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Live / Registered — Registered (as of 04 Mar 2025)

What this means for you

Registered since 04 Mar 2025. The owner can stop confusingly similar uses in the classes it covers.

Record

Serial number
98584645
Registration number
7713437
Mark type
Design + words
Filed
04 Jun 2024
Published for opposition
14 Jan 2025
Registered
04 Mar 2025
Attorney of record
Stacey Cole

Goods and services

  • Class 036 — Insurance and financial services: Financial services, namely, a total portfolio offering for high net worth clients consisting of both separate accounts and mutual funds for equity and fixed income investments; Financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; Financial services, namely, wealth management services; Financial advice and consultancy services; Financial advisory services; Financial advisory and consultancy services; Financial consultancy services; Financial information and advisory services; Strategic financial advisory services

Owner

Prosecution history

  • 04 Mar 2025 — REGISTERED-PRINCIPAL REGISTER
  • 04 Mar 2025 — NOTICE OF REGISTRATION CONFIRMATION EMAILED
  • 14 Jan 2025 — OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
  • 14 Jan 2025 — PUBLISHED FOR OPPOSITION
  • 08 Jan 2025 — NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
  • 20 Dec 2024 — APPROVED FOR PUB - PRINCIPAL REGISTER
  • 20 Dec 2024 — EXAMINER'S AMENDMENT ENTERED
  • 20 Dec 2024 — NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
  • 20 Dec 2024 — EXAMINERS AMENDMENT E-MAILED
  • 20 Dec 2024 — EXAMINERS AMENDMENT -WRITTEN
  • 17 Dec 2024 — ASSIGNED TO EXAMINER
  • 16 Dec 2024 — NOTICE OF DESIGN SEARCH CODE E-MAILED
  • 16 Dec 2024 — NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
  • 04 Jun 2024 — NEW APPLICATION ENTERED

View this trademark record on Marksy