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Live / Registered — Registered (as of 09 Sept 2025)
What this means for you
Registered since 09 Sept 2025. The owner can stop confusingly similar uses in the classes it covers.
Record
- Serial number
- 98254774
- Registration number
- 7941209
- Mark type
- Word mark
- Filed
- 03 Nov 2023
- Published for opposition
- 10 Sept 2024
- Registered
- 09 Sept 2025
- Attorney of record
- B. Anna McCoy
Goods and services
- Class 035 — Advertising and business services: Tax preparation; tax consultation; tax and taxation planning, advice, information and consultancy services; accounting services related to tax planning; business consultation services for individuals and businesses in the fields of tax, tax compliance, tax planning, accounting, tax outsourcing; advisory services regarding tax compliance
- Class 036 — Insurance and financial services: Financial services, namely, investment fund transfer and transaction services, investment security services, estate settlement services; wealth management services; financial planning advice relating to investments and wealth management; investment services, namely, financial asset allocation, cash flow management, investment consultation, and investment management services; financial advisory and consultancy services; financial advisory and consultancy services for individuals and families for financial wealth planning purposes; estate planning consultation; financial risk management consultation; financial planning for retirement, business transition, education, estate planning, and charitable giving; investment advisory services, namely, Registered Investment Advisor (RIA) services
Owner
- Quotient Wealth Partners, LLC, Dallas, TX, US
- Quotient Wealth Partners, LLC, Dallas, TX, US
- Quotient Wealth Partners, LLC, Irving, TX, US
Prosecution history
- 09 Sept 2025 — NOTICE OF REGISTRATION CONFIRMATION EMAILED
- 09 Sept 2025 — REGISTERED-PRINCIPAL REGISTER
- 20 Aug 2025 — NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
- 20 Aug 2025 — ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
- 03 Aug 2025 — STATEMENT OF USE PROCESSING COMPLETE
- 02 May 2025 — USE AMENDMENT FILED
- 03 Aug 2025 — CASE ASSIGNED TO INTENT TO USE PARALEGAL
- 02 May 2025 — TEAS CHANGE OF CORRESPONDENCE RECEIVED
- 02 May 2025 — APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
- 02 May 2025 — TEAS CHANGE OF OWNER ADDRESS RECEIVED
- 10 Apr 2025 — TEAS STATEMENT OF USE RECEIVED
- 05 Nov 2024 — NOA E-MAILED - SOU REQUIRED FROM APPLICANT
- 10 Sept 2024 — OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
- 10 Sept 2024 — PUBLISHED FOR OPPOSITION
- 21 Aug 2024 — NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED