GOALS-BASED PLANNING
Live / Registered — Registered — Section 8 accepted (as of 26 Mar 2026)
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
- 88420814
- Registration number
- 6020767
- Mark type
- Stylized text
- Filed
- 08 May 2019
- Registered
- 24 Mar 2020
- Attorney of record
- Matt Jamison
Goods and services
- Class 036 — Insurance and financial services: Financial advisory and consultancy services, namely, planning and consulting services based on financial analyses of investment options, portfolio allocations, assets, and long-term goals
- Class 042 — Scientific and technological services: Providing a web-based service featuring technology that enables users to receive financial planning, consulting, and investment analysis
Owner
- Horizon Investments, LLC, Charlotte, NC, US
- Horizon Investments, LLC, Charlotte, NC, US
Prosecution history
- 26 Mar 2026 — NOTICE OF ACCEPTANCE OF SEC. 8 - E-MAILED
- 26 Mar 2026 — REGISTERED - SEC. 8 (6-YR) ACCEPTED
- 20 Mar 2026 — TEAS RESPONSE TO OFFICE ACTION-POST REG RECEIVED
- 19 Nov 2025 — POST REGISTRATION ACTION MAILED - SEC. 8
- 17 Nov 2025 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
- 17 Jul 2025 — TEAS SECTION 8 RECEIVED
- 24 Mar 2025 — COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
- 08 Dec 2021 — ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY
- 24 Mar 2020 — REGISTERED-SUPPLEMENTAL REGISTER
- 18 Feb 2020 — LAW OFFICE PUBLICATION REVIEW COMPLETED
- 10 Feb 2020 — ASSIGNED TO LIE
- 31 Jan 2020 — NOTICE OF ACCEPTANCE OF AMENDMENT TO ALLEGE USE E-MAILED
- 30 Jan 2020 — APPROVED FOR REGISTRATION SUPPLEMENTAL REGISTER
- 30 Jan 2020 — USE AMENDMENT ACCEPTED
- 29 Jan 2020 — TEAS/EMAIL CORRESPONDENCE ENTERED