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Live / Registered — Registered (as of 30 Jul 2024)

What this means for you

Registered since 30 Jul 2024. The owner can stop confusingly similar uses in the classes it covers.

Record

Serial number
98125970
Registration number
7463040
Mark type
Design + words
Filed
10 Aug 2023
Published for opposition
14 May 2024
Registered
30 Jul 2024
Attorney of record
Alberto Zacapa

Goods and services

  • Class 035 — Advertising and business services: Connecting qualified service providers with consumers, namely, connecting consumers with service providers in the field of investment management, administration, record-keeping, custody, trustee, and fiduciary representative services; financial record-keeping for the administration of retirement plans
  • Class 036 — Insurance and financial services: Individual retirement account services; investment advice; financial consulting services; investment management services; annuity services, namely, account and investment administration services; financial custody services, namely, maintaining possession of financial assets for others for financial management purposes; trustee services; fiduciary representative services
  • Class 042 — Scientific and technological services: Computer software consulting services; providing temporary use of on-line non-downloadable software for advisors, companies, and employees for use in the management, analysis, automation, and compliance of retirement accounts

Owner

Prior registrations

Prosecution history

  • 05 May 2025 — TEAS CHANGE OF CORRESPONDENCE RECEIVED
  • 05 May 2025 — ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
  • 05 May 2025 — TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
  • 05 May 2025 — APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
  • 05 May 2025 — TEAS CHANGE OF OWNER ADDRESS RECEIVED
  • 30 Jul 2024 — NOTICE OF REGISTRATION CONFIRMATION EMAILED
  • 30 Jul 2024 — REGISTERED-PRINCIPAL REGISTER
  • 14 May 2024 — OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
  • 14 May 2024 — PUBLISHED FOR OPPOSITION
  • 24 Apr 2024 — NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
  • 11 Apr 2024 — APPROVED FOR PUB - PRINCIPAL REGISTER
  • 11 Apr 2024 — ASSIGNED TO EXAMINER
  • 12 Sept 2023 — NOTICE OF DESIGN SEARCH CODE E-MAILED
  • 10 Sept 2023 — NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
  • 14 Aug 2023 — NEW APPLICATION ENTERED

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