THE FUTURE OF WEALTH SINCE 1818

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

What this means for you

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

Record

Serial number
88117576
Registration number
5697409
Mark type
Stylized text
Filed
14 Sept 2018
Published for opposition
25 Dec 2018
Registered
12 Mar 2019
Attorney of record
Allen J. Baden

Goods and services

  • Class 036 — Insurance and financial services: Financial administration of individual and family trusts and investment portfolios; Financial planning and investment advisory services; Investment management

Owner

Prosecution history

  • 20 Jan 2025 — NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
  • 20 Jan 2025 — REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
  • 20 Jan 2025 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
  • 30 Aug 2024 — TEAS CHANGE OF CORRESPONDENCE RECEIVED
  • 30 Aug 2024 — ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
  • 30 Aug 2024 — TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
  • 27 Aug 2024 — TEAS SECTION 8 & 15 RECEIVED
  • 12 Mar 2024 — COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
  • 03 Dec 2021 — TEAS CHANGE OF CORRESPONDENCE RECEIVED
  • 03 Dec 2021 — ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
  • 03 Dec 2021 — TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
  • 12 Mar 2019 — REGISTERED-PRINCIPAL REGISTER
  • 25 Dec 2018 — OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
  • 25 Dec 2018 — PUBLISHED FOR OPPOSITION
  • 05 Dec 2018 — NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED

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