PLAN. INVEST. SUCCEED.

Live / Registered — Registered — Sections 8 & 15 accepted and acknowledged (as of 20 Mar 2025)

What this means for you

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

Record

Serial number
88024153
Registration number
5906321
Mark type
Stylized text
Filed
03 Jul 2018
Published for opposition
11 Dec 2018
Registered
12 Nov 2019
Attorney of record
David M. Tener, Esq.

Goods and services

  • Class 036 — Insurance and financial services: Wealth management services; financial consulting, planning, guidance and risk management services; investment consulting, management, guidance and strategic services. None of the preceding services includes broker/dealer services on securities exchanges and over-the-counter markets

Owner

Prosecution history

  • 20 Mar 2025 — NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
  • 20 Mar 2025 — REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
  • 20 Mar 2025 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
  • 26 Nov 2024 — TEAS SECTION 8 & 15 RECEIVED
  • 12 Nov 2024 — COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
  • 27 May 2022 — TEAS CHANGE OF CORRESPONDENCE RECEIVED
  • 27 May 2022 — TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS
  • 27 May 2022 — ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
  • 27 May 2022 — TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
  • 06 May 2021 — APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
  • 06 May 2021 — TEAS CHANGE OF CORRESPONDENCE RECEIVED
  • 06 May 2021 — TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS
  • 06 May 2021 — ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
  • 06 May 2021 — TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
  • 06 May 2021 — TEAS CHANGE OF OWNER ADDRESS RECEIVED

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