WEALTH MANAGEMENT FOR A BETTER TOMORROW

Live / Registered — Registered (as of 22 Oct 2019)

What this means for you

Registered since 22 Oct 2019. The owner can stop confusingly similar uses in the classes it covers.

Record

Serial number
87794935
Registration number
5892049
Mark type
Stylized text
Filed
12 Feb 2018
Published for opposition
17 Jul 2018
Registered
22 Oct 2019

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 administration of retirement plans; Financial advice, namely, budget planning; Financial retirement plan consulting services; Financial services, namely, administration of transactions involving funds drawn from securities, stocks, funds, equities, bonds, cash, or other types of financial investments in retirement plans using a check or negotiable order of withdrawal over a global data network; Financial services, namely, administration of transactions involving funds drawn from securities, stocks, funds, equities, bonds, cash, or other types of financial investments in retirement plans using a credit or debit card over a global data network; Financial trust planning; Investment management; Investment management in the fields of ESG (Environmental, Social and Governance) Investing; Investment management in the fields of Socially Responsible Investing; Investment management in the fields of Impact Investing; Financial management in the field of ESG (Environmental, Social and Governance) Investing; Financial management in the field of Socially Responsible Investing; Financial management in the field of Impact Investing; Financial consultation in the field of environmental management, namely, advising business and individuals on issues of portfolio planning and investment planning; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; Financial services, namely, wealth management services; Financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; On-line financial planning services; Providing information in the field of employee financial benefit plans; Providing information in the field of employee financial benefit plans and administration of employee financial benefit plans for clients via the Internet; Public equity investment management

Owner

Prosecution history

  • 22 Oct 2024 — COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
  • 22 Oct 2019 — REGISTERED-PRINCIPAL REGISTER
  • 18 Sept 2019 — NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
  • 17 Sept 2019 — ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
  • 07 Sept 2019 — NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED
  • 06 Sept 2019 — STATEMENT OF USE PROCESSING COMPLETE
  • 04 Sept 2019 — USE AMENDMENT FILED
  • 06 Sept 2019 — SOU EXTENSION 2 GRANTED
  • 04 Sept 2019 — SOU EXTENSION 2 FILED
  • 06 Sept 2019 — CASE ASSIGNED TO INTENT TO USE PARALEGAL
  • 04 Sept 2019 — SOU TEAS EXTENSION RECEIVED
  • 04 Sept 2019 — TEAS STATEMENT OF USE RECEIVED
  • 08 Mar 2019 — NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED
  • 06 Mar 2019 — SOU EXTENSION 1 GRANTED
  • 06 Mar 2019 — SOU EXTENSION 1 FILED

View this trademark record on Marksy