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Live / Registered — Registered — Sections 8 & 15 accepted and acknowledged (as of 06 Mar 2023)

What this means for you

Registered since 11 Apr 2017. The owner can stop confusingly similar uses in the classes it covers.

Record

Serial number
87152085
Registration number
5180941
Mark type
Design + words
Filed
26 Aug 2016
Published for opposition
24 Jan 2017
Registered
11 Apr 2017
Attorney of record
Douglas R. Wolf

Goods and services

  • Class 036 — Insurance and financial services: Financial services, namely, financial planning, research and advisory services; estate planning, trust and estate management, administration and settlement services; investment consultation, advisory and management; financial analysis, consultation, and management; financial planning for retirement; custodial banking services, financial custody services, namely, maintaining possession of financial assets for others for financial management purposes; corporate trustee services; tax planning; financial planning services, namely, developing and managing charitable gifts; bill payment services; family office services, namely, financial planning and advisory services, trust and estate planning, investment consultation, advisory and management, tax planning and advisory services, and financial philanthropic gift planning

Owner

Prosecution history

  • 13 Jan 2026 — NOTICE OF UPDATED REGISTRATION CONFIRMATION EMAILED
  • 19 Dec 2025 — CORRECTION UNDER SECTION 7 - PROCESSED
  • 15 Dec 2025 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
  • 29 Sept 2025 — TEAS SECTION 7 REQUEST RECEIVED
  • 06 Mar 2023 — NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
  • 06 Mar 2023 — REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
  • 28 Feb 2023 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
  • 11 Aug 2022 — TEAS SECTION 8 & 15 RECEIVED
  • 28 Jul 2022 — APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
  • 28 Jul 2022 — TEAS CHANGE OF CORRESPONDENCE RECEIVED
  • 28 Jul 2022 — ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
  • 28 Jul 2022 — TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
  • 28 Jul 2022 — TEAS CHANGE OF OWNER ADDRESS RECEIVED
  • 11 Apr 2022 — COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
  • 23 Jul 2020 — REVIEW OF CORRESPONDENCE COMPLETE - ADDRESS UPDATED

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