FIDUCIARY LIFECYCLE PROGRAM

Live / Registered — Registered (as of 12 Aug 2025)

What this means for you

Registered since 12 Aug 2025. The owner can stop confusingly similar uses in the classes it covers.

Record

Serial number
98619365
Registration number
7893788
Mark type
Stylized text
Filed
26 Jun 2024
Registered
12 Aug 2025
Attorney of record
Caitlin R. Byczko

Goods and services

  • Class 036 — Insurance and financial services: private banking services; personalized financial planning services, namely, financial planning consultation; family financial asset management; trust services, namely, financial trust management and trust company services, namely, estate trust management; financial trust planning, namely, trust investment distribution and wealth distribution planning; fiduciary services, namely, fiduciary representative and fiduciary services as a trustee; financial planning for retirement; estate planning services; estate trust management; financial administration of retirement plans; financial retirement plan consulting services

Owner

Prosecution history

  • 12 Aug 2025 — NOTICE OF REGISTRATION CONFIRMATION EMAILED
  • 12 Aug 2025 — REGISTERED-SUPPLEMENTAL REGISTER
  • 03 Jul 2025 — APPROVED FOR REGISTRATION SUPPLEMENTAL REGISTER
  • 03 Jul 2025 — USE AMENDMENT ACCEPTED
  • 27 Jun 2025 — TEAS RESPONSE TO OFFICE ACTION RECEIVED
  • 26 Jun 2025 — AMENDMENT TO USE PROCESSING COMPLETE
  • 26 Jun 2025 — USE AMENDMENT FILED
  • 26 Jun 2025 — TEAS AMENDMENT OF USE RECEIVED
  • 08 Apr 2025 — APPLICATION EXTENSION GRANTED/RECEIPT PROVIDED
  • 08 Apr 2025 — APPLICATION EXTENSION TO RESPONSE PERIOD - RECEIVED
  • 16 Jan 2025 — NOTIFICATION OF NON-FINAL ACTION E-MAILED
  • 16 Jan 2025 — NON-FINAL ACTION E-MAILED
  • 16 Jan 2025 — NON-FINAL ACTION WRITTEN
  • 15 Jan 2025 — ASSIGNED TO EXAMINER
  • 14 Jan 2025 — NEW APPLICATION OFFICE SUPPLIED DATA ENTERED

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