ADVISORS WHO HELP PRESERVE YOUR LEGACY

Live / Registered — Registered — Sections 8 & 15 accepted and acknowledged (as of 07 Nov 2025)

What this means for you

Registered since 24 Mar 2020. The owner can stop confusingly similar uses in the classes it covers.

Record

Serial number
88349351
Registration number
6020303
Mark type
Stylized text
Filed
20 Mar 2019
Published for opposition
11 Jun 2019
Registered
24 Mar 2020
Attorney of record
Cobby J Shereff

Goods and services

  • Class 036 — Insurance and financial services: Investment management; financial portfolio analysis services; financial advisory and consultancy services

Owner

Prior registrations

Prosecution history

  • 07 Nov 2025 — NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
  • 07 Nov 2025 — REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
  • 03 Nov 2025 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
  • 14 Jul 2025 — TEAS SECTION 8 & 15 RECEIVED
  • 24 Mar 2025 — COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
  • 12 Mar 2025 — TEAS CHANGE OF CORRESPONDENCE RECEIVED
  • 12 Mar 2025 — ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
  • 12 Mar 2025 — TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
  • 12 Mar 2025 — APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
  • 12 Mar 2025 — TEAS CHANGE OF OWNER ADDRESS RECEIVED
  • 24 Mar 2020 — REGISTERED-PRINCIPAL REGISTER
  • 18 Feb 2020 — NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
  • 17 Feb 2020 — ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
  • 05 Feb 2020 — STATEMENT OF USE PROCESSING COMPLETE
  • 16 Jan 2020 — USE AMENDMENT FILED

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