LBEP

Live / Registered — Registered (as of 04 Mar 2025)

What this means for you

Registered since 04 Mar 2025. The owner can stop confusingly similar uses in the classes it covers.

Record

Serial number
97905489
Registration number
7716315
Mark type
Stylized text
Filed
25 Apr 2023
Published for opposition
27 Feb 2024
Registered
04 Mar 2025
Attorney of record
Daniel Sineway

Goods and services

  • Class 036 — Insurance and financial services: Financial and investment services, namely, private wealth management; financial and investment services, namely, estate planning services; financial and investment services, namely, investment advising services; financial and investment services, namely, financial modeling services; financial and investment services, namely, wealth planning with insurance policies
  • Class 042 — Scientific and technological services: Software as a service (SaaS) services featuring software for financial planning and private wealth management; software as a service (SaaS) services featuring software for estate planning; software as a service (SaaS) services featuring software for investment advising services; software as a service (SaaS) services featuring an online, non-downloadable dashboard for financial modeling and projections

Owner

Prosecution history

  • 27 Jun 2025 — TEAS CHANGE OF CORRESPONDENCE RECEIVED
  • 27 Jun 2025 — ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
  • 27 Jun 2025 — TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
  • 04 Mar 2025 — REGISTERED-PRINCIPAL REGISTER
  • 04 Mar 2025 — NOTICE OF REGISTRATION CONFIRMATION EMAILED
  • 10 Feb 2025 — NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
  • 10 Feb 2025 — ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
  • 07 Jan 2025 — STATEMENT OF USE PROCESSING COMPLETE
  • 23 Oct 2024 — USE AMENDMENT FILED
  • 07 Jan 2025 — CASE ASSIGNED TO INTENT TO USE PARALEGAL
  • 23 Oct 2024 — TEAS STATEMENT OF USE RECEIVED
  • 23 Apr 2024 — NOA E-MAILED - SOU REQUIRED FROM APPLICANT
  • 04 Mar 2024 — OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
  • 27 Feb 2024 — PUBLISHED FOR OPPOSITION
  • 07 Feb 2024 — OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED

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