FEDSMART

Live / Registered — Registered (as of 23 Sept 2025)

What this means for you

Registered since 23 Sept 2025. The owner can stop confusingly similar uses in the classes it covers.

Record

Serial number
98292702
Registration number
7961710
Mark type
Stylized text
Filed
30 Nov 2023
Published for opposition
06 Aug 2024
Registered
23 Sept 2025
Attorney of record
Aaron J. Stewart

Goods and services

  • Class 036 — Insurance and financial services: Advice on finance during retirement; Financial consultation in the field of retirement plans for federal employees; Financial administration of retirement plans for federal employees; Financial advice; Financial analysis; Financial asset management; Financial consulting; Financial planning; Financial planning for retirement; Financial planning, namely, the creation of personalized strategies to achieve financial independence; Financial portfolio management; Financial retirement plan consulting services; Financial services, namely, wealth management services; Investment consultation; Investment management; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement

Owner

Prosecution history

  • 23 Sept 2025 — NOTICE OF REGISTRATION CONFIRMATION EMAILED
  • 23 Sept 2025 — REGISTERED-PRINCIPAL REGISTER
  • 03 Sept 2025 — NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
  • 30 Aug 2025 — ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
  • 27 Aug 2025 — STATEMENT OF USE PROCESSING COMPLETE
  • 08 Jan 2025 — USE AMENDMENT FILED
  • 24 Aug 2025 — CASE ASSIGNED TO INTENT TO USE PARALEGAL
  • 08 Jan 2025 — TEAS STATEMENT OF USE RECEIVED
  • 07 Jan 2025 — NOA E-MAILED - SOU REQUIRED FROM APPLICANT
  • 15 Dec 2024 — EXTENSION OF TIME TO OPPOSE PROCESS - TERMINATED
  • 05 Sept 2024 — EXTENSION OF TIME TO OPPOSE RECEIVED
  • 06 Aug 2024 — OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
  • 06 Aug 2024 — PUBLISHED FOR OPPOSITION
  • 17 Jul 2024 — NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
  • 29 Jun 2024 — APPROVED FOR PUB - PRINCIPAL REGISTER

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