FIVE PILLARS WEALTH

Live / Allowed — Notice of allowance issued (as of 18 Nov 2025)

What this means for you

Approved and waiting on proof of use. It will register unless the applicant drops it, and its 23 May 2024 filing date already counts against anyone who files later.

Record

Serial number
98565445
Mark type
Stylized text
Filed
23 May 2024
Published for opposition
23 Sept 2025
Attorney of record
Tammy Hui

Goods and services

  • Class 036 — Insurance and financial services: Advisory services relating to mutual funds; Annuity services, namely, account and investment administration and the investment and distribution of annuity funds; Consultancy services relating to insurance; Estate planning; Financial advice, namely, budget planning; Financial and investment services, namely, asset and investment acquisition, consultation, advisory and development; Financial consultation in the field of environmental management, namely, advising business and individuals on issues of portfolio planning and investment planning; Financial management in the field of retirement planning, education funding, estate planning, employee benefits, executive benefits, and life insurance; Financial planning; Financial planning and investment advisory services; Financial planning consultation; Financial planning for retirement; Financial planning services, namely, developing and managing charitable giving programs on behalf of wealthy individuals or families; Financial services, namely, commodity trading and managed futures advisory and management services; Financial services, namely, providing an investment option available for variable annuity and variable life insurance products; Financial services, namely, wealth management services; Insurance and financial information and consultancy services; Insurance brokerage services; Insurance consulting in the field of disability, term life, and long term care insurance; Insurance services, namely, insurance eligibility review and verification and consultation in the disability, term life, and long term care industry; Issuance and administration of annuities; Life insurance brokerage; Long-term care insurance underwriting; Providing information in the field of employee financial benefit plans

Owner

Prosecution history

  • 10 Feb 2026 — TEAS STATEMENT OF USE RECEIVED
  • 18 Nov 2025 — NOA E-MAILED - SOU REQUIRED FROM APPLICANT
  • 23 Sept 2025 — OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
  • 23 Sept 2025 — PUBLISHED FOR OPPOSITION
  • 17 Sept 2025 — NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
  • 27 Aug 2025 — APPROVED FOR PUB - PRINCIPAL REGISTER
  • 12 Aug 2025 — EXAMINER'S AMENDMENT ENTERED
  • 12 Aug 2025 — NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
  • 12 Aug 2025 — EXAMINERS AMENDMENT E-MAILED
  • 12 Aug 2025 — EXAMINERS AMENDMENT -WRITTEN
  • 11 Jul 2025 — NOTIFICATION OF FINAL REFUSAL EMAILED
  • 11 Jul 2025 — FINAL REFUSAL E-MAILED
  • 11 Jul 2025 — FINAL REFUSAL WRITTEN
  • 18 Jun 2025 — TEAS/EMAIL CORRESPONDENCE ENTERED
  • 18 Jun 2025 — CORRESPONDENCE RECEIVED IN LAW OFFICE

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