ADVICE ENGAGEMENT
Live / Applied — Third extension granted (statement of use) (as of 17 Dec 2025)
What this means for you
Not registered yet, but its 11 Jul 2023 filing date beats anything filed after it. If it registers, the owner can stop confusingly similar uses in the classes it covers.
Record
- Serial number
- 98079142
- Mark type
- Design + words
- Filed
- 11 Jul 2023
- Published for opposition
- 21 May 2024
- Attorney of record
- Thomas F. Bergert
Goods and services
- Class 035 — Advertising and business services: Family business succession planning; business transition planning; tax planning
- Class 036 — Insurance and financial services: Financial consulting services; investment advisory services; financial portfolio and financial legacy consulting and advisory services; financial planning services; wealth management services; financial services, namely, estate settlement services; estate planning; family office services, namely, financial planning, investment, and advisory services tailored to wealthy families
- Class 042 — Scientific and technological services: Software as a service (SaaS) services featuring computer software for creating, accessing and editing interactive game presentations in the fields of financial consulting, investment advice, family succession, financial portfolio and financial legacy consulting and advice, financial planning, wealth management, estate settlement, estate planning, and family office services, namely, financial planning, investment, lifestyle and legacy advice tailored to wealthy families
Owner
- ADVICE ENGAGEMENT, INC., San Diego, CA, US
- ADVICE ENGAGEMENT, INC., San Diego, CA, US
Prosecution history
- 18 Dec 2025 — NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED
- 17 Dec 2025 — SOU EXTENSION 3 GRANTED
- 17 Dec 2025 — SOU EXTENSION 3 FILED
- 17 Dec 2025 — SOU TEAS EXTENSION RECEIVED
- 17 Jul 2025 — NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED
- 16 Jul 2025 — SOU EXTENSION 2 GRANTED
- 16 Jul 2025 — SOU EXTENSION 2 FILED
- 16 Jul 2025 — SOU TEAS EXTENSION RECEIVED
- 03 Mar 2025 — NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED
- 08 Jan 2025 — SOU EXTENSION 1 GRANTED
- 07 Jan 2025 — SOU EXTENSION 1 FILED
- 07 Jan 2025 — SOU TEAS EXTENSION RECEIVED
- 16 Jul 2024 — NOA E-MAILED - SOU REQUIRED FROM APPLICANT
- 21 May 2024 — OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
- 21 May 2024 — PUBLISHED FOR OPPOSITION