1834 INSTITUTIONAL SERVICES

Live / Registered — Registered (as of 23 Sept 2025)

What this means for you

Registered since 23 Sept 2025. The owner can stop confusingly similar uses in the classes it covers.

Record

Serial number
98619373
Registration number
7954665
Mark type
Stylized text
Filed
26 Jun 2024
Published for opposition
05 Aug 2025
Registered
23 Sept 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; financial portfolio management services; investment advisory services, namely, integrated wealth advisory investment services and wealth management consultation and advisory services; investment management in the fields of stocks, ETFs, mutual funds, bonds, and retirement; financial services, namely, wealth management services featuring a total portfolio offering for clients consisting of both separate accounts and mutual funds for equity and fixed income investments; financial services, namely, wealth management services in the nature of wealth transfer, namely, intergenerational and philanthropic wealth transfer planning; 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; advisory services regarding philanthropic monetary and financial asset donations; financial planning services, namely, developing and managing charitable giving programs on behalf of wealthy individuals or families; financial services, namely, investment management services for charitable foundations, endowments and charitable trusts; financial institutional services for businesses and nonprofits, namely, investment and asset management, corporate trust company services, philanthropy consultation related to fundraising and endowments, and financial administration of employee-sponsored retirement plans

Owner

Prosecution history

  • 23 Sept 2025 — NOTICE OF REGISTRATION CONFIRMATION EMAILED
  • 23 Sept 2025 — REGISTERED-PRINCIPAL REGISTER
  • 05 Aug 2025 — OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
  • 05 Aug 2025 — PUBLISHED FOR OPPOSITION
  • 30 Jul 2025 — NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
  • 25 Jun 2025 — APPROVED FOR PUB - PRINCIPAL REGISTER
  • 20 Jun 2025 — TEAS/EMAIL CORRESPONDENCE ENTERED
  • 20 Jun 2025 — CORRESPONDENCE RECEIVED IN LAW OFFICE
  • 20 Jun 2025 — TEAS RESPONSE TO OFFICE ACTION RECEIVED
  • 17 Apr 2025 — APPLICATION EXTENSION GRANTED/RECEIPT PROVIDED
  • 17 Apr 2025 — APPLICATION EXTENSION TO RESPONSE PERIOD - RECEIVED
  • 21 Jan 2025 — NOTIFICATION OF NON-FINAL ACTION E-MAILED
  • 21 Jan 2025 — NON-FINAL ACTION E-MAILED
  • 21 Jan 2025 — NON-FINAL ACTION WRITTEN
  • 21 Jan 2025 — ASSIGNED TO EXAMINER

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