ALIGNING PROSPERITY WITH PURPOSE

What this means for you

Registered since 30 Sept 2025. The owner can stop confusingly similar uses in the classes it covers.

Record

Serial number

98104944

Registration number

7969649

Mark type

Stylized text

Filed

27 Jul 2023

Published for opposition

30 Apr 2024

Registered

30 Sept 2025

Goods and services

• Class 036 — Insurance and financial services: Consultation services in the field of financial management of yacht operations; Financial consultancy; Financial consultancy and insurance consultancy; Financial consultancy for lottery winners; Financial consultancy relating to civil infrastructure investment; 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 consultation in the field of fuels, diesel fuel, biofuel and biodiesel fuel; Financial consultation in the field of portfolio construction; 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 advice and consultancy services; 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 advisory and consultancy services, namely, portfolio construction; Financial analysis and consultation; Financial and investment services, namely, asset and investment acquisition, consultation, advisory and development; Financial evaluation, tracking, analysis, forecasting, consultancy, advisory and research services relating to securities and other financial instruments; Financial loan consultation; Financial planning consultation; Financial retirement plan consulting services; Financial risk management consultation; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; College consulting services, namely, assisting students in applying for scholarships and financial aid; Credit and financial consultation; Information, advisory, consultancy and financial research services relating to finance and investments; Insurance and financial information and consultancy services; Mortgage compliance consulting services concerning financial requirements for mortgages for mortgage lenders and servicers and mortgage brokers; Providing financial consultation services to portfolio construction

Owner

• Russell, Jason A, El Cerrito, CA, US
• Russell, Jason A, El Cerrito, CA, US
• Russell, Jason A, El Cerrito, CA, US

Prosecution history

• 30 Sept 2025 — NOTICE OF REGISTRATION CONFIRMATION EMAILED
• 30 Sept 2025 — REGISTERED-PRINCIPAL REGISTER
• 10 Sept 2025 — NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
• 10 Sept 2025 — ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
• 04 Sept 2025 — TEAS/EMAIL CORRESPONDENCE ENTERED
• 04 Sept 2025 — CORRESPONDENCE RECEIVED IN LAW OFFICE
• 04 Sept 2025 — ASSIGNED TO LIE
• 03 Sept 2025 — TEAS RESPONSE TO OFFICE ACTION RECEIVED
• 20 Aug 2025 — NOTIFICATION OF NON-FINAL ACTION E-MAILED
• 20 Aug 2025 — NON-FINAL ACTION E-MAILED
• 20 Aug 2025 — SU - NON-FINAL ACTION - WRITTEN
• 27 May 2025 — ASSIGNED TO EXAMINER
• 14 May 2025 — NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED
• 13 May 2025 — STATEMENT OF USE PROCESSING COMPLETE
• 24 Feb 2025 — USE AMENDMENT FILED