CSRIC

Live / Registered — Registered — Sections 8 & 15 accepted and acknowledged (as of 13 Jun 2025)

What this means for you

Registered since 23 Apr 2019. The owner can stop confusingly similar uses in the classes it covers.

Record

Serial number
87614794
Registration number
5734694
Mark type
Stylized text
Filed
19 Sept 2017
Published for opposition
23 Jan 2018
Registered
23 Apr 2019
Attorney of record
Keith W. Medansky

Goods and services

  • Class 041 — Education and entertainment services: Educational services, namely, providing courses, seminars and workshops in the field of financial planning in the areas of socially responsible investing, the financial planning process, goal setting, asset management, risk management and insurance, investment selection and portfolio construction, tax planning, retirement planning, and estate planning

Owner

Prosecution history

  • 13 Jun 2025 — NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
  • 13 Jun 2025 — REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
  • 13 Jun 2025 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
  • 20 Feb 2025 — TEAS SECTION 8 & 15 RECEIVED
  • 23 Apr 2024 — COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
  • 23 Apr 2019 — REGISTERED-PRINCIPAL REGISTER
  • 16 Mar 2019 — NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
  • 15 Mar 2019 — ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
  • 23 Feb 2019 — STATEMENT OF USE PROCESSING COMPLETE
  • 05 Feb 2019 — USE AMENDMENT FILED
  • 23 Feb 2019 — CASE ASSIGNED TO INTENT TO USE PARALEGAL
  • 05 Feb 2019 — TEAS STATEMENT OF USE RECEIVED
  • 11 Sept 2018 — NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED
  • 07 Sept 2018 — SOU EXTENSION 1 GRANTED
  • 07 Sept 2018 — SOU EXTENSION 1 FILED

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