THE NEXT LEVEL OF WEALTH MANAGEMENT

Live / Registered — Registered — Section 8 accepted (as of 02 Jul 2025)

What this means for you

Registered since 09 Apr 2019. The owner can stop confusingly similar uses in the classes it covers.

Record

Serial number
88094416
Registration number
5721132
Mark type
Stylized text
Filed
27 Aug 2018
Published for opposition
22 Jan 2019
Registered
09 Apr 2019

Goods and services

  • Class 036 — Insurance and financial services: Financial planning services, investment advisory services, and wealth management services

Owner

Prosecution history

  • 02 Jul 2025 — NOTICE OF ACCEPTANCE OF SEC. 8 - E-MAILED
  • 02 Jul 2025 — REGISTERED - SEC. 8 (6-YR) ACCEPTED
  • 01 Jul 2025 — TEAS RESPONSE TO OFFICE ACTION-POST REG RECEIVED
  • 09 Jun 2025 — POST REGISTRATION ACTION MAILED - SEC. 8
  • 04 Jun 2025 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
  • 04 Feb 2025 — TEAS SECTION 8 RECEIVED
  • 09 Apr 2024 — COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
  • 09 Apr 2019 — REGISTERED-PRINCIPAL REGISTER
  • 22 Jan 2019 — OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
  • 22 Jan 2019 — PUBLISHED FOR OPPOSITION
  • 02 Jan 2019 — NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
  • 14 Dec 2018 — APPROVED FOR PUB - PRINCIPAL REGISTER
  • 10 Dec 2018 — ASSIGNED TO EXAMINER
  • 06 Sept 2018 — NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
  • 30 Aug 2018 — NEW APPLICATION ENTERED

View this trademark record on Marksy