GROUNDED IN PARTNERSHIP. GUIDED BY OPPORTUNITY.

Live / Registered — Registered (as of 15 Oct 2024)

What this means for you

Registered since 15 Oct 2024. The owner can stop confusingly similar uses in the classes it covers.

Record

Serial number
98065258
Registration number
7539299
Mark type
Stylized text
Filed
29 Jun 2023
Published for opposition
23 Apr 2024
Registered
15 Oct 2024
Attorney of record
Lema Khorshid

Goods and services

  • Class 035 — Advertising and business services: Preparation of financial reports for others, namely, provision of consolidated reports concerning investment performance
  • Class 036 — Insurance and financial services: Investment advisory services; financial services, namely, wealth management services and family office wealth and investment management services for wealthy families; financial portfolio management; financial risk management; investment management; financial asset management; financial planning; investment advice; investment consultation

Owner

Prosecution history

  • 04 Nov 2025 — NOTICE OF UPDATED REGISTRATION CONFIRMATION EMAILED
  • 14 Oct 2025 — NEW CERTIFICATE UNDER SECTION 7 - PROCESSED
  • 09 Oct 2025 — TEAS RESPONSE TO OFFICE ACTION-POST REG RECEIVED
  • 08 Oct 2025 — POST REGISTRATION ACTION MAILED - SEC. 7
  • 06 Oct 2025 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
  • 01 Jul 2025 — TEAS SECTION 7 REQUEST RECEIVED
  • 09 May 2025 — TEAS CHANGE OF CORRESPONDENCE RECEIVED
  • 09 May 2025 — ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
  • 09 May 2025 — TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
  • 08 May 2025 — TEAS CHANGE OF CORRESPONDENCE RECEIVED
  • 08 May 2025 — ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
  • 08 May 2025 — TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
  • 08 May 2025 — APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
  • 08 May 2025 — TEAS CHANGE OF OWNER ADDRESS RECEIVED
  • 16 Apr 2025 — AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP

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