RESULTS-BASED FINANCIAL PLANNING

Dead / Cancelled — Cancelled — Section 8 (as of 21 Nov 2025)

What this means for you

This registration has been cancelled; it no longer blocks anyone on its own. The name may be available, but check before relying on it — rights can also come from actual use, not only from the register.

Record

Serial number
88030058
Registration number
5743760
Mark type
Stylized text
Filed
09 Jul 2018
Published for opposition
19 Feb 2019
Registered
07 May 2019
Attorney of record
Anton J. Hopen

Goods and services

  • Class 036 — Insurance and financial services: Financial advisory and consultancy services; Financial analysis and consultation; Financial consultation; Financial information and advisory services; Financial planning; Financial planning and investment advisory services; Financial planning consultation; Financial planning, namely, the creation of personalized strategies to achieve financial independence; On-line financial planning services; Providing a web site featuring personal financial information and financial advice; Providing a website featuring non-downloadable videos in the field of financial planning; Strategic financial advisory services; Providing a web site featuring financial information and financial advice; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement
  • Class 041 — Education and entertainment services: Education in the field of finances, financial management, the acquisition of income and capital, and insurance rendered through correspondence courses; Education services, namely, providing lectures in the field of money, and consumer advice and insurance; Educational services, namely, conducting classes, seminars, conferences, workshops in the field of finances, financial management, the acquisition of income and capital, debt and credit management, practice and business management, business succession planning, investment, asset protection, estate planning, tax planning, and insurance, and distribution of course and educational materials in connection therewith; Educational services, namely, developing training courses for others in the field of financial planning; Educational services, namely, conducting training courses in the field of financial planning and distribution of training materials in connection therewith; Educational services, namely, developing, arranging, and conducting educational conferences and programs and providing courses of instruction in the field of finances, financial management, the acquisition of income and capital, debt and credit management, practice and business management, business succession planning, investment, asset protection, estate planning, tax planning, and insurance; Providing a website featuring resources, namely, a website featuring primarily non-downloadable publications in the nature of books, magazines, and brochures in the field of finances, financial management, the acquisition of income and capital, debt and credit management, practice and business management, business succession planning, investment, asset protection, estate planning, tax planning, and insurance, and also featuring non-downloadable software for database management and word processing; Providing on-line training in the form of courses, seminars, and workshops in the field of finances, financial management, the acquisition of income and capital, debt and credit management, practice and business management, business succession planning, investment, asset protection, estate planning, tax planning, and insurance; Training courses in strategic planning relating to the field of finances, financial management, the acquisition of income and capital, debt and credit management, practice and business management, business succession planning, investment, asset protection, estate planning, tax planning, and insurance; Educational and entertainment services, namely, conducting seminars in the field of finances, financial management, the acquisition of income and capital, debt and credit management, practice and business management, business succession planning, investment, asset protection, estate planning, tax planning, and insurance; entertainment services, namely, the provision of radio and television programs in the field of finances, financial management, the acquisition of income and capital, debt and credit management, practice and business management, business succession planning, investment, asset protection, estate planning, tax planning, and insurance

Owner

Prior registrations

Prosecution history

  • 21 Nov 2025 — CANCELLED SEC. 8 (6-YR)
  • 07 May 2024 — COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
  • 20 Mar 2024 — TEAS CHANGE OF CORRESPONDENCE RECEIVED
  • 20 Mar 2024 — TEAS WITHDRAWAL AS DOMESTIC REPRESENTATIVE RECEIVED
  • 20 Mar 2024 — ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
  • 20 Mar 2024 — TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
  • 07 May 2019 — REGISTERED-PRINCIPAL REGISTER
  • 24 Apr 2019 — ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY
  • 19 Feb 2019 — OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
  • 19 Feb 2019 — PUBLISHED FOR OPPOSITION
  • 30 Jan 2019 — NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
  • 14 Jan 2019 — ASSIGNED TO LIE
  • 20 Dec 2018 — APPROVED FOR PUB - PRINCIPAL REGISTER
  • 19 Dec 2018 — TEAS/EMAIL CORRESPONDENCE ENTERED
  • 18 Dec 2018 — CORRESPONDENCE RECEIVED IN LAW OFFICE

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