A PASSION FOR PLANNING

Live / Registered — Registered — Sections 8 & 15 accepted and acknowledged (as of 13 Aug 2024)

What this means for you

Registered since 11 Dec 2018. The owner can stop confusingly similar uses in the classes it covers.

Record

Serial number
87650424
Registration number
5629158
Mark type
Slogan / phrase
Filed
18 Oct 2017
Published for opposition
20 Mar 2018
Registered
11 Dec 2018
Attorney of record
Bradley Gies

Goods and services

  • Class 036 — Insurance and financial services: Insurance agencies; Insurance agency and brokerage; Insurance and financial information and consultancy services; Insurance brokerage; Insurance brokerage services; Insurance consultation; Insurance information; Investment advice; Investment brokerage; Investment clubs; Investment consultancy; Investment consultation; Investment management; Investment of funds; Advice on finance during retirement; Advice relating to investments; Annuity services, namely, account and investment administration; Commodity investment advice; Financial investment brokerage services; Financial retirement plan consulting services; Financial administration of retirement plans; Financial and investment services, namely, asset and investment acquisition, consultation, advisory and development; Financial consultancy and insurance consultancy; Financial planning for retirement; Individual retirement account services; Investment advice in the fields of retirement planning; Investment consultation in the fields of retirement planning; Investment management in the fields of retirement planning; Life insurance brokerage; Mutual fund investment; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement; Providing information in insurance matters; Providing information, commentary and advice in the field of finance, financial investments and financial valuations; Provision of financial information relating to the finance industry involved in environmentally focused investments

Owner

Prosecution history

  • 13 Aug 2024 — NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
  • 13 Aug 2024 — REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
  • 13 Aug 2024 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
  • 26 Jan 2024 — TEAS SECTION 8 & 15 RECEIVED
  • 11 Dec 2023 — COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
  • 11 Dec 2018 — REGISTERED-PRINCIPAL REGISTER
  • 09 Nov 2018 — NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
  • 08 Nov 2018 — ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
  • 30 Oct 2018 — TEAS/EMAIL CORRESPONDENCE ENTERED
  • 30 Oct 2018 — CORRESPONDENCE RECEIVED IN LAW OFFICE
  • 25 Oct 2018 — TEAS RESPONSE TO OFFICE ACTION RECEIVED
  • 24 Oct 2018 — NOTIFICATION OF NON-FINAL ACTION E-MAILED
  • 24 Oct 2018 — NON-FINAL ACTION E-MAILED
  • 24 Oct 2018 — SU - NON-FINAL ACTION - WRITTEN
  • 17 Sept 2018 — STATEMENT OF USE PROCESSING COMPLETE

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