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Live / Registered — Registered (as of 31 May 2022)

What this means for you

Registered since 31 May 2022. The owner can stop confusingly similar uses in the classes it covers.

Record

Serial number
90736529
Registration number
6745586
Mark type
Design + words
Filed
26 May 2021
Published for opposition
15 Mar 2022
Registered
31 May 2022
Attorney of record
Jane S. Berman

Goods and services

  • Class 036 — Insurance and financial services: Financial administration of retirement plans; Financial advisory and consultancy services, namely, providing collective trust funds; financial planning for retirement; financial retirement plan consulting services; Financial advisory and consultancy services, namely, wealth management services for high net worth families; Financial asset management; Financial evaluation, tracking, analysis, forecasting, consultancy, advisory and research services relating to securities and other financial instruments; Financial investment services, namely, administering the issuance, underwriting and distribution of securities; Financial planning consultation; Financial planning for retirement; Financial research; Financial retirement plan consulting services; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; Financial trust administration; Financial and investment services, namely, asset and investment acquisition, consultation, advisory and development; Investment services, namely, asset acquisition, consultation, development and management services; Mutual funds and capital investment

Owner

Prosecution history

  • 17 Sept 2025 — TEAS CHANGE OF CORRESPONDENCE RECEIVED
  • 17 Sept 2025 — APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
  • 17 Sept 2025 — TEAS CHANGE OF OWNER ADDRESS RECEIVED
  • 22 Sept 2025 — TEAS CHANGE OF CORRESPONDENCE RECEIVED
  • 22 Sept 2025 — ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
  • 22 Sept 2025 — TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
  • 31 May 2022 — NOTICE OF REGISTRATION CONFIRMATION EMAILED
  • 31 May 2022 — REGISTERED-PRINCIPAL REGISTER
  • 15 Mar 2022 — OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
  • 15 Mar 2022 — PUBLISHED FOR OPPOSITION
  • 23 Feb 2022 — NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
  • 08 Feb 2022 — APPROVED FOR PUB - PRINCIPAL REGISTER
  • 08 Feb 2022 — ASSIGNED TO EXAMINER
  • 21 Aug 2021 — NOTICE OF DESIGN SEARCH CODE E-MAILED
  • 20 Aug 2021 — NEW APPLICATION OFFICE SUPPLIED DATA ENTERED

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