DIVERSIFICATION IS YOUR ONLY SAFETY

What this means for you

Registered since 12 Feb 2019. The owner can stop confusingly similar uses in the classes it covers.

Record

Serial number

87797925

Registration number

5672833

Mark type

Stylized text

Filed

14 Feb 2018

Published for opposition

27 Nov 2018

Registered

12 Feb 2019

Attorney of record

XAVIER MORALES

Goods and services

• Class 036 — Insurance and financial services: Providing financial advisory services, namely, strategic asset allocation, financial manager selection and review, consolidated financial reporting and monitoring, cash flow planning, elder care planning, financial planning, retirement planning, estate and tax planning, risk management and asset protection, wealth transfer services, financial planning services in the nature of developing and managing investments on behalf of wealthy individuals or families, financial services in the nature of coordination of investment portfolio maintenance, trading, and rebalancing

Owner

• Family Wealth Consultants, Inc., San Jose, CA, US
• Family Wealth Consultants, Inc., San Jose, CA, US
• Family Wealth Consultants, Inc., San Jose, CA, US

Prosecution history

• 19 Feb 2025 — NOTICE OF ACCEPTANCE OF SEC. 8 - E-MAILED
• 19 Feb 2025 — REGISTERED - SEC. 8 (6-YR) ACCEPTED
• 19 Feb 2025 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
• 23 Oct 2024 — TEAS CHANGE OF CORRESPONDENCE RECEIVED
• 23 Oct 2024 — ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
• 23 Oct 2024 — TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
• 30 May 2024 — TEAS SECTION 8 RECEIVED
• 13 Aug 2019 — WITHDRAWAL OF ATTORNEY GRANTED
• 13 Aug 2019 — TEAS WITHDRAWAL OF ATTORNEY RECEIVED
• 12 Feb 2019 — REGISTERED-PRINCIPAL REGISTER
• 27 Nov 2018 — OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
• 27 Nov 2018 — PUBLISHED FOR OPPOSITION
• 07 Nov 2018 — NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
• 18 Oct 2018 — APPROVED FOR PUB - PRINCIPAL REGISTER
• 17 Oct 2018 — TEAS/EMAIL CORRESPONDENCE ENTERED