INVESTMENT EXPERTISE TO HELP YOU MAKE A DIFFERENCE

Live / Registered — Registered (as of 21 Jan 2025)

What this means for you

Registered since 21 Jan 2025. The owner can stop confusingly similar uses in the classes it covers.

Record

Serial number
98186230
Registration number
7657923
Mark type
Stylized text
Filed
19 Sept 2023
Published for opposition
18 Jun 2024
Registered
21 Jan 2025
Attorney of record
Terria P. Jenkins

Goods and services

  • Class 036 — Insurance and financial services: Financial advisory and consultancy services; Financial information and advisory services; Investment advisory services; all of the foregoing services primarily provided to non-profit entities

Owner

Prosecution history

  • 29 Jul 2025 — NOTICE OF UPDATED REGISTRATION CONFIRMATION EMAILED
  • 09 Jul 2025 — AMENDMENT UNDER SECTION 7 - PROCESSED
  • 08 Jul 2025 — TEAS RESPONSE TO OFFICE ACTION-POST REG RECEIVED
  • 18 Jun 2025 — POST REGISTRATION ACTION MAILED - SEC. 7
  • 18 Jun 2025 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
  • 31 Jan 2025 — TEAS SECTION 7 REQUEST RECEIVED
  • 29 Jan 2025 — TEAS CHANGE OF CORRESPONDENCE RECEIVED
  • 27 Jan 2025 — ASSIGNED TO PETITION STAFF
  • 21 Jan 2025 — NOTICE OF REGISTRATION CONFIRMATION EMAILED
  • 21 Jan 2025 — REGISTERED-PRINCIPAL REGISTER
  • 26 Dec 2024 — EXTENSION OF TIME TO OPPOSE PROCESS - TERMINATED
  • 17 Dec 2024 — TEAS POST PUBLICATION AMENDMENT RECEIVED
  • 27 Jun 2024 — EXTENSION OF TIME TO OPPOSE RECEIVED
  • 18 Jun 2024 — OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
  • 18 Jun 2024 — PUBLISHED FOR OPPOSITION

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