ADVISORS WHO INSPIRE CONFIDENCE.

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

What this means for you

Registered since 19 Jun 2018. The owner can stop confusingly similar uses in the classes it covers.

Record

Serial number
87554975
Registration number
5499430
Mark type
Stylized text
Filed
03 Aug 2017
Published for opposition
07 Nov 2017
Registered
19 Jun 2018
Attorney of record
Cobby J Shereff

Goods and services

  • Class 036 — Insurance and financial services: Investment management; financial portfolio analysis services; financial advisory and consultancy services

Owner

Prior registrations

Prosecution history

  • 12 Mar 2025 — TEAS CHANGE OF CORRESPONDENCE RECEIVED
  • 12 Mar 2025 — ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
  • 12 Mar 2025 — TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
  • 12 Mar 2025 — APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
  • 12 Mar 2025 — TEAS CHANGE OF OWNER ADDRESS RECEIVED
  • 15 Dec 2023 — NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
  • 15 Dec 2023 — REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
  • 15 Dec 2023 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
  • 20 Jun 2023 — TEAS SECTION 8 & 15 RECEIVED
  • 19 Jun 2023 — COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
  • 19 Jun 2018 — REGISTERED-PRINCIPAL REGISTER
  • 18 May 2018 — NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
  • 17 May 2018 — ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
  • 09 May 2018 — STATEMENT OF USE PROCESSING COMPLETE
  • 17 Apr 2018 — USE AMENDMENT FILED

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