BETTER CONVERSATIONS. A BETTER WAY TO MONEY.

Live / Applied — Second extension granted (statement of use) (as of 25 Mar 2026)

What this means for you

Not registered yet, but its 14 Jun 2024 filing date beats anything filed after it. If it registers, the owner can stop confusingly similar uses in the classes it covers.

Record

Serial number
98601769
Mark type
Stylized text
Filed
14 Jun 2024
Published for opposition
04 Feb 2025
Attorney of record
Elisabeth Townsend Bridge

Goods and services

  • Class 036 — Insurance and financial services: Underwriting of life, variable life, disability, and long-term care insurance; mutual fund investment and brokerage; investment advice; annuity underwriting; estate trust management; fiduciary trust management accounts; estate planning; financial planning; retirement financial planning; estate and financial trust distribution planning services; mutual fund administration and distribution services

Owner

Prosecution history

  • 26 Mar 2026 — NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED
  • 25 Mar 2026 — SOU EXTENSION 2 GRANTED
  • 25 Mar 2026 — SOU EXTENSION 2 FILED
  • 25 Mar 2026 — SOU TEAS EXTENSION RECEIVED
  • 17 Apr 2025 — NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED
  • 16 Apr 2025 — SOU EXTENSION 1 GRANTED
  • 16 Apr 2025 — SOU EXTENSION 1 FILED
  • 16 Apr 2025 — SOU TEAS EXTENSION RECEIVED
  • 01 Apr 2025 — NOA E-MAILED - SOU REQUIRED FROM APPLICANT
  • 04 Feb 2025 — OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
  • 04 Feb 2025 — PUBLISHED FOR OPPOSITION
  • 29 Jan 2025 — NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
  • 08 Jan 2025 — APPROVED FOR PUB - PRINCIPAL REGISTER
  • 08 Jan 2025 — EXAMINER'S AMENDMENT ENTERED
  • 08 Jan 2025 — NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED

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