MORE THAN INVESTING. INVESTED

Live / Registered — Registered — Sections 8 & 15 accepted and acknowledged (as of 16 Dec 2025)

What this means for you

Registered since 14 Jan 2020. The owner can stop confusingly similar uses in the classes it covers.

Record

Serial number
88207246
Registration number
5962899
Mark type
Stylized text
Filed
27 Nov 2018
Published for opposition
30 Jul 2019
Registered
14 Jan 2020
Attorney of record
Jennifer M. Mikulina

Goods and services

  • Class 036 — Insurance and financial services: Financial research, analysis, consulting and management services; financial planning and investment advisory services; Investment brokerage; financial and investment services, namely, asset and investment acquisition, consultation, advisory and development; financial investment in the field of securities and funds; mutual fund investment; funds investment; financial asset management services; investment management and consulting services; investment of funds for others; providing online non-downloadable electronic databases in the fields of finance, banking, asset management and investment; Financial investment, management and administration of funds, trusts and group pension plans; Financial services, namely, broker/dealer services in the field of securities, options, mutual funds, variable annuities, variable insurance products and direct participation programs

Owner

Prosecution history

  • 16 Dec 2025 — NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
  • 16 Dec 2025 — REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
  • 15 Dec 2025 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
  • 10 Sept 2025 — TEAS CHANGE OF CORRESPONDENCE RECEIVED
  • 10 Sept 2025 — ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
  • 10 Sept 2025 — TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
  • 10 Sept 2025 — TEAS SECTION 8 & 15 RECEIVED
  • 14 Jan 2025 — COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
  • 15 Jun 2020 — APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
  • 15 Jun 2020 — TEAS CHANGE OF CORRESPONDENCE RECEIVED
  • 15 Jun 2020 — TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS
  • 15 Jun 2020 — ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
  • 15 Jun 2020 — TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
  • 15 Jun 2020 — TEAS CHANGE OF OWNER ADDRESS RECEIVED
  • 14 Jan 2020 — REGISTERED-PRINCIPAL REGISTER

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