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Live / Registered — Registered (as of 27 Jan 2026)

What this means for you

Registered since 27 Jan 2026. The owner can stop confusingly similar uses in the classes it covers.

Record

Serial number
97675128
Registration number
8118825
Mark type
Design + words
Filed
13 Nov 2022
Published for opposition
10 Oct 2023
Registered
27 Jan 2026
Attorney of record
Stephen R. Jenei

Goods and services

  • Class 036 — Insurance and financial services: Financial services, namely, wealth planning services, wealth management services, investment advisory services, fund investment services, and retirement planning services; Insurance services, namely, consulting, underwriting, issuance, and administration of life insurance, annuity investment and insurance plans, long term care insurance, disability insurance, and health insurance; Investment consulting services, namely, advising family offices, high net worth individuals and other individuals and investors, and their professional advisors, in the field of capital investing; Family office services, namely, financial planning and financial advisory services, strategic planning and financial modeling for trust and estate planning, investment consulting, and financial philanthropic gift planning

Owner

Prosecution history

  • 27 Jan 2026 — NOTICE OF REGISTRATION CONFIRMATION EMAILED
  • 27 Jan 2026 — REGISTERED-PRINCIPAL REGISTER
  • 08 Jan 2026 — NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
  • 08 Jan 2026 — ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
  • 06 Dec 2025 — STATEMENT OF USE PROCESSING COMPLETE
  • 21 Nov 2025 — USE AMENDMENT FILED
  • 21 Nov 2025 — TEAS STATEMENT OF USE RECEIVED
  • 15 Sept 2025 — NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED
  • 27 May 2025 — SOU EXTENSION 3 GRANTED
  • 27 May 2025 — SOU EXTENSION 3 FILED
  • 27 May 2025 — SOU TEAS EXTENSION RECEIVED
  • 18 Mar 2025 — NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED
  • 17 Mar 2025 — SOU EXTENSION 2 GRANTED
  • 04 Dec 2024 — SOU EXTENSION 2 FILED
  • 13 Mar 2025 — CASE ASSIGNED TO INTENT TO USE PARALEGAL

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