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Live / Registered — Registered (as of 28 Jan 2025)

What this means for you

Registered since 28 Jan 2025. The owner can stop confusingly similar uses in the classes it covers.

Record

Serial number
98451138
Registration number
7668019
Mark type
Word mark
Filed
15 Mar 2024
Published for opposition
10 Dec 2024
Registered
28 Jan 2025

Goods and services

  • Class 036 — Insurance and financial services: Advice on finance during retirement; Financial advice, namely, budget planning; Financial advisory and consultancy services; Financial advisory and consultancy services, namely, financial risk management, advice on finance during retirement, and wealth management; Financial analysis and consultation; Financial consultancy; Financial consultation; Financial consulting; Financial due diligence; Financial information; Financial information provided by electronic means; Financial management; Financial planning; Financial planning and investment advisory services; Financial planning consultation; Financial planning for retirement; Financial planning, namely, financial risk management, financial planning for retirement, and wealth management; Financial portfolio management; Financial retirement plan consulting services; Financial risk assessment services; Investment advice; Investment advice in the fields of financial risk management, retirement, and wealth management; Investment advisory services; Investment consultation in the fields of financial risk management, retirement, and wealth management; Wealth management, investment risk management, and investment management in the field of retirement; Providing financial assessment services to corporate executives, families, healthcare professionals, retirees, and sudden wealth individuals; Providing financial information; Providing financial information via a website; Providing information in the field of finance; Providing information in the field of personal finance

Owner

Prosecution history

  • 24 Sept 2025 — TEAS CHANGE OF CORRESPONDENCE RECEIVED
  • 24 Sept 2025 — APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
  • 24 Sept 2025 — TEAS CHANGE OF OWNER ADDRESS RECEIVED
  • 21 Feb 2025 — WITHDRAWAL OF ATTORNEY GRANTED
  • 21 Feb 2025 — TEAS WITHDRAWAL OF ATTORNEY RECEIVED
  • 28 Jan 2025 — NOTICE OF REGISTRATION CONFIRMATION EMAILED
  • 28 Jan 2025 — REGISTERED-PRINCIPAL REGISTER
  • 10 Dec 2024 — OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
  • 10 Dec 2024 — PUBLISHED FOR OPPOSITION
  • 04 Dec 2024 — NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
  • 13 Nov 2024 — APPROVED FOR PUB - PRINCIPAL REGISTER
  • 13 Nov 2024 — USE AMENDMENT ACCEPTED
  • 14 Oct 2024 — AMENDMENT TO USE PROCESSING COMPLETE
  • 14 Oct 2024 — USE AMENDMENT FILED
  • 14 Oct 2024 — TEAS AMENDMENT OF USE RECEIVED

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