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Live / Registered — Registered — Sections 8 & 15 accepted and acknowledged (as of 11 Feb 2025)

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
87881177
Registration number
5673283
Mark type
Word mark
Filed
17 Apr 2018
Published for opposition
27 Nov 2018
Registered
12 Feb 2019
Attorney of record
David M. Kelly

Goods and services

  • Class 036 — Insurance and financial services: house mark for investment of funds, investment management, financial asset management, wealth management, financial risk assessment, financial risk management, financial investment brokerage, financial custody services in the nature of maintaining possession of financial assets for others for financial management purposes, actuarial, financial and investment advisory, financial retirement planning, financial planning, financial and investment consultation, investment transactions and processing in the nature of investment fund transfer and transaction services and financial and investment research, news, and information services in the nature of providing information and research in the field of finance and financial investments; providing an interactive website and online computer database in the fields of investing of funds, finance, saving, financial planning, financial retirement planning, financial portfolio management, financial decision making, and financial risk management; Financial administration and management of employee benefit plans, defined benefit plans, defined contribution plans, employee pension plans, and college savings plans; charitable fund raising services; estate planning, financial trust planning, and financial trust administration services

Owner

Prior registrations

Prosecution history

  • 11 Feb 2025 — NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
  • 11 Feb 2025 — REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
  • 10 Feb 2025 — TEAS SECTION 8 & 15 RECEIVED
  • 02 Aug 2024 — REGISTERED - SEC. 7 REQUEST ABANDONED
  • 12 Feb 2024 — COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
  • 28 Dec 2020 — POST REGISTRATION ACTION MAILED - SEC. 7
  • 28 Dec 2020 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
  • 08 Dec 2020 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
  • 10 Sept 2020 — TEAS SECTION 7 REQUEST 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
  • 25 Oct 2018 — APPROVED FOR PUB - PRINCIPAL REGISTER
  • 07 Sept 2018 — TEAS CHANGE OF CORRESPONDENCE RECEIVED

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