THE MOST TRUSTED BRAND IN FINANCIAL ADVICE

Live / Registered — Registered (as of 23 Jan 2024)

What this means for you

Registered since 23 Jan 2024. The owner can stop confusingly similar uses in the classes it covers.

Record

Serial number
97472065
Registration number
7290301
Mark type
Stylized text
Filed
23 Jun 2022
Registered
23 Jan 2024
Attorney of record
Tamera H. Bennett

Goods and services

  • Class 036 — Insurance and financial services: Commodity investment advice; Fiduciary services, namely, fiduciary representative services; Financial advice and consultancy services; Financial asset management; Financial consulting; Financial planning for retirement; Financial services, namely, wealth management services; Financing services; Holding company services performed for third parties, namely, investment management; Investment consultation; Real estate investment consultancy

Owner

Prosecution history

  • 28 Jan 2026 — AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
  • 05 Feb 2025 — TEAS CHANGE OF CORRESPONDENCE RECEIVED
  • 05 Feb 2025 — ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
  • 05 Feb 2025 — TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
  • 05 Feb 2025 — APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
  • 05 Feb 2025 — TEAS CHANGE OF OWNER ADDRESS RECEIVED
  • 28 Jan 2025 — NOTICE OF UPDATED REGISTRATION CONFIRMATION EMAILED
  • 03 Jan 2025 — CORRECTION UNDER SECTION 7 - PROCESSED
  • 30 Dec 2024 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
  • 27 Jun 2024 — TEAS SECTION 7 REQUEST RECEIVED
  • 23 Jan 2024 — NOTICE OF REGISTRATION CONFIRMATION EMAILED
  • 23 Jan 2024 — REGISTERED-SUPPLEMENTAL REGISTER
  • 20 Dec 2023 — APPROVED FOR REGISTRATION SUPPLEMENTAL REGISTER
  • 14 Dec 2023 — TEAS/EMAIL CORRESPONDENCE ENTERED
  • 14 Dec 2023 — CORRESPONDENCE RECEIVED IN LAW OFFICE

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