Serial 97749075

Live / Registered — Registered (as of 02 Sept 2025)

What this means for you

Registered since 02 Sept 2025. The owner can stop confusingly similar uses in the classes it covers.

Record

Serial number
97749075
Registration number
7931051
Mark type
Design / logo
Filed
10 Jan 2023
Published for opposition
04 Jun 2024
Registered
02 Sept 2025
Attorney of record
Brendan J. Hughes

Goods and services

  • Class 035 — Advertising and business services: Tax preparation services; Conducting and administering a program for enabling participants to obtain discounts on products and services
  • Class 036 — Insurance and financial services: Financial advisory and consultancy services; Financial affairs and monetary affairs, namely, financial information, management, and analysis services; Investment advisory services; Financial planning and investment advisory services; Financial services, namely, wealth management services; Financial planning for retirement; Financial trust planning; On-line financial planning services; Providing a website featuring information in the field of financial services and financial planning; Advisory services in the field of estate planning; Advisory services in the field of insurance, namely, providing individual members with guidance on the selection of health, disability, life, and property and casualty insurance within the context of a personal wealth management and financial planning strategy for members with moderate to higher-net assets under management
  • Class 041 — Education and entertainment services: Educational services, namely, providing non-downloadable on-line webinars in the field of financial services and financial planning; Providing a website featuring non-downloadable articles in the field of financial services and financial planning; Providing a website featuring non-downloadable videos in the field of financial services and financial planning; Life coaching services in the field of financial planning and wellness

Owner

Prosecution history

  • 28 Jan 2026 — TEAS CHANGE OF CORRESPONDENCE RECEIVED
  • 28 Jan 2026 — ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
  • 28 Jan 2026 — TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
  • 28 Jan 2026 — APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
  • 28 Jan 2026 — TEAS CHANGE OF OWNER ADDRESS RECEIVED
  • 02 Sept 2025 — NOTICE OF REGISTRATION CONFIRMATION EMAILED
  • 02 Sept 2025 — REGISTERED-PRINCIPAL REGISTER
  • 12 Aug 2025 — NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
  • 12 Aug 2025 — ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
  • 18 Jul 2025 — TEAS/EMAIL CORRESPONDENCE ENTERED
  • 18 Jul 2025 — CORRESPONDENCE RECEIVED IN LAW OFFICE
  • 18 Jul 2025 — ASSIGNED TO LIE
  • 11 Jul 2025 — TEAS RESPONSE TO OFFICE ACTION RECEIVED
  • 02 Apr 2025 — APPLICATION EXTENSION GRANTED/RECEIPT PROVIDED
  • 02 Apr 2025 — APPLICATION EXTENSION TO RESPONSE PERIOD - RECEIVED

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