ADVISOR FORUM

Live / Registered — Registered (as of 25 Mar 2025)

What this means for you

Registered since 25 Mar 2025. The owner can stop confusingly similar uses in the classes it covers.

Record

Serial number
98503659
Registration number
7741181
Mark type
Stylized text
Filed
16 Apr 2024
Registered
25 Mar 2025
Attorney of record
Perry J. Viscounty

Goods and services

  • Class 036 — Insurance and financial services: Investment consulting; financial services, namely, investment management, investment advice, funds investment, investment consultation and investment of funds for others; financial planning for retirement; investment advice in the fields of finance and retirement; investment management in the field of retirement; financial planning for retirement, namely, providing a framework for financial and retirement planning, providing outcome-oriented financial advice; financial advice, namely, providing a framework for financial planning and retirement in the nature of decumulation, and spending down in retirement

Owner

Prosecution history

  • 25 Mar 2025 — NOTICE OF REGISTRATION CONFIRMATION EMAILED
  • 25 Mar 2025 — REGISTERED-SUPPLEMENTAL REGISTER
  • 03 Mar 2025 — APPROVED FOR REGISTRATION SUPPLEMENTAL REGISTER
  • 03 Mar 2025 — USE AMENDMENT ACCEPTED
  • 27 Jan 2025 — AMENDMENT TO USE PROCESSING COMPLETE
  • 27 Jan 2025 — USE AMENDMENT FILED
  • 27 Jan 2025 — TEAS AMENDMENT OF USE RECEIVED
  • 27 Jan 2025 — TEAS RESPONSE TO OFFICE ACTION RECEIVED
  • 01 Nov 2024 — NOTIFICATION OF NON-FINAL ACTION E-MAILED
  • 01 Nov 2024 — NON-FINAL ACTION E-MAILED
  • 01 Nov 2024 — NON-FINAL ACTION WRITTEN
  • 30 Oct 2024 — ASSIGNED TO EXAMINER
  • 16 Apr 2024 — NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
  • 16 Apr 2024 — NEW APPLICATION ENTERED

View this trademark record on Marksy