YOU DON'T HAVE TO BE WEALTHY TO HAVE WEALTH MANAGEMENT.

Live / Registered — Registered — Section 8 accepted (as of 28 Jul 2023)

What this means for you

Registered since 07 Mar 2017. The owner can stop confusingly similar uses in the classes it covers.

Record

Serial number
87106927
Registration number
5155377
Mark type
Stylized text
Filed
18 Jul 2016
Published for opposition
20 Dec 2016
Registered
07 Mar 2017

Goods and services

  • Class 036 — Insurance and financial services: financial and wealth management services, namely, investment management, financial planning for retirement, and estate planning

Owner

Prosecution history

  • 07 Mar 2026 — COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
  • 28 Jul 2023 — NOTICE OF ACCEPTANCE OF SEC. 8 - E-MAILED
  • 28 Jul 2023 — REGISTERED - SEC. 8 (6-YR) ACCEPTED
  • 28 Jul 2023 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
  • 15 Feb 2023 — TEAS SECTION 8 RECEIVED
  • 07 Mar 2022 — COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
  • 07 Mar 2017 — REGISTERED-PRINCIPAL REGISTER
  • 20 Dec 2016 — OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
  • 20 Dec 2016 — PUBLISHED FOR OPPOSITION
  • 30 Nov 2016 — NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
  • 16 Nov 2016 — LAW OFFICE PUBLICATION REVIEW COMPLETED
  • 14 Nov 2016 — ASSIGNED TO LIE
  • 28 Oct 2016 — APPROVED FOR PUB - PRINCIPAL REGISTER
  • 28 Oct 2016 — EXAMINER'S AMENDMENT ENTERED
  • 28 Oct 2016 — NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED

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