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Live / Registered — Registered (as of 28 Nov 2023)

What this means for you

Registered since 28 Nov 2023. The owner can stop confusingly similar uses in the classes it covers.

Record

Serial number
97575674
Registration number
7228370
Mark type
Design + words
Filed
01 Sept 2022
Published for opposition
12 Sept 2023
Registered
28 Nov 2023
Attorney of record
Erik M. Pelton

Goods and services

  • Class 036 — Insurance and financial services: Financial services, namely, wealth management services; Financial advisory and consultancy services; Financial planning; Financial planning for retirement; financial planning, namely, retirement and income planning; Investment advisory services; Investment advice in the field of retirement; Estate planning; financial planning, namely, insurance planning; Insurance risk management; Financial risk management; financial planning, namely, education planning; Investment management; Providing information in the field of employee financial benefit plans; Debt management services; Providing a website featuring financial information and financial advice

Owner

Prosecution history

  • 28 Nov 2023 — NOTICE OF REGISTRATION CONFIRMATION EMAILED
  • 28 Nov 2023 — REGISTERED-PRINCIPAL REGISTER
  • 26 Oct 2023 — ASSIGNED TO EXAMINER
  • 12 Sept 2023 — OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
  • 12 Sept 2023 — PUBLISHED FOR OPPOSITION
  • 23 Aug 2023 — NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
  • 04 Aug 2023 — APPROVED FOR PUB - PRINCIPAL REGISTER
  • 03 Aug 2023 — TEAS/EMAIL CORRESPONDENCE ENTERED
  • 02 Aug 2023 — CORRESPONDENCE RECEIVED IN LAW OFFICE
  • 02 Aug 2023 — TEAS RESPONSE TO OFFICE ACTION RECEIVED
  • 20 Jun 2023 — NOTIFICATION OF NON-FINAL ACTION E-MAILED
  • 20 Jun 2023 — NON-FINAL ACTION E-MAILED
  • 20 Jun 2023 — NON-FINAL ACTION WRITTEN
  • 16 Jun 2023 — ASSIGNED TO EXAMINER
  • 22 Sept 2022 — NOTICE OF DESIGN SEARCH CODE E-MAILED

View this trademark record on Marksy