REAL. CLEAR. DIRECTION.

Live / Registered — Registered — Sections 8 & 15 accepted and acknowledged (as of 25 Oct 2023)

What this means for you

Registered since 26 Sept 2017. The owner can stop confusingly similar uses in the classes it covers.

Record

Serial number
87186067
Registration number
5298056
Mark type
Stylized text
Filed
28 Sept 2016
Published for opposition
21 Mar 2017
Registered
26 Sept 2017
Attorney of record
Lauren J. Rucinski

Goods and services

  • Class 036 — Insurance and financial services: Financial planning and investment advisory services, namely, providing advice and strategies relating to private wealth management, financial portfolio management, estate planning, retirement planning, investments, wealth preservation and educational savings

Owner

Prosecution history

  • 04 Feb 2026 — AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
  • 25 Oct 2023 — NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
  • 25 Oct 2023 — REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
  • 25 Oct 2023 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
  • 26 Apr 2023 — TEAS SECTION 8 & 15 RECEIVED
  • 26 Sept 2022 — COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
  • 07 Nov 2019 — REVIEW OF CORRESPONDENCE COMPLETE - POWER OF ATTORNEY ENTERED
  • 21 Oct 2019 — TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS
  • 26 Sept 2017 — REGISTERED-PRINCIPAL REGISTER
  • 23 Aug 2017 — NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
  • 22 Aug 2017 — ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
  • 16 Aug 2017 — STATEMENT OF USE PROCESSING COMPLETE
  • 21 Jul 2017 — USE AMENDMENT FILED
  • 16 Aug 2017 — CASE ASSIGNED TO INTENT TO USE PARALEGAL
  • 21 Jul 2017 — TEAS STATEMENT OF USE RECEIVED

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