CONNECTING YOUR WEALTH TO YOUR GOALS AND DREAMS

Live / Registered — Registered (as of 17 Sept 2024)

What this means for you

Registered since 17 Sept 2024. The owner can stop confusingly similar uses in the classes it covers.

Record

Serial number
98211414
Registration number
7507176
Mark type
Stylized text
Filed
05 Oct 2023
Published for opposition
02 Jul 2024
Registered
17 Sept 2024
Attorney of record
Kimberly S. Grimsley

Goods and services

  • Class 036 — Insurance and financial services: Financial and investment services, namely, management and brokerage in the fields of stocks, bonds, options, commodities, futures and other securities, and the investment of funds of others; Financial asset management; Financial planning and investment advisory services; Financial portfolio analysis services; Financial portfolio management; Financial retirement plan consulting services; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services

Owner

Prosecution history

  • 06 Mar 2026 — TEAS CHANGE OF CORRESPONDENCE RECEIVED
  • 06 Mar 2026 — ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
  • 06 Mar 2026 — TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
  • 17 Sept 2024 — NOTICE OF REGISTRATION CONFIRMATION EMAILED
  • 17 Sept 2024 — REGISTERED-PRINCIPAL REGISTER
  • 02 Jul 2024 — OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
  • 02 Jul 2024 — PUBLISHED FOR OPPOSITION
  • 12 Jun 2024 — NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
  • 26 May 2024 — APPROVED FOR PUB - PRINCIPAL REGISTER
  • 25 May 2024 — ASSIGNED TO EXAMINER
  • 15 Feb 2024 — TEAS CHANGE OF CORRESPONDENCE RECEIVED
  • 15 Feb 2024 — APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
  • 15 Feb 2024 — TEAS CHANGE OF OWNER ADDRESS RECEIVED
  • 30 Dec 2023 — NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
  • 05 Oct 2023 — NEW APPLICATION ENTERED

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