1 RISK ASSESSMENT 2 INVESTMENT MANAGEMENT 3 TAX ANALYSIS 4 FINANCIAL PLANNING RETIREMENT COLLEGE ESTATE 5 CASH FLOW ANALYSIS PEACE OF MIND

Live / Registered — Registered (as of 31 Mar 2020)

What this means for you

Registered since 31 Mar 2020. The owner can stop confusingly similar uses in the classes it covers.

Record

Serial number
88379782
Registration number
6022051
Mark type
Design + words
Filed
10 Apr 2019
Published for opposition
14 Jan 2020
Registered
31 Mar 2020

Goods and services

  • Class 036 — Insurance and financial services: Financial planning; Financial planning and investment advisory services; Financial planning consultation; Financial planning for retirement; Financial planning, namely, the creation of personalized strategies to achieve financial independence; Financial advice, namely, budget planning; Financial retirement plan consulting services; Financial trust planning

Owner

Prosecution history

  • 31 Mar 2025 — COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
  • 31 Mar 2020 — REGISTERED-PRINCIPAL REGISTER
  • 14 Jan 2020 — OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
  • 14 Jan 2020 — PUBLISHED FOR OPPOSITION
  • 25 Dec 2019 — NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
  • 09 Dec 2019 — ASSIGNED TO LIE
  • 06 Dec 2019 — APPROVED FOR PUB - PRINCIPAL REGISTER
  • 13 Nov 2019 — PRELIMINARY/VOLUNTARY AMENDMENT - ENTERED
  • 13 Nov 2019 — TEAS VOLUNTARY AMENDMENT RECEIVED
  • 25 May 2019 — NOTIFICATION OF NON-FINAL ACTION E-MAILED
  • 25 May 2019 — NON-FINAL ACTION E-MAILED
  • 25 May 2019 — NON-FINAL ACTION WRITTEN
  • 17 May 2019 — ASSIGNED TO EXAMINER
  • 30 Apr 2019 — NOTICE OF DESIGN SEARCH CODE E-MAILED
  • 27 Apr 2019 — NEW APPLICATION OFFICE SUPPLIED DATA ENTERED

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