IF IT'S IN YOUR HEART, IT SHOULD BE IN YOUR PLAN.

Live / Registered — Registered — Sections 8 & 15 accepted and acknowledged (as of 29 Dec 2025)

What this means for you

Registered since 25 Jun 2019. The owner can stop confusingly similar uses in the classes it covers.

Record

Serial number
88210513
Registration number
5787626
Mark type
Stylized text
Filed
29 Nov 2018
Published for opposition
09 Apr 2019
Registered
25 Jun 2019
Attorney of record
Allison Cychosz

Goods and services

  • Class 036 — Insurance and financial services: Financial advice, namely, budget planning; Financial advisory and consultancy services, namely, the creation of personalized strategies to achieve financial independence; Financial analysis; Financial and investment services, namely, asset and investment acquisition, consultation, advisory and development; Financial risk assessment services; Individual retirement account services; Insurance consulting in the field of life insurance; Investment risk assessment services; Providing information in the field of finance; Providing investors with financial information

Owner

Prosecution history

  • 29 Dec 2025 — NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
  • 29 Dec 2025 — REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
  • 23 Dec 2025 — TEAS RESPONSE TO OFFICE ACTION-POST REG RECEIVED
  • 15 Sept 2025 — POST REGISTRATION ACTION MAILED - SEC. 8 & 15
  • 15 Sept 2025 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
  • 07 May 2025 — AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
  • 05 May 2025 — TEAS SECTION 8 & 15 RECEIVED
  • 25 Jun 2024 — COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
  • 25 Jun 2019 — REGISTERED-PRINCIPAL REGISTER
  • 09 Apr 2019 — OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
  • 09 Apr 2019 — PUBLISHED FOR OPPOSITION
  • 20 Mar 2019 — NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
  • 25 Feb 2019 — APPROVED FOR PUB - PRINCIPAL REGISTER
  • 07 Jan 2019 — ASSIGNED TO EXAMINER
  • 17 Dec 2018 — NEW APPLICATION OFFICE SUPPLIED DATA ENTERED

View this trademark record on Marksy