LIQUIDITY. LONGEVITY. LEGACY.

Live / Registered — Registered — Sections 8 & 15 accepted and acknowledged (as of 18 Apr 2024)

What this means for you

Registered since 06 Feb 2018. The owner can stop confusingly similar uses in the classes it covers.

Record

Serial number
87525273
Registration number
5398187
Mark type
Stylized text
Filed
12 Jul 2017
Published for opposition
26 Sept 2017
Registered
06 Feb 2018
Attorney of record
Dyan M. House

Goods and services

  • Class 036 — Insurance and financial services: Investment advice; Financial planning and investment advisory services; Financial portfolio management and analysis; Investment management; Financial services, namely, wealth management services

Owner

Prosecution history

  • 16 Jul 2025 — TEAS CHANGE OF CORRESPONDENCE RECEIVED
  • 16 Jul 2025 — ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
  • 16 Jul 2025 — TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
  • 18 Apr 2024 — NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
  • 18 Apr 2024 — REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
  • 18 Apr 2024 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
  • 19 Oct 2023 — TEAS SECTION 8 & 15 RECEIVED
  • 06 Feb 2023 — COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
  • 06 Feb 2018 — REGISTERED-PRINCIPAL REGISTER
  • 30 Dec 2017 — NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
  • 29 Dec 2017 — ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
  • 19 Dec 2017 — STATEMENT OF USE PROCESSING COMPLETE
  • 05 Dec 2017 — USE AMENDMENT FILED
  • 19 Dec 2017 — CASE ASSIGNED TO INTENT TO USE PARALEGAL
  • 05 Dec 2017 — TEAS STATEMENT OF USE RECEIVED

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