OPTIMIZE YOUR WEALTH, LIFE, AND LEGACY
Live / Registered — Registered (as of 09 Jan 2024)
What this means for you
Registered since 09 Jan 2024. The owner can stop confusingly similar uses in the classes it covers.
Record
- Serial number
- 97723752
- Registration number
- 7269349
- Mark type
- Stylized text
- Filed
- 19 Dec 2022
- Published for opposition
- 24 Oct 2023
- Registered
- 09 Jan 2024
- Attorney of record
- Marc E. Hankin
Goods and services
- Class 036 — Insurance and financial services: Estate planning; Financial planning and investment advisory services; Financial planning, namely, comprehensive wealth management services, investment management, wealth management planning, legacy planning, tax planning, income tax planning, estate planning, wealth planning, charitable planning, charitable tax planning, life management planning, life insurance planning, business succession planning, retirement planning, marital and related relations planning, cross-border and global financial planning, asset protection planning; Financial retirement plan consulting services; Financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; Financial services, namely, wealth management services; Insurance and financial information and consultancy services; Strategic financial advisory services
Owner
- Vision Private Wealth, Inc., Alameda, CA, US
- Vision Private Wealth, Inc., Alameda, CA, US
- Vision Private Wealth, Inc., Alameda, CA, US
Prosecution history
- 09 Jan 2024 — NOTICE OF REGISTRATION CONFIRMATION EMAILED
- 09 Jan 2024 — REGISTERED-PRINCIPAL REGISTER
- 24 Oct 2023 — OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
- 24 Oct 2023 — PUBLISHED FOR OPPOSITION
- 10 Oct 2023 — TEAS CHANGE OF CORRESPONDENCE RECEIVED
- 10 Oct 2023 — ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
- 10 Oct 2023 — TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
- 04 Oct 2023 — NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
- 20 Sept 2023 — APPROVED FOR PUB - PRINCIPAL REGISTER
- 20 Sept 2023 — ASSIGNED TO EXAMINER
- 15 Jan 2023 — NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
- 22 Dec 2022 — NEW APPLICATION ENTERED