WHERE GREAT PLANS COME TOGETHER

Live / Registered — Registered (as of 11 Apr 2023)

What this means for you

Registered since 11 Apr 2023. The owner can stop confusingly similar uses in the classes it covers.

Record

Serial number
97214951
Registration number
7022477
Mark type
Stylized text
Filed
12 Jan 2022
Published for opposition
24 Jan 2023
Registered
11 Apr 2023
Attorney of record
Camille M. Miller

Goods and services

  • Class 035 — Advertising and business services: Office functions in the nature of maintaining records of ownership and settlements for transfers of stocks, shares and securities; record keeping services for use in regulatory compliance in connections with financial investments; customer relationship management (CMR) services; administrative processing of stock purchase orders for others; billing services; business management services for the financial investment business of others
  • Class 036 — Insurance and financial services: Financial asset management; financial advisory services; investment advisory services; financial portfolio analysis services; financial portfolio management; providing employee benefit administrative services for retirement plans, multiple employer retirement plans and pooled employer retirement plans; providing employee benefit management services for retirement plans, multiple employer retirement plans and pooled employer retirement plans; employee benefit advisory services for retirement plans, multiple employer retirement plans and pooled employer retirement plans; consulting services in the field of retirement plans, multiple employer retirement plans and pooled employer retirement plans; providing information in the field of retirement plans, multiple employer retirement plans and pooled employer retirement plans; developing, processing and sponsoring retirement plans, multiple employer retirement plans and pooled employer retirement plans; pooled plan provider services for pooled employer retirement benefit plans; financial planning for retirement in the nature of retirement plan, multiple employer retirement plan and pooled employer retirement plan account management services; financial services, namely, retirement consultation and advisory services; financial analysis and consulting

Owner

Prosecution history

  • 22 Dec 2025 — TEAS CHANGE OF CORRESPONDENCE RECEIVED
  • 22 Dec 2025 — ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
  • 22 Dec 2025 — TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
  • 22 Dec 2025 — APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
  • 22 Dec 2025 — TEAS CHANGE OF OWNER ADDRESS RECEIVED
  • 11 Apr 2023 — NOTICE OF REGISTRATION CONFIRMATION EMAILED
  • 11 Apr 2023 — REGISTERED-PRINCIPAL REGISTER
  • 24 Jan 2023 — OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
  • 24 Jan 2023 — PUBLISHED FOR OPPOSITION
  • 04 Jan 2023 — NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
  • 21 Dec 2022 — APPROVED FOR PUB - PRINCIPAL REGISTER
  • 20 Dec 2022 — TEAS/EMAIL CORRESPONDENCE ENTERED
  • 20 Dec 2022 — CORRESPONDENCE RECEIVED IN LAW OFFICE
  • 20 Dec 2022 — TEAS RESPONSE TO OFFICE ACTION RECEIVED
  • 19 Dec 2022 — APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED

View this trademark record on Marksy