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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

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

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