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Live / Registered — Registered (as of 07 Jan 2020)

What this means for you

Registered since 07 Jan 2020. The owner can stop confusingly similar uses in the classes it covers.

Record

Serial number
87905530
Registration number
5956441
Mark type
Design + words
Filed
03 May 2018
Published for opposition
25 Sept 2018
Registered
07 Jan 2020
Attorney of record
Dorothy von Hollen

Goods and services

  • Class 035 — Advertising and business services: Preparation of reports relating to personal financial investment accounts; marketing services in the field of annuities
  • Class 036 — Insurance and financial services: Financial services, namely, providing investment advisory and asset management services; providing individually managed investment account services; providing financial and financial investment valuations, information, analysis, research and investment recommendations; providing automated and customized personal financial, investment management, and advisory services, namely, management of securities portfolios through providing personal financial investment accounts, monitoring for investment purposes of financial and investment account transactions and account balances; financial retirement plan consulting and financial administration of retirement plans; investment services, namely, management and brokerage in the fields of stocks, bonds, options, commodities, futures and other securities, and the investment of funds of others; insurance and financial services, namely, insurance underwriting, distribution, administration, and agency services in the fields of individual life insurance, group life insurance, accident and health insurance, and annuities; insurance and financial services, namely, distribution, brokerage, and administration of annuities

Owner

Prior registrations

Prosecution history

  • 07 Jan 2025 — COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
  • 07 Jan 2020 — REGISTERED-PRINCIPAL REGISTER
  • 04 Dec 2019 — NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
  • 03 Dec 2019 — ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
  • 21 Nov 2019 — STATEMENT OF USE PROCESSING COMPLETE
  • 12 Nov 2019 — USE AMENDMENT FILED
  • 21 Nov 2019 — CASE ASSIGNED TO INTENT TO USE PARALEGAL
  • 12 Nov 2019 — TEAS STATEMENT OF USE RECEIVED
  • 17 May 2019 — NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED
  • 15 May 2019 — SOU EXTENSION 1 GRANTED
  • 15 May 2019 — SOU EXTENSION 1 FILED
  • 15 May 2019 — SOU TEAS EXTENSION RECEIVED
  • 20 Nov 2018 — NOA E-MAILED - SOU REQUIRED FROM APPLICANT
  • 25 Sept 2018 — OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
  • 25 Sept 2018 — PUBLISHED FOR OPPOSITION

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