PLAN. INVEST. INSURE.

Live / Registered — Registered (as of 27 Feb 2024)

What this means for you

Registered since 27 Feb 2024. The owner can stop confusingly similar uses in the classes it covers.

Record

Serial number
97868340
Registration number
7317938
Mark type
Stylized text
Filed
31 Mar 2023
Registered
27 Feb 2024

Goods and services

  • Class 036 — Insurance and financial services: Advice on finance during retirement; Financial advice, namely, budget planning; Financial advisory and consultancy services; Financial advisory and consultancy services, namely, risk management, tax planning, retirement, and wealth management; Financial analysis and consultation; Financial consultancy; Financial consultation; Financial consulting; Financial due diligence; Financial information; Financial information provided by electronic means; Financial management; Financial planning; Financial planning and investment advisory services; Financial planning consultation; Financial planning for retirement; Financial planning, namely, risk management, tax planning, retirement, and wealth management; Financial portfolio management; Financial retirement plan consulting services; Financial risk assessment services; Investment advice; Investment advice in the fields of risk management, tax planning, retirement, and wealth management; Investment advisory services; Investment consultation; Investment consultation in the fields of risk management, tax planning, retirement, and wealth management; Investment management in the fields of risk management, tax planning, retirement, and wealth management; Providing financial assessment services to corporate executives, families, healthcare professionals, retirees, and sudden wealth individuals; Providing financial information; Providing financial information via a website; Providing information in the field of finance; Providing information in the field of personal finance

Owner

Prosecution history

  • 24 Sept 2025 — TEAS CHANGE OF CORRESPONDENCE RECEIVED
  • 24 Sept 2025 — APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
  • 24 Sept 2025 — TEAS CHANGE OF OWNER ADDRESS RECEIVED
  • 24 Feb 2025 — WITHDRAWAL OF ATTORNEY GRANTED
  • 24 Feb 2025 — TEAS WITHDRAWAL OF ATTORNEY RECEIVED
  • 22 Feb 2025 — TEAS CHANGE OF CORRESPONDENCE RECEIVED
  • 22 Feb 2025 — APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
  • 22 Feb 2025 — TEAS CHANGE OF OWNER ADDRESS RECEIVED
  • 27 Feb 2024 — NOTICE OF REGISTRATION CONFIRMATION EMAILED
  • 27 Feb 2024 — REGISTERED-SUPPLEMENTAL REGISTER
  • 19 Jan 2024 — APPROVED FOR REGISTRATION SUPPLEMENTAL REGISTER
  • 17 Jan 2024 — TEAS/EMAIL CORRESPONDENCE ENTERED
  • 17 Jan 2024 — CORRESPONDENCE RECEIVED IN LAW OFFICE
  • 17 Jan 2024 — TEAS RESPONSE TO OFFICE ACTION RECEIVED
  • 29 Dec 2023 — NOTICE OF ACCEPTANCE OF AMENDMENT TO ALLEGE USE E-MAILED

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