CLIENT-DRIVEN, ADVISOR-GUIDED

Live / Registered — Registered — Sections 8 & 15 accepted and acknowledged (as of 25 Apr 2025)

What this means for you

Registered since 10 Jul 2018. The owner can stop confusingly similar uses in the classes it covers.

Record

Serial number
87977774
Registration number
5515655
Mark type
Stylized text
Filed
05 May 2017
Published for opposition
10 Oct 2017
Registered
10 Jul 2018
Attorney of record
James Vergara

Goods and services

  • Class 036 — Insurance and financial services: Financial advisory and consultancy services provided via a global computer network; financial planning and investment advisory services provided via a global computer network; financial life roadmap services, namely, financial planning; financial services, namely, wealth management provided via a global computer network; financial advice services provided via a global computer network; financial asset management provided via a global computer network; Financial advisory and consultancy services in the field of technology; financial planning and investment advisory services in the field of technology; financial services, namely, wealth management services in the field of technology; financial advice services in the field of technology; financial asset management in the field of technology; providing a website featuring educational information in the field of finance

Owner

Prosecution history

  • 25 Apr 2025 — NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
  • 25 Apr 2025 — REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
  • 25 Apr 2025 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
  • 09 Jan 2025 — TEAS SECTION 8 & 15 RECEIVED
  • 10 Jul 2023 — COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
  • 28 May 2021 — WITHDRAWAL OF ATTORNEY GRANTED
  • 28 May 2021 — TEAS WITHDRAWAL OF ATTORNEY RECEIVED
  • 19 May 2021 — APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
  • 19 May 2021 — TEAS CHANGE OF CORRESPONDENCE RECEIVED
  • 19 May 2021 — TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS
  • 19 May 2021 — ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
  • 19 May 2021 — TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
  • 19 May 2021 — TEAS CHANGE OF OWNER ADDRESS RECEIVED
  • 10 Jul 2018 — REGISTERED-PRINCIPAL REGISTER
  • 08 Jun 2018 — NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED

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