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

What this means for you

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

Record

Serial number
98618345
Registration number
8015483
Mark type
Stylized text
Filed
25 Jun 2024
Published for opposition
11 Feb 2025
Registered
04 Nov 2025
Attorney of record
B. Anna McCoy

Goods and services

  • Class 035 — Advertising and business services: Tax preparation; tax consultation; tax and taxation planning, advice, information and consultancy services
  • Class 036 — Insurance and financial services: Financial services, namely, investment fund transfer and transaction services, investment security services, estate settlement services; financial services, namely, wealth management services; financial planning advice relating to investments and wealth management; investment services, namely, financial asset allocation, cash flow management, investment consultation, and investment management services; financial advisory and consultancy services; financial advisory and consultancy services for individuals and families for financial wealth planning purposes; estate planning consultation; financial risk management consultation; financial planning for retirement, business transition, education, estate planning, and charitable giving; investment advisory services, namely, Registered Investment Advisor (RIA) services

Owner

Prosecution history

  • 04 Nov 2025 — NOTICE OF REGISTRATION CONFIRMATION EMAILED
  • 04 Nov 2025 — REGISTERED-PRINCIPAL REGISTER
  • 16 Oct 2025 — NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
  • 16 Oct 2025 — ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
  • 08 Oct 2025 — STATEMENT OF USE PROCESSING COMPLETE
  • 07 May 2025 — USE AMENDMENT FILED
  • 07 Oct 2025 — CASE ASSIGNED TO INTENT TO USE PARALEGAL
  • 07 May 2025 — TEAS STATEMENT OF USE RECEIVED
  • 08 Apr 2025 — NOA E-MAILED - SOU REQUIRED FROM APPLICANT
  • 11 Feb 2025 — OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
  • 11 Feb 2025 — PUBLISHED FOR OPPOSITION
  • 05 Feb 2025 — NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
  • 23 Jan 2025 — APPROVED FOR PUB - PRINCIPAL REGISTER
  • 23 Jan 2025 — EXAMINER'S AMENDMENT ENTERED
  • 23 Jan 2025 — NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED

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