BRADY MARTZ WEALTH ADVISORS

Live / Registered — Registered (as of 21 Jan 2020)

What this means for you

Registered since 21 Jan 2020. The owner can stop confusingly similar uses in the classes it covers.

Record

Serial number
87810623
Registration number
5968063
Mark type
Stylized text
Filed
26 Feb 2018
Published for opposition
18 Sept 2018
Registered
21 Jan 2020
Attorney of record
Garrett M. Weber, Esq.

Goods and services

  • Class 035 — Advertising and business services: Accounting services for business; general financial ledger, namely, bookkeeping and financial statement preparation services; payroll preparation and financial record-keeping services for regulatory compliance purposes; business assurance services for others, namely, account and records auditing, account reviewing, and compilation of account information and computer databases for financial statements, preparation of prospective financial statements, internal account auditing services and internal account control reviewing, namely, monitoring, reviewing and reporting controls put in place to prevent internal fraud, financial statement analysis and accounting advice, and attestation services in the nature of reports regarding review of financial or business documents, policies or procedures; business succession planning services; tax planning and tax compliance services, namely, management of tax files; corporate business services, namely, consultation regarding mergers and acquisitions, divestitures, and corporate business planning; forensic accounting services; business management consulting services; business planning services; general business consulting in the fields of assistance with budgets, namely, financial records management, economic forecasting, and cash flow forecasting, and business strategic planning; international services, namely, account auditing and accounting bookkeeping services, tax planning and consulting in connection with regulatory compliance; tax services, namely, tax consulting and tax preparation services, tax return preparation
  • Class 036 — Insurance and financial services: Financial services, namely, asset management services; estate planning services; financial planning services; retirement planning services, namely, financial planning for retirement; financial forecasting in the field of cash flow; valuation of businesses, namely, valuation of intellectual property and intangible assets, business financial valuations, tax valuations, estate valuations, health care valuations, shareholder valuations, and securities valuations, and personal property valuations; real estate consultation, namely, consultation with respect to real estate acquisition, divestitures, management and processes, real estate loan financing, and real estate appraisal; financial risk management services; financial consulting services, insurance consultation

Owner

Prosecution history

  • 21 Jan 2026 — TEAS SECTION 7 REQUEST RECEIVED
  • 21 Jan 2026 — TEAS SECTION 8 & 15 RECEIVED
  • 21 Jan 2025 — COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
  • 18 Dec 2024 — AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
  • 19 Feb 2021 — APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
  • 19 Feb 2021 — TEAS CHANGE OF CORRESPONDENCE RECEIVED
  • 19 Feb 2021 — TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS
  • 19 Feb 2021 — ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
  • 19 Feb 2021 — TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
  • 19 Feb 2021 — TEAS CHANGE OF OWNER ADDRESS RECEIVED
  • 21 Jan 2020 — REGISTERED-PRINCIPAL REGISTER
  • 18 Dec 2019 — NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
  • 17 Dec 2019 — ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
  • 19 Nov 2019 — STATEMENT OF USE PROCESSING COMPLETE
  • 12 Nov 2019 — USE AMENDMENT FILED

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