WEALTH-CHANGING QUESTION

Live / Registered — Registered (as of 05 Sept 2023)

What this means for you

Registered since 05 Sept 2023. The owner can stop confusingly similar uses in the classes it covers.

Record

Serial number
90851066
Registration number
7158257
Mark type
Stylized text
Filed
27 Jul 2021
Published for opposition
21 Dec 2021
Registered
05 Sept 2023
Attorney of record
Michael E. Broms

Goods and services

  • Class 035 — Advertising and business services: Tax advisory services; Tax preparation; Taxation planning, advice, information and consultancy services
  • Class 036 — Insurance and financial services: Estate planning services; Estate trust management; Financial planning for retirement; Financial retirement plan consulting services; Financial services, namely, investment advice, investment management, investment consultation, investment of funds for others; Financial planning; Financial asset protection and management; Financial services, namely, coordination of an investment portfolio's tax management needs; Financial trust administration; Investment management in field of qualified plans; Insurance consultancy; Insurance consultancy services, namely, providing advice in the field of property and casualty insurance

Owner

Prosecution history

  • 11 Jul 2024 — ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY
  • 23 May 2024 — ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY
  • 05 Sept 2023 — NOTICE OF REGISTRATION CONFIRMATION EMAILED
  • 05 Sept 2023 — REGISTERED-PRINCIPAL REGISTER
  • 04 Aug 2023 — NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
  • 03 Aug 2023 — ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
  • 09 May 2022 — TEAS/EMAIL CORRESPONDENCE ENTERED
  • 09 May 2022 — CORRESPONDENCE RECEIVED IN LAW OFFICE
  • 06 May 2022 — TEAS RESPONSE TO OFFICE ACTION RECEIVED
  • 03 May 2022 — NOTIFICATION OF NON-FINAL ACTION E-MAILED
  • 03 May 2022 — NON-FINAL ACTION E-MAILED
  • 03 May 2022 — SU - NON-FINAL ACTION - WRITTEN
  • 04 Apr 2022 — TEAS/EMAIL CORRESPONDENCE ENTERED
  • 04 Apr 2022 — CORRESPONDENCE RECEIVED IN LAW OFFICE
  • 04 Apr 2022 — ASSIGNED TO LIE

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