GLASS JACOBSON WEALTH ADVISORS
Live / Registered — Registered (as of 01 Aug 2023)
What this means for you
Registered since 01 Aug 2023. The owner can stop confusingly similar uses in the classes it covers.
Record
- Serial number
- 97452174
- Registration number
- 7125278
- Mark type
- Stylized text
- Filed
- 10 Jun 2022
- Published for opposition
- 16 May 2023
- Registered
- 01 Aug 2023
- Attorney of record
- Marc P. Misthal
Goods and services
- Class 036 — Insurance and financial services: Financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; Consulting services in the field of retirement plan administration; Financial administration of retirement plans; Financial planning for retirement; Individual retirement account services; Regulatory compliance consulting in the field of retirement plan administration; Advice relating to investments; Advising others concerning investments in intellectual property assets and intangible business assets, both directly and indirectly through other entities; Annuity services, namely, account and investment administration; Annuity services, namely, account and investment administration and the investment and distribution of annuity funds; Capital investment consulting; Capital investment services; Equity capital investment; Fund investment consultation; Financial services, namely, providing an investment option available for variable annuity and variable life insurance products; Financial services, namely, wealth management services
Owner
- Glass Jacobson Investment Advisors, LLC, Owings Mills, MD, US
- Glass Jacobson Investment Advisors, LLC, Owings Mills, MD, US
- Glass Jacobson Investment Advisors, LLC, Owings Mills, MD, US
Prior registrations
Prosecution history
- 06 Aug 2025 — TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS
- 06 Aug 2025 — TEAS CHANGE OF CORRESPONDENCE RECEIVED
- 06 Aug 2025 — ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
- 06 Aug 2025 — TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
- 01 Aug 2023 — NOTICE OF REGISTRATION CONFIRMATION EMAILED
- 01 Aug 2023 — REGISTERED-PRINCIPAL REGISTER
- 16 May 2023 — OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
- 16 May 2023 — PUBLISHED FOR OPPOSITION
- 26 Apr 2023 — NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
- 12 Apr 2023 — APPROVED FOR PUB - PRINCIPAL REGISTER
- 12 Apr 2023 — EXAMINER'S AMENDMENT ENTERED
- 12 Apr 2023 — NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
- 12 Apr 2023 — EXAMINERS AMENDMENT E-MAILED
- 12 Apr 2023 — EXAMINERS AMENDMENT -WRITTEN
- 11 Apr 2023 — TEAS/EMAIL CORRESPONDENCE ENTERED