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Live / Registered — Registered (as of 26 Jan 2021)

What this means for you

Registered since 26 Jan 2021. The owner can stop confusingly similar uses in the classes it covers.

Record

Serial number
88718892
Registration number
6258075
Mark type
Stylized text
Filed
07 Dec 2019
Published for opposition
14 Apr 2020
Registered
26 Jan 2021

Goods and services

  • Class 035 — Advertising and business services: Preparation of financial statements
  • Class 036 — Insurance and financial services: Financial advice; Financial advice and consultancy services; Financial advisory and consultancy services; Financial and investment services, namely, management and brokerage in the fields of stocks, bonds, options, commodities, futures and other securities, and the investment of funds of others; Financial asset management; Financial consultancy; Financial consultancy and insurance consultancy; Financial consultation; Financial consulting; Financial information and advisory services; Financial investment brokerage; 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 portfolio analysis services; Financial portfolio management; Financial risk assessment services; Financial risk management consultation; Financial services, namely, a total portfolio offering for high net worth clients consisting of both separate accounts and mutual funds for equity and fixed income investments; Financial services, namely, administration of transactions involving funds drawn from securities, stocks, funds, equities, bonds, cash, or other types of financial investments in retirement plans using a check or negotiable order of withdrawal over a global data network; Financial services, namely, wealth management services; Monitoring financial markets for investment purposes; Strategic financial advisory services

Owner

Prosecution history

  • 26 Jan 2026 — COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
  • 26 Jan 2021 — REGISTERED-PRINCIPAL REGISTER
  • 22 Dec 2020 — NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
  • 21 Dec 2020 — ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
  • 17 Dec 2020 — STATEMENT OF USE PROCESSING COMPLETE
  • 07 Dec 2020 — USE AMENDMENT FILED
  • 17 Dec 2020 — CASE ASSIGNED TO INTENT TO USE PARALEGAL
  • 07 Dec 2020 — TEAS STATEMENT OF USE RECEIVED
  • 09 Jun 2020 — NOA E-MAILED - SOU REQUIRED FROM APPLICANT
  • 14 Apr 2020 — OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
  • 14 Apr 2020 — PUBLISHED FOR OPPOSITION
  • 25 Mar 2020 — NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
  • 11 Mar 2020 — APPROVED FOR PUB - PRINCIPAL REGISTER
  • 09 Mar 2020 — ASSIGNED TO EXAMINER
  • 11 Dec 2019 — NEW APPLICATION OFFICE SUPPLIED DATA ENTERED

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