WISDOM FOR YOUR JOURNEY

Live / Registered — Registered (as of 27 Jun 2023)

What this means for you

Registered since 27 Jun 2023. The owner can stop confusingly similar uses in the classes it covers.

Record

Serial number
97423164
Registration number
7093184
Mark type
Stylized text
Filed
22 May 2022
Published for opposition
11 Apr 2023
Registered
27 Jun 2023
Attorney of record
Kevin Duane Turton

Goods and services

  • Class 036 — Insurance and financial services: 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, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; 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 services, namely, wealth management services; Financial advisory and consultancy services; Financial advisory and consultancy services, namely, the creation of personalized strategies to achieve financial independence; Financial planning and investment advisory services; Strategic financial advisory services

Owner

Prosecution history

  • 27 Jun 2023 — NOTICE OF REGISTRATION CONFIRMATION EMAILED
  • 27 Jun 2023 — REGISTERED-PRINCIPAL REGISTER
  • 11 Apr 2023 — OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
  • 11 Apr 2023 — PUBLISHED FOR OPPOSITION
  • 22 Mar 2023 — NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
  • 07 Mar 2023 — APPROVED FOR PUB - PRINCIPAL REGISTER
  • 03 Mar 2023 — ASSIGNED TO EXAMINER
  • 27 May 2022 — NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
  • 27 May 2022 — NEW APPLICATION ENTERED

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