Serial 88217551

Live / Registered — Registered — Sections 8 & 15 accepted and acknowledged (as of 02 Dec 2025)

What this means for you

Registered since 10 Sept 2019. The owner can stop confusingly similar uses in the classes it covers.

Record

Serial number
88217551
Registration number
5855509
Mark type
Design / logo
Filed
05 Dec 2018
Published for opposition
25 Jun 2019
Registered
10 Sept 2019
Attorney of record
Sarah E. Bro

Goods and services

  • Class 035 — Advertising and business services: Financial records management of financial and retirement planning documents for self-directed investment account holders
  • Class 036 — Insurance and financial services: Providing financial information about self-directed investment opportunities to others for the purpose of investing retirement savings; Investment advice about self-directed investment opportunities to others for the purpose of investing retirement savings; Financial services, namely, providing self-directed investment accounts for investing retirement savings; Providing information in the field of self-directed investment accounts

Owner

Prosecution history

  • 02 Dec 2025 — NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
  • 02 Dec 2025 — REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
  • 01 Dec 2025 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
  • 15 Aug 2025 — TEAS SECTION 8 & 15 RECEIVED
  • 10 Sept 2024 — COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
  • 17 Jul 2024 — TEAS CHANGE OF CORRESPONDENCE RECEIVED
  • 17 Jul 2024 — ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
  • 17 Jul 2024 — TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
  • 17 Jul 2024 — APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
  • 17 Jul 2024 — TEAS CHANGE OF OWNER ADDRESS RECEIVED
  • 06 May 2024 — TEAS CHANGE OF CORRESPONDENCE RECEIVED
  • 06 May 2024 — ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
  • 06 May 2024 — TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
  • 06 May 2024 — APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
  • 06 May 2024 — TEAS CHANGE OF OWNER ADDRESS RECEIVED

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