Serial 98414175

Live / Registered — Registered (as of 08 Jul 2025)

What this means for you

Registered since 08 Jul 2025. The owner can stop confusingly similar uses in the classes it covers.

Record

Serial number
98414175
Registration number
7854845
Mark type
Design / logo
Filed
21 Feb 2024
Published for opposition
20 May 2025
Registered
08 Jul 2025
Attorney of record
Kenneth C. Booth

Goods and services

  • Class 036 — Insurance and financial services: Financial advice and consultancy services; Financial advisory and consultancy services, namely, the creation of personalized strategies to achieve financial independence; Financial affairs and monetary affairs, namely, financial information, management and analysis services; Financial analysis, namely, compiling and analyzing statistics, data and other sources of information for financial purposes; Financial consultancy; Financial consulting services in the field of planned giving for non-profit and charitable organizations; Financial information; Financial planning and investment advisory services; Financial planning for retirement; Financial planning, namely, the creation of personalized strategies to achieve financial independence; Financial portfolio analysis services; Financial portfolio management; Financial research; Financial retirement plan consulting services; Financial risk management consultation; Financial services, namely, providing an investment option available for variable annuity; Financial services, namely, wealth management services; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement

Owner

Prosecution history

  • 08 Jul 2025 — NOTICE OF REGISTRATION CONFIRMATION EMAILED
  • 08 Jul 2025 — REGISTERED-PRINCIPAL REGISTER
  • 20 May 2025 — OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
  • 20 May 2025 — PUBLISHED FOR OPPOSITION
  • 14 May 2025 — NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
  • 18 Apr 2025 — APPROVED FOR PUB - PRINCIPAL REGISTER
  • 11 Mar 2025 — TEAS/EMAIL CORRESPONDENCE ENTERED
  • 10 Mar 2025 — CORRESPONDENCE RECEIVED IN LAW OFFICE
  • 10 Mar 2025 — TEAS RESPONSE TO OFFICE ACTION RECEIVED
  • 12 Dec 2024 — APPLICATION EXTENSION GRANTED/RECEIPT PROVIDED
  • 12 Dec 2024 — APPLICATION EXTENSION TO RESPONSE PERIOD - RECEIVED
  • 12 Sept 2024 — NOTIFICATION OF NON-FINAL ACTION E-MAILED
  • 12 Sept 2024 — NON-FINAL ACTION E-MAILED
  • 12 Sept 2024 — NON-FINAL ACTION WRITTEN
  • 11 Sept 2024 — ASSIGNED TO EXAMINER

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