UNIQUE NEEDS REQUIRE SPECIALIZED KNOWLEDGE

Dead / Cancelled — Cancelled — Section 8 (as of 23 Jan 2026)

What this means for you

This registration has been cancelled; it no longer blocks anyone on its own. The name may be available, but check before relying on it — rights can also come from actual use, not only from the register.

Record

Serial number
88229660
Registration number
5799954
Mark type
Stylized text
Filed
14 Dec 2018
Published for opposition
23 Apr 2019
Registered
09 Jul 2019
Attorney of record
John D. Mason

Goods and services

  • Class 036 — Insurance and financial services: Financial planning, namely, special needs planning; Financial planning; Financial planning for retirement; Financial planning consultation; Financial advice, namely, budget planning; Financial services, namely, mortgage planning; Financial planning and investment advisory services; Financial planning, namely, creating personalized strategies for achieving financial independence, including money management strategy, succession planning, college funding planning, and tax mitigation strategy; Financial consultation in the field of environmental management, namely, advising business and individuals on issues of portfolio planning and investment planning; Financial management in the field of investment portfolios, employee pension plans, 401(k) and retirement plans, 403(b) and non-retirement plans, and stock option plans; Strategic financial advisory services; Financial advisory and consultancy services; Financial administration of retirement plans; Financial retirement plan consulting services; Financial services, namely, wealth management services; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; Financial consultancy and insurance consultancy; Estate trust planning; Estate planning; Providing information in the field of employee financial benefit plans; Consulting services in the field of state and federal employee benefit plans concerning insurance and finance; Providing financial services with respect to securities and other financial instruments and products, namely, money management services

Owner

Prosecution history

  • 23 Jan 2026 — CANCELLED SEC. 8 (6-YR)
  • 09 Jul 2024 — COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
  • 30 Nov 2023 — TEAS CHANGE OF CORRESPONDENCE RECEIVED
  • 30 Nov 2023 — ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
  • 30 Nov 2023 — TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
  • 30 Nov 2023 — APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
  • 30 Nov 2023 — TEAS CHANGE OF OWNER ADDRESS RECEIVED
  • 09 Jul 2019 — REGISTERED-PRINCIPAL REGISTER
  • 23 Apr 2019 — OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
  • 23 Apr 2019 — PUBLISHED FOR OPPOSITION
  • 03 Apr 2019 — NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
  • 12 Mar 2019 — APPROVED FOR PUB - PRINCIPAL REGISTER
  • 11 Mar 2019 — ASSIGNED TO EXAMINER
  • 07 Jan 2019 — NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
  • 18 Dec 2018 — NEW APPLICATION ENTERED

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