PROTECT YOUR WEALTH

Live / Registered — Registered (as of 17 Sept 2024)

What this means for you

Registered since 17 Sept 2024. The owner can stop confusingly similar uses in the classes it covers.

Record

Serial number
98025114
Registration number
7509716
Mark type
Stylized text
Filed
02 Jun 2023
Published for opposition
09 Apr 2024
Registered
17 Sept 2024

Goods and services

  • Class 036 — Insurance and financial services: Financial consultancy; Financial consultancy and insurance consultancy; Financial consultancy for lottery winners; Financial consultancy services; Financial consultancy services in the area of healthcare; Financial consultation; Financial consultation in the field of cryptocurrency; Financial consultation in the field of environmental management, namely, advising business and individuals on issues of portfolio planning and investment planning; Financial consulting; Financial consulting and advising in the field of mergers and acquisitions; Financial consulting in the field of real estate note brokerage; Financial consulting services in the field of planned giving for non-profit and charitable organizations; Financial consulting services, namely, advising others regarding intellectual property investments; Financial consulting services, namely, expert analysis in finance; Financial planning; Financial planning and investment advisory services; Financial planning for retirement; Financial planning services, namely, developing and managing charitable giving programs on behalf of wealthy individuals or families; Financial planning, namely, the creation of personalized strategies to achieve financial independence; Financial services in the nature of an investment security; Financial services, namely, assisting others with the completion of financial transactions for stocks, bonds, securities and equities; Financial services, namely, loan default mitigation services; Financial services, namely, wealth management services; Financial administration of retirement plans; Financial advice and consultancy services; Financial advice, namely, budget planning; Financial advisory and consultancy services; Financial advisory and consultancy services relating to micro credits, micro finance and energy products; Financial advisory and consultancy services, namely, the creation of personalized strategies to achieve financial independence; Financial analysis and consultation; Financial and investment services, namely, asset and investment acquisition, consultation, advisory and development; Financial due diligence services in the field of real estate; Financial evaluation, tracking, analysis, forecasting, consultancy, advisory and research services relating to securities and other financial instruments; Financial information and advisory services; Financial management in the field of personal finance.; Financial management of employee pension plans; Financial planning consultation; Financial portfolio analysis services; Financial restructuring services; Financial retirement plan consulting services; Financial risk assessment services; Financial services, namely, administration of transactions involving funds drawn from securities, stocks, funds, equities, bonds, cash, or other types of financial investments in retirement plans using a check or negotiable order of withdrawal over a global data network; Financial services, namely, administration of transactions involving funds drawn from securities, stocks, funds, equities, bonds, cash, or other types of financial investments in retirement plans using a credit or debit card over a global data network; Financial services, namely, mortgage planning; Financial trust planning; College consulting services, namely, assisting students in applying for scholarships and financial aid; Insurance and financial information and consultancy services; Mortgage compliance consulting services concerning financial requirements for mortgages for mortgage lenders and servicers and mortgage brokers; On-line financial planning services; Providing financial services with respect to securities and other financial instruments and products, namely, trading of and investments in securities and financial instruments and products for others; Providing information in the field of employee financial benefit plans; Providing on-line information in the field of charitable monetary giving through financial and estate planning; Strategic financial advisory services; Strategic corporate financial advisory services

Owner

Prosecution history

  • 17 Sept 2024 — NOTICE OF REGISTRATION CONFIRMATION EMAILED
  • 17 Sept 2024 — REGISTERED-PRINCIPAL REGISTER
  • 14 Aug 2024 — NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
  • 14 Aug 2024 — ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
  • 09 Aug 2024 — STATEMENT OF USE PROCESSING COMPLETE
  • 20 Jun 2024 — USE AMENDMENT FILED
  • 09 Aug 2024 — CASE ASSIGNED TO INTENT TO USE PARALEGAL
  • 20 Jun 2024 — TEAS STATEMENT OF USE RECEIVED
  • 04 Jun 2024 — NOA E-MAILED - SOU REQUIRED FROM APPLICANT
  • 09 Apr 2024 — OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
  • 09 Apr 2024 — PUBLISHED FOR OPPOSITION
  • 20 Mar 2024 — NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
  • 01 Mar 2024 — APPROVED FOR PUB - PRINCIPAL REGISTER
  • 25 Feb 2024 — ASSIGNED TO EXAMINER
  • 27 Sept 2023 — TEAS CHANGE OF CORRESPONDENCE RECEIVED

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