LIFE IS RICH. WEALTH IS PLANNED.

Live / Registered — Registered (as of 09 Jan 2024)

What this means for you

Registered since 09 Jan 2024. The owner can stop confusingly similar uses in the classes it covers.

Record

Serial number
97052365
Registration number
7270519
Mark type
Stylized text
Filed
29 Sept 2021
Published for opposition
30 Aug 2022
Registered
09 Jan 2024
Attorney of record
Alison D. Frey

Goods and services

  • Class 036 — Insurance and financial services: Financial services, namely, wealth management services; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement; Financial advisory and consultancy services; Financial planning services; providing information online in the field of financial planning and financial investment; Providing a website offering financial information in the fields of investment services, resources and tools

Owner

Prosecution history

  • 09 Jan 2024 — NOTICE OF REGISTRATION CONFIRMATION EMAILED
  • 09 Jan 2024 — REGISTERED-PRINCIPAL REGISTER
  • 02 Dec 2023 — NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
  • 01 Dec 2023 — ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
  • 30 Nov 2023 — TEAS/EMAIL CORRESPONDENCE ENTERED
  • 30 Nov 2023 — CORRESPONDENCE RECEIVED IN LAW OFFICE
  • 30 Nov 2023 — ASSIGNED TO LIE
  • 26 Jun 2023 — TEAS RESPONSE TO OFFICE ACTION RECEIVED
  • 25 May 2023 — NOTIFICATION OF NON-FINAL ACTION E-MAILED
  • 25 May 2023 — NON-FINAL ACTION E-MAILED
  • 25 May 2023 — SU - NON-FINAL ACTION - WRITTEN
  • 03 May 2023 — STATEMENT OF USE PROCESSING COMPLETE
  • 13 Apr 2023 — USE AMENDMENT FILED
  • 03 May 2023 — CASE ASSIGNED TO INTENT TO USE PARALEGAL
  • 13 Apr 2023 — TEAS STATEMENT OF USE RECEIVED

View this trademark record on Marksy