LIVE IN THE PRESENT, PLAN FOR THE FUTURE

Live / Registered — Registered — Sections 8 & 15 accepted and acknowledged (as of 17 Jun 2025)

What this means for you

Registered since 17 Dec 2019. The owner can stop confusingly similar uses in the classes it covers.

Record

Serial number
88255604
Registration number
5939858
Mark type
Stylized text
Filed
09 Jan 2019
Published for opposition
07 May 2019
Registered
17 Dec 2019
Attorney of record
Don Thornburgh

Goods and services

  • Class 036 — Insurance and financial services: Financial administration of retirement plans; Financial advisory and consultancy services; Financial planning; Financial planning and investment advisory services; Individual retirement account services; Insurance consultation; Investment advisory services; Investment consultation; Investment consultation in the fields of retirement and cash flow planning; Investment management; Investment management in the fields of retirement and cash flow planning

Owner

Prosecution history

  • 17 Jun 2025 — NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
  • 17 Jun 2025 — REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
  • 17 Jun 2025 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
  • 25 Feb 2025 — TEAS SECTION 8 & 15 RECEIVED
  • 17 Dec 2024 — COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
  • 17 Dec 2019 — REGISTERED-PRINCIPAL REGISTER
  • 13 Nov 2019 — NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
  • 12 Nov 2019 — ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
  • 15 Oct 2019 — STATEMENT OF USE PROCESSING COMPLETE
  • 24 Sept 2019 — USE AMENDMENT FILED
  • 15 Oct 2019 — CASE ASSIGNED TO INTENT TO USE PARALEGAL
  • 24 Sept 2019 — TEAS STATEMENT OF USE RECEIVED
  • 02 Jul 2019 — NOA E-MAILED - SOU REQUIRED FROM APPLICANT
  • 07 May 2019 — OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
  • 07 May 2019 — PUBLISHED FOR OPPOSITION

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