FINANCIAL SECURITY METHOD

What this means for you

Registered since 15 Jan 2019. The owner can stop confusingly similar uses in the classes it covers.

Record

Serial number

87726008

Registration number

5658130

Mark type

Stylized text

Filed

19 Dec 2017

Registered

15 Jan 2019

Attorney of record

Joshua J. Conley

Goods and services

• Class 036 — Insurance and financial services: Financial planning; Financial planning and investment advisory services; Financial planning consultation; Financial planning for retirement; Financial planning services, namely, developing and managing charitable giving programs on behalf of wealthy individuals or families; Financial planning, namely, the creation of personalized strategies to achieve financial independence; Financial advice, namely, budget planning; Financial consulting services in the field of planned giving for non-profit and charitable organizations; Financial retirement plan consulting services; Financial trust planning

Owner

• Gilbert & Cook, Inc., West Des Moines, IA, US
• Gilbert & Cook, Inc., Urbandale, IA, US

Prosecution history

• 27 May 2025 — NOTICE OF ACCEPTANCE OF SEC. 8 - E-MAILED
• 27 May 2025 — REGISTERED - SEC. 8 (6-YR) ACCEPTED
• 26 May 2025 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
• 14 Jan 2025 — TEAS SECTION 8 RECEIVED
• 15 Jan 2024 — COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
• 08 Sept 2023 — TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS
• 08 Sept 2023 — TEAS CHANGE OF CORRESPONDENCE RECEIVED
• 08 Sept 2023 — ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
• 08 Sept 2023 — TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
• 08 Sept 2023 — APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
• 08 Sept 2023 — TEAS CHANGE OF OWNER ADDRESS RECEIVED
• 04 Dec 2021 — TEAS CHANGE OF CORRESPONDENCE RECEIVED
• 04 Dec 2021 — ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
• 04 Dec 2021 — TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
• 14 Mar 2019 — APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED