WE GUIDE. FOR LIFE.

Live / Registered — Registered — Sections 8 & 15 accepted and acknowledged (as of 22 Dec 2024)

What this means for you

Registered since 16 Oct 2018. The owner can stop confusingly similar uses in the classes it covers.

Record

Serial number
87783994
Registration number
5584400
Mark type
Stylized text
Filed
05 Feb 2018
Published for opposition
31 Jul 2018
Registered
16 Oct 2018
Attorney of record
Duane A. Stewart III

Goods and services

  • Class 035 — Advertising and business services: Business succession planning; Income tax consultation, namely, tax reduction strategies
  • Class 036 — Insurance and financial services: Financial Planning; Financial Management; Financial Advice; Financial planning services, namely, developing and managing charitable giving programs on behalf of charitable organizations and families; Advice relating to investments for the purpose of funding education; Financial administration of employee retirement plans; Estate Planning; Fiduciary partnership, namely, fiduciary representative services; Holistic Financial Planning; Investment Management; Life Insurance Brokerage; Financial planning for retirement featuring Long-Term Care Cost Analysis; Personal Financial Retirement Planning; Financial and investment services, namely, management in the field of stock options of others

Owner

Prosecution history

  • 22 Dec 2024 — NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
  • 22 Dec 2024 — REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
  • 22 Dec 2024 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
  • 23 Jul 2024 — TEAS SECTION 8 & 15 RECEIVED
  • 16 Oct 2023 — COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
  • 16 Oct 2018 — REGISTERED-PRINCIPAL REGISTER
  • 31 Jul 2018 — OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
  • 31 Jul 2018 — PUBLISHED FOR OPPOSITION
  • 11 Jul 2018 — NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
  • 25 Jun 2018 — ASSIGNED TO LIE
  • 15 Jun 2018 — APPROVED FOR PUB - PRINCIPAL REGISTER
  • 14 Jun 2018 — TEAS/EMAIL CORRESPONDENCE ENTERED
  • 13 Jun 2018 — CORRESPONDENCE RECEIVED IN LAW OFFICE
  • 13 Jun 2018 — TEAS RESPONSE TO OFFICE ACTION RECEIVED
  • 24 May 2018 — NOTIFICATION OF NON-FINAL ACTION E-MAILED

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