Providing information, commentary and advice in the field of finance, financial investments and financial valuations

Owner

Prior registrations

Prosecution history

  • 21 Mar 2026 — COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
  • 24 Feb 2024 — NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
  • 24 Feb 2024 — REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
  • 23 Feb 2024 — TEAS RESPONSE TO OFFICE ACTION-POST REG RECEIVED
  • 23 Feb 2024 — POST REGISTRATION ACTION MAILED - SEC. 8 & 15
  • 22 Feb 2024 — TEAS RESPONSE TO OFFICE ACTION-POST REG RECEIVED
  • 19 Dec 2023 — PETITION TO DIRECTOR DISMISSED
  • 19 Dec 2023 — POST REGISTRATION ACTION MAILED - SEC. 8 & 15
  • 30 Nov 2023 — ASSIGNED TO PETITION STAFF
  • 20 Sept 2023 — TEAS PETITION TO DIRECTOR RECEIVED
  • 20 Sept 2023 — POST REGISTRATION ACTION MAILED - SEC. 8 & 15
  • 19 Sept 2023 — TEAS RESPONSE TO OFFICE ACTION-POST REG RECEIVED
  • 19 Sept 2023 — POST REGISTRATION ACTION MAILED - SEC. 8 & 15
  • 19 Sept 2023 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
  • 17 Mar 2023 — TEAS SECTION 8 & 15 RECEIVED

View this trademark record on Marksy