SYMPLANY INDICATOR

Live / Registered — Registered (as of 28 Oct 2025)

What this means for you

Registered since 28 Oct 2025. The owner can stop confusingly similar uses in the classes it covers.

Record

Serial number
97636735
Registration number
8005381
Mark type
Stylized text
Filed
18 Oct 2022
Published for opposition
12 Mar 2024
Registered
28 Oct 2025
Attorney of record
MATTHEW W. HAAPOJA

Goods and services

  • Class 036 — Insurance and financial services: Financial services, namely, financial planning, financial management, financial advising, and portfolio and asset management
  • Class 041 — Education and entertainment services: Educational services, namely, conducting training and education sessions in the nature of one-on-one training, group sessions, and workshops for financial advisors, financial firms, and clients in the fields of financial planning, financial management, financial advising, and portfolio management
  • Class 042 — Scientific and technological services: Providing temporary use of a non-downloadable web-based software application for use in investment analysis, investment management and financial planning; application service provider, namely, hosting, managing, developing, and maintaining applications, software, and web sites, in the fields of investment analysis, investment management and financial planning

Owner

Prior registrations

Prosecution history

  • 28 Oct 2025 — NOTICE OF REGISTRATION CONFIRMATION EMAILED
  • 28 Oct 2025 — REGISTERED-PRINCIPAL REGISTER
  • 06 Oct 2025 — NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
  • 06 Oct 2025 — ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
  • 28 Jul 2025 — STATEMENT OF USE PROCESSING COMPLETE
  • 26 Aug 2024 — USE AMENDMENT FILED
  • 26 Aug 2024 — TEAS STATEMENT OF USE RECEIVED
  • 07 May 2024 — NOA E-MAILED - SOU REQUIRED FROM APPLICANT
  • 12 Mar 2024 — OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
  • 12 Mar 2024 — PUBLISHED FOR OPPOSITION
  • 21 Feb 2024 — OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
  • 21 Feb 2024 — NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
  • 31 Jan 2024 — APPROVED FOR PUB - PRINCIPAL REGISTER
  • 30 Jan 2024 — TEAS/EMAIL CORRESPONDENCE ENTERED
  • 30 Jan 2024 — CORRESPONDENCE RECEIVED IN LAW OFFICE

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