A DECIDEDLY HUMAN APPROACH TO INVESTING

Live / Registered — Registered (as of 29 Apr 2025)

What this means for you

Registered since 29 Apr 2025. The owner can stop confusingly similar uses in the classes it covers.

Record

Serial number
98141981
Registration number
7780005
Mark type
Stylized text
Filed
21 Aug 2023
Published for opposition
04 Jun 2024
Registered
29 Apr 2025
Attorney of record
Mark A. Wright

Goods and services

  • Class 036 — Insurance and financial services: Financial planning and investment advisory services; Investment consultation in the fields of private and public investment, investment portfolio design, investment manager due diligence and selection, risk management, tax planning, family and business continuity, philanthropy, cash management, estate planning, and real estate

Owner

Prosecution history

  • 29 Apr 2025 — NOTICE OF REGISTRATION CONFIRMATION EMAILED
  • 29 Apr 2025 — REGISTERED-PRINCIPAL REGISTER
  • 05 Apr 2025 — NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
  • 05 Apr 2025 — ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
  • 03 Apr 2025 — NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED
  • 02 Apr 2025 — STATEMENT OF USE PROCESSING COMPLETE
  • 23 Jan 2025 — USE AMENDMENT FILED
  • 02 Apr 2025 — SOU EXTENSION 1 GRANTED
  • 23 Jan 2025 — SOU EXTENSION 1 FILED
  • 02 Apr 2025 — CASE ASSIGNED TO INTENT TO USE PARALEGAL
  • 23 Jan 2025 — TEAS STATEMENT OF USE RECEIVED
  • 23 Jan 2025 — SOU TEAS EXTENSION RECEIVED
  • 30 Jul 2024 — NOA E-MAILED - SOU REQUIRED FROM APPLICANT
  • 04 Jun 2024 — OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
  • 04 Jun 2024 — PUBLISHED FOR OPPOSITION

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