INTEGRATED FIDUCIARY ADVISORY SERVICES

Live / Registered — Registered — Sections 8 & 15 accepted and acknowledged (as of 13 Feb 2026)

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
88429437
Registration number
5936355
Mark type
Design + words
Filed
14 May 2019
Published for opposition
01 Oct 2019
Registered
17 Dec 2019
Attorney of record
Steven M. Forte

Goods and services

  • Class 035 — Advertising and business services: Business management consulting; strategic planning and business advisory services
  • Class 036 — Insurance and financial services: Financial services, namely, investment advice, investment management, investment consultation, wealth management, and investment of funds for others, including private and public equity and debt investment services; Estate planning; estate trust planning; financial consulting services in the field of planned giving for non-profit and charitable organizations
  • Class 045 — Legal and security services: Fiduciary compliance consulting, namely, consulting in the field of federal securities regulations governing investment advisory activities; reviewing standards and practices to assure compliance with non-profit laws and regulations

Owner

Prosecution history

  • 13 Feb 2026 — NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
  • 13 Feb 2026 — REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
  • 13 Feb 2026 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
  • 12 Nov 2025 — TEAS SECTION 8 & 15 RECEIVED
  • 17 Dec 2024 — COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
  • 01 Apr 2024 — TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS
  • 01 Apr 2024 — TEAS CHANGE OF CORRESPONDENCE RECEIVED
  • 01 Apr 2024 — ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
  • 01 Apr 2024 — TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
  • 01 Apr 2024 — APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
  • 01 Apr 2024 — TEAS CHANGE OF OWNER ADDRESS RECEIVED
  • 17 Dec 2019 — REGISTERED-PRINCIPAL REGISTER
  • 01 Oct 2019 — OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
  • 01 Oct 2019 — PUBLISHED FOR OPPOSITION
  • 11 Sept 2019 — NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED

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